Federal Realty Investment Trust
306 hedge funds and large institutions have $8.35B invested in Federal Realty Investment Trust in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 116 increasing their positions, 106 reducing their positions, and 24 closing their positions.
55% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $918K
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
9% more capital invested
Capital invested by funds: $7.67B → $8.35B (+$688M)
2.53% more ownership
Funds ownership: 100.15% → 102.68% (+2.5%)
9% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 106
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
0% less funds holding
Funds holding: 307 → 306 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$335M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$74.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$57.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$38.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$55.8M |
| 2 |
Cohen & Steers
New York
|
-$54.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$41.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$37.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$29.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NG
326
NatWest Group
Edinburgh, Scotland,
United Kingdom
| – | -$258K | -2,253 | Closed |
|
|
SCM
327
Stux Capital Management
New York
| – | -$252K | -2,200 | Closed |
|
328
LPL Financial
San Diego,
California
| – | -$201K | -1,752 | Closed |
|
|
OMCS
329
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$34K | -300 | Closed |
|
|
WRM
330
Westport Resources Management
Westport,
Connecticut
| – | -$4K | -34 | Closed |
|
|
GC
331
Globeflex Capital
San Diego,
California
| – | -$1K | -13 | Closed |
|
FRT Hedge Fund Activity: Q2 2014 in Review
306 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2014, worth a combined $8.35B — up 9% from $7.67B a quarter earlier.
Fund positioning in FRT was balanced in Q2 2014: 24 funds opened new positions, 24 closed out, 116 added to existing stakes and 106 trimmed.
The largest buyer was Norges Bank, adding an estimated $335M. The largest seller was Daiwa Securities Group, cutting an estimated $55.8M.
- 306 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2014, down from 307 in Q1 2014.
- Funds reported $8.35B of Federal Realty Investment Trust stock for Q2 2014, up 9% quarter-over-quarter.
- 24 funds opened new Federal Realty Investment Trust positions in Q2 2014 and 24 closed out, a net change of 0 holders.
- The largest Federal Realty Investment Trust buyer in Q2 2014 was Norges Bank, an estimated $335M added.
- The largest Federal Realty Investment Trust seller in Q2 2014 was Daiwa Securities Group, an estimated $55.8M sold.
Based on aggregated 13F filings for Q2 2014.