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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
EFSCE
276
Enterprise Financial Services Corp (EFSC)
Missouri
$146K +$16.5K +158 +12%
TCOV
277
Trust Company of Vermont
Vermont
$132K – – –
AC
278
Alexandria Capital
Virginia
$132K +$104 +1 +0.1%
QT
279
Quantbot Technologies
New York
$111K +$115K +1,100 New
HIM
280
Hillsdale Investment Management
Ontario, Canada
$101K -$20.8K -200 -17%
ARMT
281
Amica Retiree Medical Trust
Rhode Island
$88K +$90.7K +870 New
DADC
282
D.A. Davidson & Co
Montana
$86K +$10K +96 +13%
OA
283
OFI Advisors
Pennsylvania
$83K +$12.5K +120 +17%
EWM
284
Edge Wealth Management
New York
$81K – – –
DAM
285
Delta Asset Management
Tennessee
$59K – – –
MA
286
MUFG Americas
New York
$51K – – –
GT
287
Glenmede Trust
Pennsylvania
$48K +$41.7K +400 +526%
BC
288
Bartlett & Co
Ohio
$46K – – –
HNB
289
Huntington National Bank
Ohio
$44K +$6.25K +60 +16%
Creative Planning
290
Creative Planning
Kansas
$43K -$53.5K -513 -55%
DekaBank Deutsche Girozentrale
291
DekaBank Deutsche Girozentrale
Germany
$40K -$41.7K -400 -50%
LTFS
292
Ladenburg Thalmann Financial Services
Florida
$39K -$1.35K -13 -3%
Citadel Advisors
293
Citadel Advisors
Florida
$38K +$17.3K +166 +80%
PSI
294
Pinnacle Summer Investments
Virginia
$30K -$31.3K -300 -50%
OMCS
295
Old Mutual Customised Solutions
South Africa
$30K – – –
CAL
296
Capital Analysts LLC
Pennsylvania
$27.2K +$4.17K +40 +18%
Envestnet Asset Management
297
Envestnet Asset Management
Illinois
$25K -$4.27K -41 -14%
MAM
298
Mizuho Asset Management
Japan
$19K – – –
FA
299
Financial Advantage
Maryland
$13K – – –
Manulife (Manufacturers Life Insurance)
300
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$1.26M +12,136 +14%
10 11
12
13 14

FRT Hedge Fund Activity: Q4 2013 in Review

310 of the 3,446 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.