Federal Realty Investment Trust
307 hedge funds and large institutions have $8.04B invested in Federal Realty Investment Trust in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 106 reducing their positions, and 24 closing their positions.
20% more call options, than puts
Call options by funds: $2.38M | Put options by funds: $1.98M
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
5% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 106
0% more funds holding
Funds holding: 306 → 307 (+1)
4% less capital invested
Capital invested by funds: $8.35B → $8.04B (-$310M)
2.63% less ownership
Funds ownership: 102.68% → 100.05% (-2.6%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$198M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$54.8M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$53M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$46.4M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$349M |
| 2 |
ECM
EII Capital Management
New York
|
-$147M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$74.7M |
| 4 |
Barclays
London,
United Kingdom
|
-$23.2M |
| 5 |
Bank of New York Mellon
New York
|
-$19.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCCM
326
First City Capital Management
Savannah,
Georgia
| – | -$30.2K | -250 | Closed |
|
327
Citadel Advisors
Miami,
Florida
| – | -$28K | -235 | Closed |
|
|
PAS
328
Partnervest Advisory Services
Santa Barbara,
California
| – | -$7K | -55 | Closed |
|
|
S
329
SignatureFD
Atlanta,
Georgia
| – | -$3K | -25 | Closed |
|
|
PMFA
330
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2K | -19 | Closed |
|
331
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -13 | Closed |
|
FRT Hedge Fund Activity: Q3 2014 in Review
307 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2014, worth a combined $8.04B — down 3.7% from $8.35B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FRT positions and 24 closed out — a net gain of 4 holders — while 111 added to existing stakes and 106 trimmed.
The largest buyer was PGGM Investments, adding an estimated $198M. The largest seller was Norges Bank, cutting an estimated $349M.
- 307 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2014, up from 306 in Q2 2014.
- Funds reported $8.04B of Federal Realty Investment Trust stock for Q3 2014, down 3.7% quarter-over-quarter.
- 28 funds opened new Federal Realty Investment Trust positions in Q3 2014 and 24 closed out, a net change of +4 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2014 was PGGM Investments, an estimated $198M added.
- The largest Federal Realty Investment Trust seller in Q3 2014 was Norges Bank, an estimated $349M sold.
Based on aggregated 13F filings for Q3 2014.