Federal Realty Investment Trust
FRT
380 hedge funds and large institutions have $6.1B invested in Federal Realty Investment Trust in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 137 reducing their positions, and 52 closing their positions.
54% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 52
14% more capital invested
Capital invested by funds: $5.34B → $6.1B (+$762M)
6% more funds holding
Funds holding: 358 → 380 (+22)
1.52% less ownership
Funds ownership: 96.02% → 94.5% (-1.5%)
17% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 137
60% less call options, than puts
Call options by funds: $8.53M | Put options by funds: $21.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$38.7M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$33.4M |
| 3 |
Morgan Stanley
New York
|
+$29.6M |
| 4 |
Bank of New York Mellon
New York
|
+$27M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$52.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$49.3M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$37.2M |
| 4 |
BlackRock
New York
|
-$26.6M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$22.3M |
FRT Hedge Fund Activity: Q4 2020 in Review
380 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2020, worth a combined $6.1B — up 14% from $5.34B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new FRT positions and 52 closed out — a net gain of 28 holders — while 114 added to existing stakes and 137 trimmed.
The largest buyer was Nuveen, adding an estimated $38.7M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $52.9M sold.
- 380 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2020, up from 358 in Q3 2020.
- Funds reported $6.1B of Federal Realty Investment Trust stock for Q4 2020, up 14% quarter-over-quarter.
- 80 funds opened new Federal Realty Investment Trust positions in Q4 2020 and 52 closed out, a net change of +28 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2020 was Nuveen, an estimated $38.7M added.
- The largest Federal Realty Investment Trust seller in Q4 2020 was Ceredex Value Advisors, an estimated $52.9M sold.
Based on aggregated 13F filings for Q4 2020.