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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
FHA
301
First Horizon Advisors
Tennessee
$10K +$10K +96 New
BAM
302
Barrett Asset Management
New York
$7K -$521 -5 -7%
WRM
303
Westport Resources Management
Connecticut
$7K – – –
PCM
304
Prelude Capital Management
New York
$6K -$4.17K -40 -40%
PAS
305
Partnervest Advisory Services
California
$6K – – –
ST
306
Stifel Trust
Missouri
$6K – – –
WEC
307
Winslow Evans & Crocker
Massachusetts
$4K +$3.65K +35 New
WCBA
308
Weaver C. Barksdale & Associates
Tennessee
$3K – – –
PMFA
309
Plante Moran Financial Advisors
Michigan
$2K – – –
CAW
310
Cornerstone Advisors (Washington)
Washington
$1K +$521 +5 New
GC
311
Globeflex Capital
California
$1K +$1.35K +13 New
ICM
312
IronBridge Capital Management
Illinois
– -$17.7M -174,061 Closed
AIM
313
abrdn Investment Management
United Kingdom
– -$16.7M -164,171 Closed
Nomura Holdings
314
Nomura Holdings
Japan
– -$7.37M -72,568 Closed
HSS
315
Harrison Street Securities
Illinois
– -$4.17M -41,110 Closed
BCMU
316
BlueCrest Capital Management (UK)
Guernsey
– -$1.98M -19,500 Closed
Jane Street
317
Jane Street
New York
– -$1.75M -17,285 Closed
Los Angeles Capital Management
318
Los Angeles Capital Management
California
– -$1.67M -16,497 Closed
GH
319
GAM Holding
Switzerland
– -$1.55M -15,300 Closed
FCBT
320
First Citizens Bank & Trust
North Carolina
– -$624K -6,146 Closed
ACI
321
Advance Capital I
Michigan
– -$609K -6,000 Closed
AAM
322
Aston Asset Management
Illinois
– -$343K -3,380 Closed
PFC
323
Phocas Financial Corp
California
– -$321K -3,165 Closed
WA
324
Whitebox Advisors
Minnesota
– -$243K -2,400 Closed
1GA
325
1st Global Advisors
Texas
– -$212K -2,087 Closed
10 11 12
13
14

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.