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Federal Realty Investment Trust
FRT

391 hedge funds and large institutions have $9.67B invested in Federal Realty Investment Trust in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 154 increasing their positions, 135 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $13M | Put options by funds: $6.13M

14% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 135

0.45% less ownership

Funds ownership: 95.26% → 94.8% (-0.45%)

4% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 48

2% less funds holding

Funds holding: 397 → 391 (-6)

7% less capital invested

Capital invested by funds: $10.4B → $9.67B (-$698M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
391
Holders Change
-6
Holders Change %
-1.51%
% of All Funds
9.78%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
46
Increased
154
Reduced
135
Closed
48
Calls
$13M
Puts
$6.13M
Net Calls
+$6.88M
Net Calls Change
+$5.21M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$113M
2
LIMS
Lasalle Investment Management Securities
Maryland
+$99.7M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$90.4M
4
Cohen & Steers
Cohen & Steers
New York
+$89.8M
5
AIM
abrdn Investment Management
United Kingdom
+$49.2M

Top Sellers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
-$72.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$70.8M
3
JHIU
Janus Henderson Investors US
Colorado
-$32M
4
N
Nuveen
North Carolina
-$29.9M
5
Principal Financial Group
Principal Financial Group
Iowa
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSERS
251
Louisiana State Employees Retirement System
Louisiana
$639K – – –
LTFS
252
Ladenburg Thalmann Financial Services
Florida
$638K +$29K +204 +5%
TCOT
253
Trust Company of Toledo
Ohio
$620K -$1.42K -10 -0.2%
NB
254
Norinchukin Bank
Japan
$619K +$79.2K +558 +15%
LMGAM
255
Liberty Mutual Group Asset Management
Massachusetts
$587K +$236K +1,659 +67%
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$585K +$9.23K +65 +2%
BA
257
Bridgewater Associates
Connecticut
$583K +$582K +4,100 New
IG
258
ING Group
Netherlands
$577K +$213K +1,499 +57%
GL
259
GLG LLC
New York
$561K +$561K +3,951 New
AIL
260
AGF Investments LLC
Ontario, Canada
$552K +$551K +3,880 New
PA
261
Profund Advisors
Maryland
$545K -$180K -1,265 -25%
WT
262
Whittier Trust
California
$542K – – –
RJA
263
Raymond James & Associates
Florida
$539K +$2.98K +21 +0.6%
NA
264
Neuburgh Advisers
California
$527K +$526K +3,706 New
Rafferty Asset Management
265
Rafferty Asset Management
New York
$505K -$140K -983 -22%
AIP
266
Ameritas Investment Partners
Nebraska
$496K – – –
FG
267
Fiduciary Group
Georgia
$494K -$11.4K -80 -2%
HI
268
Horizon Investments
North Carolina
$479K +$478K +3,368 New
N
269
Natixis
France
$476K -$6.39K -45 -1%
AIA
270
AIMZ Investment Advisors
California
$469K – – –
OI
271
Oakbrook Investments
Illinois
$454K -$85.2K -600 -16%
CCM
272
Catawba Capital Management
Virginia
$441K -$14.2K -100 -3%
ECM
273
Everence Capital Management
Indiana
$437K +$437K +3,075 New
FCM
274
Flinton Capital Management
Pennsylvania
$434K +$433K +3,052 New
SBIA
275
Sheaff Brock Investment Advisors
Indiana
$433K – – –
9 10
11
12 13

FRT Hedge Fund Activity: Q4 2016 in Review

391 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2016, worth a combined $9.67B — down 6.7% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FRT and 46 opened new positions — a net loss of 2 holders — while 135 trimmed existing stakes and 154 added.

The largest buyer was Goldman Sachs, adding an estimated $113M. The largest seller was PGGM Investments, cutting an estimated $72.1M.

  • 391 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2016, down from 397 in Q3 2016.
  • Funds reported $9.67B of Federal Realty Investment Trust stock for Q4 2016, down 6.7% quarter-over-quarter.
  • 46 funds opened new Federal Realty Investment Trust positions in Q4 2016 and 48 closed out, a net change of -2 holders.
  • The largest Federal Realty Investment Trust buyer in Q4 2016 was Goldman Sachs, an estimated $113M added.
  • The largest Federal Realty Investment Trust seller in Q4 2016 was PGGM Investments, an estimated $72.1M sold.

Based on aggregated 13F filings for Q4 2016.