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Federal Realty Investment Trust

408 hedge funds and large institutions have $9.89B invested in Federal Realty Investment Trust in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $6M

18% more capital invested

Capital invested by funds: $8.38B → $9.89B (+$1.5B)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% less funds holding

Funds holding: 409408 (-1)

0.34% less ownership

Funds ownership: 96.4%96.06% (-0.34%)

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 153

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
8.83%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
145
Reduced
153
Closed
43
Calls
$11.8M
Puts
$6M
Net Calls
+$5.76M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
ALPS Advisors
Colorado
$575K -$23.6K -180 -4%
CGH
252
Crossmark Global Holdings
Texas
$573K -$28.8K -220 -5%
MAFM
253
Mid Atlantic Financial Management
Pennsylvania
$570K -$17K -130 -3%
RCM
254
Riverhead Capital Management
Delaware
$561K
AG
255
Advisor Group
Arizona
$551K +$86.9K +664 +20%
LSERS
256
Louisiana State Employees Retirement System
Louisiana
$538K
DTL
257
Dynamic Technology Lab
Singapore
$535K -$326K -2,491 -39%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$531K -$166K -1,269 -25%
6M
259
6 Meridian
Kansas
$522K +$496K +3,788 New
II
260
IFM Investors
Australia
$520K +$33.9K +259 +7%
TAM
261
Tyers Asset Management
Texas
$494K +$5.76K +44 +1%
Franklin Resources
262
Franklin Resources
California
$487K +$96.5K +737 +26%
OI
263
Oakbrook Investments
Illinois
$484K -$3.27K -25 -0.7%
WorldQuant Millennium Advisors
264
WorldQuant Millennium Advisors
New York
$473K +$11.7K +89 +3%
RJFSA
265
Raymond James Financial Services Advisors
Florida
$466K -$65.6K -501 -13%
AP
266
Advisor Partners
California
$456K -$23.2K -177 -5%
AIA
267
AIMZ Investment Advisors
California
$455K
UH
268
Unigestion Holding
Switzerland
$455K +$52.4K +400 +14%
KRS
269
Kentucky Retirement Systems
Kentucky
$448K +$4.97K +38 +1%
Wolverine Trading
270
Wolverine Trading
Illinois
$439K +$417K +3,188 New
JA
271
JOYN Advisors
Georgia
$438K -$916 -7 -0.2%
FG
272
Fiduciary Group
Georgia
$436K
Wealthfront Advisers
273
Wealthfront Advisers
California
$414K -$30.9K -236 -7%
SFM
274
Signet Financial Management
New Jersey
$409K
SWMG
275
Strategic Wealth Management Group
Maryland
$401K -$141K -1,075 -27%

FRT Hedge Fund Activity: Q1 2019 in Review

408 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2019, worth a combined $9.89B — up 18% from $8.38B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRT positions and 43 closed out — a net gain of 1 holder — while 145 added to existing stakes and 153 trimmed.

The largest buyer was State Street, adding an estimated $67.7M. The largest seller was Resolution Capital, cutting an estimated $41.7M.

  • 408 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2019, down from 409 in Q4 2018.
  • Funds reported $9.89B of Federal Realty Investment Trust stock for Q1 2019, up 18% quarter-over-quarter.
  • 44 funds opened new Federal Realty Investment Trust positions in Q1 2019 and 43 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q1 2019 was State Street, an estimated $67.7M added.
  • The largest Federal Realty Investment Trust seller in Q1 2019 was Resolution Capital, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2019.