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Federal Realty Investment Trust
FRT

310 hedge funds and large institutions have $6.82B invested in Federal Realty Investment Trust in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 122 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

95% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $1.58M

8% more funds holding

Funds holding: 288 → 310 (+22)

5.83% more ownership

Funds ownership: 97.6% → 103.43% (+5.8%)

5% more capital invested

Capital invested by funds: $6.5B → $6.82B (+$323M)

25% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 122

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
42
Increased
91
Reduced
122
Closed
20
Calls
$3.08M
Puts
$1.58M
Net Calls
+$1.5M
Net Calls Change
-$509K

Top Buyers

Rank Fund Capital Flow
1
ACI
AMP Capital Investors
Australia
+$99.8M
2
HRES
Heitman Real Estate Securities
Illinois
+$30.6M
3
ECM
EII Capital Management
New York
+$22.8M
4
State Street
State Street
Massachusetts
+$21.7M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$19.2M

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$23.1M
2
American Century Companies
American Century Companies
Missouri
-$21.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$21.4M
4
SCRM
Security Capital Research & Management
Illinois
-$20.8M
5
ICM
IronBridge Capital Management
Illinois
-$17.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BMCMI
251
Bryn Mawr Capital Management Inc
Pennsylvania
$289K +$297K +2,847 New
SCM
252
SOL Capital Management
Maryland
$271K – – –
LI
253
Lafayette Investments
Maryland
$254K – – –
RA
254
Rational Advisors
New York
$253K -$37.5K -360 -13%
PAM
255
Princeton Alpha Management
New Jersey
$251K +$258K +2,477 New
SCM
256
Stux Capital Management
New York
$243K +$10.4K +100 +4%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$240K +$10.4K +100 +4%
Verition Fund Management
258
Verition Fund Management
Connecticut
$239K +$245K +2,354 New
MCM
259
Maryland Capital Management
Maryland
$234K -$20.8K -200 -8%
V
260
Veritable
Delaware
$228K – – –
FCAM
261
F&C Asset Management
United Kingdom
$228K +$235K +2,251 New
NG
262
NatWest Group
United Kingdom
$226K -$805K -7,722 -78%
ACM
263
Adelante Capital Management
California
$223K – – –
TWI
264
Thomas White International
Illinois
$218K – – –
ISL
265
Ingalls & Snyder LLC
New York
$213K -$35.4K -340 -14%
MA
266
Montag & Associates
Georgia
$213K – – –
PIM
267
Penobscot Investment Management
Massachusetts
$213K – – –
PFS
268
Prospera Financial Services
Texas
$203K -$20.8K -200 -9%
SAM
269
Silvercrest Asset Management
New York
$203K – – –
FMW
270
Farr Miller & Washington
District of Columbia
$202K – – –
DILH
271
Dai-ichi Life Holdings
Japan
$196K – – –
SSB
272
Sandy Spring Bank
Maryland
$195K – – –
TRCT
273
Tower Research Capital (TRC)
New York
$183K +$156K +1,500 +500%
Korea Investment Corp
274
Korea Investment Corp
South Korea
$183K +$188K +1,800 New
EOJOAM
275
E. Ohman J:or Asset Management
Sweden
$162K – – –
9 10
11
12 13

FRT Hedge Fund Activity: Q4 2013 in Review

310 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2013, worth a combined $6.82B — up 5% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FRT positions and 20 closed out — a net gain of 22 holders — while 91 added to existing stakes and 122 trimmed.

The largest buyer was AMP Capital Investors, adding an estimated $99.8M. The largest seller was BlackRock Institutional Trust, cutting an estimated $23.1M.

  • 310 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2013, up from 288 in Q3 2013.
  • Funds reported $6.82B of Federal Realty Investment Trust stock for Q4 2013, up 5% quarter-over-quarter.
  • 42 funds opened new Federal Realty Investment Trust positions in Q4 2013 and 20 closed out, a net change of +22 holders.
  • The largest Federal Realty Investment Trust buyer in Q4 2013 was AMP Capital Investors, an estimated $99.8M added.
  • The largest Federal Realty Investment Trust seller in Q4 2013 was BlackRock Institutional Trust, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2013.