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Federal Realty Investment Trust
FRT

Overview Fund Activity

390 hedge funds and large institutions have $11.3B invested in Federal Realty Investment Trust in 2016 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 164 increasing their positions, 118 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+11
Holders Change %
+2.9%
% of All Funds
10.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
38
Increased
164
Reduced
118
Closed
21
Calls
$5.21M
Puts
$3.64M
Net Calls
+$1.57M
Net Calls Change
-$1.16M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$56.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$55.1M
3
HRES
Heitman Real Estate Securities
Illinois
+$53.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$39.7M
5
BFA
BlackRock Fund Advisors
California
+$32.3M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$432M
2
NIPH
NN Investment Partners Holdings
Netherlands
-$66M
3
Deutsche Bank
Deutsche Bank
Germany
-$54.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$52.1M
5
Invesco
Invesco
Georgia
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$70K +$3.33K +20 +5%
HNB
352
Huntington National Bank
Ohio
$66K -$7.24K -44 -10%
Toronto Dominion Bank
353
Toronto Dominion Bank
Ontario, Canada
$63K -$23.9K -145 -27%
Creative Planning
354
Creative Planning
Kansas
$57K -$3K -18 -5%
QCG
355
Quadrant Capital Group
Ohio
$52K +$751 +5 +1%
S
356
SignatureFD
Georgia
$50K +$10.2K +62 +26%
AAM
357
Advisors Asset Management
Colorado
$50K +$33.3K +200 +200%
MRCM
358
M&R Capital Management
New Jersey
$49K +$49K +300 New
RFWA
359
RPg Family Wealth Advisory
Massachusetts
$48.4K +$24.2K +146 +100%
GLI
360
Guardian Life Insurance
New York
$43K – – –
EWM
361
Evercore Wealth Management
New York
$33K -$16.5K -100 -33%
PHK
362
Point72 Hong Kong
Hong Kong
$33K – – –
AIM
363
Advantage Investment Management
Iowa
$33K – – –
WTB
364
Washington Trust Bank
Washington
$29K – – –
SI
365
Sentry Investments
Ontario, Canada
$23.4K +$7.91K +47,800 +51%
FHA
366
First Horizon Advisors
Tennessee
$23K -$5.71K -34 -20%
GWS
367
Glassman Wealth Services
Virginia
$23K – – –
SBL
368
Sargent Bickham Lagudis
Colorado
$22K +$169 +1 +0.8%
MFS
369
MSI Financial Services
Massachusetts
$20K -$2.2K -13 -10%
IWM
370
Integrated Wealth Management
California
$18K – – –
TC
371
Trust Company
Kansas
$17K – – –
MMG
372
Monetary Management Group
Missouri
$17K – – –
WAM
373
Wealthspire Advisors (Maryland)
Maryland
$16K – – –
TRCT
374
Tower Research Capital (TRC)
New York
$13K -$1.03K -6 -7%
PCM
375
Penserra Capital Management
California
$12K +$5K +30 +71%
13 14
15
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