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Federal Realty Investment Trust

408 hedge funds and large institutions have $9.89B invested in Federal Realty Investment Trust in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $6M

18% more capital invested

Capital invested by funds: $8.38B → $9.89B (+$1.5B)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% less funds holding

Funds holding: 409408 (-1)

0.34% less ownership

Funds ownership: 96.4%96.06% (-0.34%)

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 153

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
8.83%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
145
Reduced
153
Closed
43
Calls
$11.8M
Puts
$6M
Net Calls
+$5.76M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
326
Colony Group
Massachusetts
$212K +$201K +1,535 New
TMAM
327
Tokio Marine Asset Management
Japan
$211K +$200K +1,528 New
JT
328
Jump Trading
Illinois
$210K +$199K +1,522 New
PIM
329
Penobscot Investment Management
Massachusetts
$207K +$196K +1,500 New
KRSITF
330
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$204K +$194K +1,479 New
AOWM
331
Alpha Omega Wealth Management
Virginia
$188K -$3.27K -25 -2%
TCOV
332
Trust Company of Vermont
Vermont
$179K -$2.49K -19 -1%
BWA
333
Burt Wealth Advisors
Maryland
$165K
JGIA
334
Jackson Grant Investment Advisers
Connecticut
$159K +$1.31K +10 +0.9%
FHB
335
First Hawaiian Bank
Hawaii
$152K -$28.8K -220 -17%
Victory Capital Management
336
Victory Capital Management
Texas
$150K +$655 +5 +0.5%
EFSCE
337
Enterprise Financial Services Corp (EFSC)
Missouri
$144K
TI
338
Truehand Inc
New Hampshire
$138K
MIFH
339
Migdal Insurance & Financial Holdings
Israel
$138K +$2.62K +20 +2%
MERSOM
340
Municipal Employees' Retirement System of Michigan
Michigan
$136K -$128K -980 -50%
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$120K +$393 +3 +0.3%
EWM
342
Edge Wealth Management
New York
$111K
CFB
343
Cullen/Frost Bankers
Texas
$100K +$94.5K +722 New
CWA
344
Clarus Wealth Advisors
Arizona
$90K +$655 +5 +0.8%
LS
345
Livforsakringsbolaget Skandia
Sweden
$87K
CSS
346
Cubist Systematic Strategies
Connecticut
$80K -$292K -2,229 -79%
DAM
347
Delta Asset Management
Tennessee
$80K
WAP
348
Wealthcare Advisory Partners
Pennsylvania
$78K
IA
349
IFP Advisors
Florida
$77K -$7.99K -61 -10%
MRCM
350
M&R Capital Management
New Jersey
$76K

FRT Hedge Fund Activity: Q1 2019 in Review

408 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2019, worth a combined $9.89B — up 18% from $8.38B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRT positions and 43 closed out — a net gain of 1 holder — while 145 added to existing stakes and 153 trimmed.

The largest buyer was State Street, adding an estimated $67.7M. The largest seller was Resolution Capital, cutting an estimated $41.7M.

  • 408 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2019, down from 409 in Q4 2018.
  • Funds reported $9.89B of Federal Realty Investment Trust stock for Q1 2019, up 18% quarter-over-quarter.
  • 44 funds opened new Federal Realty Investment Trust positions in Q1 2019 and 43 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q1 2019 was State Street, an estimated $67.7M added.
  • The largest Federal Realty Investment Trust seller in Q1 2019 was Resolution Capital, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2019.