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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
CAL
351
Capital Analysts LLC
Pennsylvania
$76K +$262 +2 +0.4%
TAM
352
Tiverton Asset Management
Delaware
$72K
BCWM
353
Bartlett & Co Wealth Management
Ohio
$62.5K
BC
354
Bartlett & Co
Ohio
$62K
APA
355
American Portfolios Advisors
New York
$60.1K +$1.44K +11 +3%
PI
356
PineBridge Investments
New York
$54K -$77.2K -590 -60%
FANJ
357
Financial Architects (New Jersey)
New Jersey
$39K -$131 -1 -0.4%
IDBONY
358
Israel Discount Bank of New York
New York
$38K
HNB
359
Huntington National Bank
Ohio
$36K -$19.6K -150 -37%
QCG
360
Quadrant Capital Group
Ohio
$36K +$30.9K +236 +694%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$32K +$36K +275 New
CIA
362
CSat Investment Advisory
Michigan
$31K +$3.14K +24 +12%
GLI
363
Guardian Life Insurance
New York
$29K
FHA
364
First Horizon Advisors
Tennessee
$25K
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$25K
ZB
366
Zions Bancorporation
Utah
$25K +$23.6K +180 New
PCG
367
Private Capital Group
Connecticut
$20K
GWS
368
Glassman Wealth Services
Virginia
$19K
S
369
SignatureFD
Georgia
$18K +$3.54K +27 +27%
MWNA
370
Marshall Wace North America
New York
$18K +$17K +130 New
SLF
371
Sun Life Financial
Ontario, Canada
$17K -$10.1K -77 -38%
FA
372
Financial Advantage
Maryland
$17K
FHA
373
Flagship Harbor Advisors
Massachusetts
$16K +$131 +1 +0.9%
BBHC
374
Brown Brothers Harriman & Co
New York
$16K +$14.9K +114 New
RE
375
RBC Europe
United Kingdom
$14.5K

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.