Federal Realty Investment Trust
307 hedge funds and large institutions have $7.67B invested in Federal Realty Investment Trust in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 135 increasing their positions, 89 reducing their positions, and 26 closing their positions.
217% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $951K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
52% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 89
12% more capital invested
Capital invested by funds: $6.82B → $7.67B (+$847M)
0% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 26
1% less funds holding
Funds holding: 310 → 307 (-3)
3.28% less ownership
Funds ownership: 103.43% → 100.15% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$109M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$67.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$66.2M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$65.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$240M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$27.6M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$23.4M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$18.6M |
| 5 |
Millennium Management
New York
|
-$18.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BMCMI
326
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| – | -$289K | -2,847 | Closed |
|
|
PAM
327
Princeton Alpha Management
Princeton Junction,
New Jersey
| – | -$251K | -2,477 | Closed |
|
328
Verition Fund Management
Greenwich,
Connecticut
| – | -$239K | -2,354 | Closed |
|
|
QT
329
Quantbot Technologies
New York
| – | -$111K | -1,100 | Closed |
|
|
HNB
330
Huntington National Bank
Columbus,
Ohio
| – | -$44K | -436 | Closed |
|
331
Citadel Advisors
Miami,
Florida
| – | -$40.8K | -373 | Closed |
|
|
BAM
332
Barrett Asset Management
New York
| – | -$7K | -70 | Closed |
|
|
PCM
333
Prelude Capital Management
New York
| – | -$6K | -60 | Closed |
|
FRT Hedge Fund Activity: Q1 2014 in Review
307 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2014, worth a combined $7.67B — up 12% from $6.82B a quarter earlier.
Fund positioning in FRT was balanced in Q1 2014: 26 funds opened new positions, 26 closed out, 135 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $240M.
- 307 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2014, down from 310 in Q4 2013.
- Funds reported $7.67B of Federal Realty Investment Trust stock for Q1 2014, up 12% quarter-over-quarter.
- 26 funds opened new Federal Realty Investment Trust positions in Q1 2014 and 26 closed out, a net change of 0 holders.
- The largest Federal Realty Investment Trust buyer in Q1 2014 was Fidelity Investments, an estimated $109M added.
- The largest Federal Realty Investment Trust seller in Q1 2014 was Cohen & Steers, an estimated $240M sold.
Based on aggregated 13F filings for Q1 2014.