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Federal Realty Investment Trust

406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 143

0% more capital invested

Capital invested by funds: $8.95B → $8.98B (+$28.3M)

0.06% more ownership

Funds ownership: 96.53%96.59% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 408406 (-2)

54% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $21.5M

Holders
406
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
Contravisory Investment Management
Massachusetts
$306K +$307K +2,417 New
KeyBank National Association
302
KeyBank National Association
Ohio
$291K -$508 -4 -0.2%
EOJOAM
303
E. Ohman J:or Asset Management
Sweden
$291K
FMW
304
Farr Miller & Washington
District of Columbia
$290K
SSW
305
Smith Shellnut Wilson
Mississippi
$288K +$289K +2,275 New
GLA
306
Great Lakes Advisors
Illinois
$283K -$4.7K -37 -2%
LTFS
307
Ladenburg Thalmann Financial Services
Florida
$283K +$80.8K +636 +39%
AG
308
Advisor Group
Arizona
$282K -$51.9K -409 -15%
VFA
309
Voya Financial Advisors
Connecticut
$282K -$2.03K -16 -0.7%
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$280K +$48.5K +382 +21%
Two Sigma Advisers
311
Two Sigma Advisers
New York
$279K -$10.2M -80,000 -97%
CI
312
Cigna Investments
Connecticut
$277K -$12.7K -100 -4%
WG
313
Winton Group
United Kingdom
$271K -$3.21M -25,237 -92%
Neuberger Berman Group
314
Neuberger Berman Group
New York
$270K +$38.4K +302 +17%
MA
315
Montag & Associates
Georgia
$266K
Baillie Gifford & Co
316
Baillie Gifford & Co
United Kingdom
$266K +$267K +2,100 New
PIA
317
Piedmont Investment Advisors
North Carolina
$259K -$14.4K -113 -5%
SAM
318
Silvercrest Asset Management
New York
$253K
MSE
319
MUFG Securities EMEA
United Kingdom
$252K +$243K +1,910 +2,329%
DADC
320
D.A. Davidson & Co
Montana
$248K -$3.43K -27 -1%
DWT
321
Dorsey & Whitney Trust
South Dakota
$247K +$6.48K +51 +3%
PHK
322
Point72 Hong Kong
Hong Kong
$243K +$172K +1,352 +238%
CC
323
ClearArc Capital
Ohio
$242K +$5.59K +44 +2%
LCM
324
Landscape Capital Management
New Jersey
$240K -$128K -1,004 -35%
BA
325
Boston Advisors
Massachusetts
$231K

FRT Hedge Fund Activity: Q3 2018 in Review

406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.

  • 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
  • Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
  • 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
  • The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2018.