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First Industrial Realty Trust

300 hedge funds and large institutions have $4.15B invested in First Industrial Realty Trust in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

3.59% more ownership

Funds ownership: 94.63%98.21% (+3.6%)

2% more funds holding

Funds holding: 294300 (+6)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

17% less capital invested

Capital invested by funds: $4.99B → $4.15B (-$838M)

94% less call options, than puts

Call options by funds: $23K | Put options by funds: $365K

Holders
300
Holders Change
+6
Holders Change %
+2.04%
% of All Funds
6.61%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
48
Increased
106
Reduced
103
Closed
37
Calls
$23K
Puts
$365K
Net Calls
-$342K
Net Calls Change
-$375K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$638M +$2.93M +73,880 +0.4%
BlackRock
2
BlackRock
New York
$630M -$11.8M -298,129 -2%
State Street
3
State Street
Massachusetts
$240M +$4.71M +118,822 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$154M +$20.2M +509,609 +12%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$135M -$11.9M -300,109 -7%
Invesco
6
Invesco
Georgia
$129M -$24.8M -625,758 -14%
Northern Trust
7
Northern Trust
Illinois
$114M +$1.32M +33,307 +1%
Ameriprise
8
Ameriprise
Minnesota
$112M -$17M -428,524 -11%
Charles Schwab
9
Charles Schwab
California
$97.3M +$3.26M +82,252 +3%
Victory Capital Management
10
Victory Capital Management
Texas
$87.4M +$54.7M +1,378,816 +110%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$83.6M +$91.1M +2,295,973 +1,048%
LIMS
12
Lasalle Investment Management Securities
Maryland
$78.5M -$5.44M -137,182 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$76.3M +$4.63M +116,649 +5%
LPC
14
Long Pond Capital
New York
$75.7M +$76.9M +1,937,886 +569%
Macquarie Group
15
Macquarie Group
Australia
$75.7M -$4.77M -120,299 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$70.3M +$5.45M +137,368 +7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$65.2M -$723K -18,212 -0.9%
N
18
Nuveen
North Carolina
$54.6M +$8.98M +226,312 +16%
LCOV
19
London Company of Virginia
Virginia
$53.8M -$1.74M -43,893 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$53.5M +$5.71M +144,010 +10%
CIM
21
Centersquare Investment Management
Pennsylvania
$51.5M +$55M +1,386,534 +856%
Goldman Sachs
22
Goldman Sachs
New York
$48.5M -$10.2M -256,792 -15%
Norges Bank
23
Norges Bank
Norway
$47.4M
WCP
24
Waterfront Capital Partners
New York
$36.9M +$21.7M +547,731 +97%
UIC
25
Uniplan Investment Counsel
Wisconsin
$35.7M +$2.83M +71,234 +7%

FR Hedge Fund Activity: Q1 2020 in Review

300 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in First Industrial Realty Trust (FR) for Q1 2020, worth a combined $4.15B — down 17% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FR positions and 37 closed out — a net gain of 11 holders — while 106 added to existing stakes and 103 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $91.1M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 300 institutional investors held First Industrial Realty Trust (FR) as of Q1 2020, up from 294 in Q4 2019.
  • Funds reported $4.15B of First Industrial Realty Trust stock for Q1 2020, down 17% quarter-over-quarter.
  • 48 funds opened new First Industrial Realty Trust positions in Q1 2020 and 37 closed out, a net change of +11 holders.
  • The largest First Industrial Realty Trust buyer in Q1 2020 was Sumitomo Mitsui Trust Group, an estimated $91.1M added.
  • The largest First Industrial Realty Trust seller in Q1 2020 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2020.