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Federal Realty Investment Trust

361 hedge funds and large institutions have $8.95B invested in Federal Realty Investment Trust in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 142 increasing their positions, 136 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 96.37%98% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 136

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $9.27B → $8.95B (-$322M)

6% less call options, than puts

Call options by funds: $6.47M | Put options by funds: $6.86M

6% less funds holding

Funds holding: 385361 (-24)

49% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 45

Holders
361
Holders Change
-24
Holders Change %
-6.23%
% of All Funds
9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
142
Reduced
136
Closed
45
Calls
$6.47M
Puts
$6.86M
Net Calls
-$384K
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
251
QS Investors
New York
$481K
IG
252
ING Group
Netherlands
$468K +$2.84K +22 +0.6%
QSS
253
Quantitative Systematic Strategies
Florida
$454K +$458K +3,554 New
GL
254
GLG LLC
New York
$446K -$52.9K -410 -10%
FG
255
Fiduciary Group
Georgia
$439K
SB
256
Suntrust Banks
Georgia
$433K -$12.1K -94 -3%
AIA
257
AIMZ Investment Advisors
California
$417K
TAM
258
Tyers Asset Management
Texas
$414K +$42.6K +330 +11%
RJFSA
259
Raymond James Financial Services Advisors
Florida
$404K +$412K +3,198 New
MIFH
260
Migdal Insurance & Financial Holdings
Israel
$399K -$63.5K -492 -14%
CCM
261
Catawba Capital Management
Virginia
$392K
ECM
262
Everence Capital Management
Indiana
$389K
CB
263
Commerce Bank
Missouri
$386K +$15.1K +117 +4%
SFM
264
Signet Financial Management
New Jersey
$385K
OI
265
Oakbrook Investments
Illinois
$369K -$16.1K -125 -4%
CI
266
Cigna Investments
Connecticut
$352K -$32.8K -254 -8%
LTFS
267
Ladenburg Thalmann Financial Services
Florida
$345K -$69.4K -538 -16%
WT
268
Whittier Trust
California
$335K
VFA
269
Voya Financial Advisors
Connecticut
$330K +$13.2K +102 +4%
DADC
270
D.A. Davidson & Co
Montana
$327K -$2.06K -16 -0.6%
HWM
271
Holloway Wealth Management
Florida
$327K
PFC
272
Phocas Financial Corp
California
$323K
Creative Planning
273
Creative Planning
Kansas
$320K -$9.54K -74 -3%
LI
274
Lafayette Investments
Maryland
$316K
HIMC
275
Heritage Investors Management Corp
Maryland
$310K

FRT Hedge Fund Activity: Q2 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2017, worth a combined $8.95B — down 3.5% from $9.27B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of FRT and 23 opened new positions — a net loss of 22 holders — while 136 trimmed existing stakes and 142 added.

The largest buyer was JP Morgan Chase, adding an estimated $192M. The largest seller was Eaton Vance Management, cutting an estimated $100M.

  • 361 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2017, down from 385 in Q1 2017.
  • Funds reported $8.95B of Federal Realty Investment Trust stock for Q2 2017, down 3.5% quarter-over-quarter.
  • 23 funds opened new Federal Realty Investment Trust positions in Q2 2017 and 45 closed out, a net change of -22 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2017 was JP Morgan Chase, an estimated $192M added.
  • The largest Federal Realty Investment Trust seller in Q2 2017 was Eaton Vance Management, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2017.