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SITE Centers

233 hedge funds and large institutions have $5.76B invested in SITE Centers in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

521% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $323K

34% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 74

1.07% less ownership

Funds ownership: 71.65%70.57% (-1.1%)

2% less funds holding

Funds holding: 238233 (-5)

8% less capital invested

Capital invested by funds: $6.28B → $5.76B (-$517M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
233
Holders Change
-5
Holders Change %
-2.1%
% of All Funds
6.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
27
Increased
99
Reduced
74
Closed
31
Calls
$2.01M
Puts
$323K
Net Calls
+$1.68M
Net Calls Change
-$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$729M +$27.5M +1,244,797 +4%
Invesco
2
Invesco
Georgia
$448M -$33.1M -1,494,404 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$351M +$22.8M +1,032,034 +7%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$292M +$20.5M +926,223 +8%
JP Morgan Chase
5
JP Morgan Chase
New York
$245M +$80.3M +3,629,516 +51%
BIT
6
BlackRock Institutional Trust
California
$192M +$314K +14,210 +0.2%
Goldman Sachs
7
Goldman Sachs
New York
$174M -$40.4K -1,824 -0%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$164M -$47.6M -2,152,066 -23%
Cohen & Steers
9
Cohen & Steers
New York
$157M -$219M -9,879,611 -59%
Deutsche Bank
10
Deutsche Bank
Germany
$126M +$106M +4,770,570 +630%
ACI
11
AMP Capital Investors
Australia
$121M +$8.28M +374,309 +8%
N
12
Nuveen
North Carolina
$113M -$15.1M -682,341 -12%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$111M -$1.73M -78,228 -2%
LIMS
14
Lasalle Investment Management Securities
Maryland
$108M -$3.74M -169,002 -3%
Principal Financial Group
15
Principal Financial Group
Iowa
$107M +$8.97M +405,465 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$98.1M +$49.4M +2,233,567 +107%
Norges Bank
17
Norges Bank
Norway
$94.5M +$46M +2,078,946 +100%
AllianceBernstein
18
AllianceBernstein
Tennessee
$83.3M +$2.03M +91,898 +3%
State Street
19
State Street
Massachusetts
$80.7M +$5.95M +268,733 +8%
BFA
20
BlackRock Fund Advisors
California
$78.5M +$2.5M +113,114 +3%
PI
21
PGGM Investments
Netherlands
$75.9M
GA
22
GRS Advisors
Illinois
$65.4M +$1.93M +87,311 +3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$64.3M +$2.22M +100,380 +4%
ACM
24
AEW Capital Management
Massachusetts
$60.9M -$68.7K -3,105 -0.1%
AAMU
25
APG Asset Management US
New York
$59.9M +$6.58M +297,634 +13%

SITC Hedge Fund Activity: Q2 2014 in Review

233 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in SITE Centers (SITC) for Q2 2014, worth a combined $5.76B — down 8.2% from $6.28B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SITC and 27 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 99 added.

The largest buyer was Deutsche Bank, adding an estimated $106M. The largest seller was Cohen & Steers, cutting an estimated $219M.

  • 233 institutional investors held SITE Centers (SITC) as of Q2 2014, down from 238 in Q1 2014.
  • Funds reported $5.76B of SITE Centers stock for Q2 2014, down 8.2% quarter-over-quarter.
  • 27 funds opened new SITE Centers positions in Q2 2014 and 31 closed out, a net change of -4 holders.
  • The largest SITE Centers buyer in Q2 2014 was Deutsche Bank, an estimated $106M added.
  • The largest SITE Centers seller in Q2 2014 was Cohen & Steers, an estimated $219M sold.

Based on aggregated 13F filings for Q2 2014.