Federal Realty Investment Trust
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$99.8M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$30.6M |
| 3 |
ECM
EII Capital Management
New York
|
+$22.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$21.7M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$23.1M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$21.8M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$21.4M |
| 4 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$20.8M |
| 5 |
ICM
IronBridge Capital Management
Oakbrook Terrace,
Illinois
|
-$17.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Schroder Investment Management Group
London,
United Kingdom
| – | -$202K | -1,995 | Closed |
|
|
KCMRT
327
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| – | -$153K | -1,510 | Closed |
|
|
FBC
328
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$134K | -1,325 | Closed |
|
|
SONJCPFA
329
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| – | -$51K | -500 | Closed |
|
|
FTUS
330
Flow Traders U.S.
New York
| – | -$8K | -80 | Closed |
|
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.