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SITE Centers

229 hedge funds and large institutions have $2.75B invested in SITE Centers in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more call options, than puts

Call options by funds: $23K | Put options by funds: $3K

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

3% more funds holding

Funds holding: 222229 (+7)

1.27% more ownership

Funds ownership: 114.75%116.02% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 79

0% more capital invested

Capital invested by funds: $2.75B → $2.75B (+$4.93M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
82
Reduced
79
Closed
21
Calls
$23K
Puts
$3K
Net Calls
+$20K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$5.44K
CFGS
202
Concourse Financial Group Securities
Alabama
$5.06K
IA
203
IFP Advisors
Florida
$3.55K
Optiver Holding
204
Optiver Holding
Netherlands
$3.47K +$3.37K +306 New
FFA
205
Farther Finance Advisors
California
$3.45K +$539 +49 +19%
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$3.04K +$297 +27 +11%
NA
207
NewEdge Advisors
Louisiana
$2.87K
UB
208
UMB Bank
Missouri
$2.8K +$1.58K +144 +140%
AF
209
Allworth Financial
California
$2.31K
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.89K
CFFP
211
Center for Financial Planning
Michigan
$1.81K
PS
212
Principal Securities
Iowa
$1.49K +$1.45K +132 New
SIS
213
Sound Income Strategies
Florida
$1.25K
CFO
214
CVA Family Office
Colorado
$1.09K +$1.06K +96 New
IRC
215
Investors Research Corp
Georgia
$1.07K
RIL
216
Rothschild Investment LLC
Illinois
$1.01K +$704 +64 +246%
SPIA
217
Steward Partners Investment Advisory
New York
$986
AWM
218
Avior Wealth Management
Nebraska
$971 +$231 +21 +32%
Fuller & Thaler Asset Management
219
Fuller & Thaler Asset Management
California
$769
BIA
220
Bell Investment Advisors
California
$682
AWM
221
Abound Wealth Management
Tennessee
$377 -$154 -14 -30%
ECM
222
Everence Capital Management
Indiana
$339
GRP
223
Global Retirement Partners
California
$319
PFBT
224
Parkside Financial Bank & Trust
Missouri
$290
JWM
225
Janiczek Wealth Management
Colorado
$286