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SITE Centers

251 hedge funds and large institutions have $5.75B invested in SITE Centers in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 108 increasing their positions, 80 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $825K | Put options by funds: $534K

35% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 80

0.29% less ownership

Funds ownership: 70.51%70.22% (-0.29%)

5% less capital invested

Capital invested by funds: $6.02B → $5.75B (-$275M)

4% less funds holding

Funds holding: 261251 (-10)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

Holders
251
Holders Change
-10
Holders Change %
-3.83%
% of All Funds
6.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
108
Reduced
80
Closed
26
Calls
$825K
Puts
$534K
Net Calls
+$291K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$824M +$13.6M +565,063 +2%
Cohen & Steers
2
Cohen & Steers
New York
$541M -$132M -5,493,239 -19%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$523M +$68.6M +2,848,494 +14%
Goldman Sachs
4
Goldman Sachs
New York
$295M +$4.57M +189,455 +1%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$290M -$65.8M -2,730,669 -17%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$276M +$11.6M +480,386 +4%
Invesco
7
Invesco
Georgia
$238M +$51.8M +2,147,922 +25%
SAMC
8
Shinko Asset Management Company
Japan
$219M +$41.5M +1,723,759 +21%
BIT
9
BlackRock Institutional Trust
California
$194M -$7.63M -316,491 -4%
State Street
10
State Street
Massachusetts
$164M +$9.33M +387,014 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$123M +$97.2M +4,032,523 +279%
Deutsche Bank
12
Deutsche Bank
Germany
$102M -$28.2M -1,171,579 -21%
Victory Capital Management
13
Victory Capital Management
Texas
$97.9M +$14M +579,659 +15%
Principal Financial Group
14
Principal Financial Group
Iowa
$85.6M +$7.42M +307,953 +9%
BFA
15
BlackRock Fund Advisors
California
$83.9M +$2.43M +101,028 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$72.1M +$478K +19,827 +0.6%
Morgan Stanley
17
Morgan Stanley
New York
$69.9M +$26.7M +1,108,176 +55%
AAMU
18
APG Asset Management US
New York
$68.6M +$73.6M +3,053,952 New
JP Morgan Chase
19
JP Morgan Chase
New York
$64M +$26M +1,080,122 +61%
Two Sigma Investments
20
Two Sigma Investments
New York
$63.6M +$31.4M +1,304,399 +85%
N
21
Nuveen
North Carolina
$63.4M +$23M +953,802 +51%
ACM
22
AEW Capital Management
Massachusetts
$56.4M -$2.49M -103,377 -4%
Northern Trust
23
Northern Trust
Illinois
$55.4M +$759K +31,476 +1%
SCRM
24
Security Capital Research & Management
Illinois
$55.2M +$608K +25,223 +1%
TA
25
Teachers Advisors
New York
$49.4M +$9.28M +385,233 +21%

SITC Hedge Fund Activity: Q3 2016 in Review

251 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in SITE Centers (SITC) for Q3 2016, worth a combined $5.75B — down 4.6% from $6.02B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SITC and 17 opened new positions — a net loss of 9 holders — while 80 trimmed existing stakes and 108 added.

The largest buyer was Bank of New York Mellon, adding an estimated $97.2M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $150M sold.

  • 251 institutional investors held SITE Centers (SITC) as of Q3 2016, down from 261 in Q2 2016.
  • Funds reported $5.75B of SITE Centers stock for Q3 2016, down 4.6% quarter-over-quarter.
  • 17 funds opened new SITE Centers positions in Q3 2016 and 26 closed out, a net change of -9 holders.
  • The largest SITE Centers buyer in Q3 2016 was Bank of New York Mellon, an estimated $97.2M added.
  • The largest SITE Centers seller in Q3 2016 was Lasalle Investment Management Securities, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2016.