Federal Realty Investment Trust
368 hedge funds and large institutions have $8.78B invested in Federal Realty Investment Trust in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 127 reducing their positions, and 26 closing their positions.
46% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 26
2% more funds holding
Funds holding: 361 → 368 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 127
0.59% less ownership
Funds ownership: 98% → 97.42% (-0.59%)
2% less capital invested
Capital invested by funds: $8.95B → $8.78B (-$171M)
76% less call options, than puts
Call options by funds: $3.65M | Put options by funds: $15.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
Bank of New York Mellon
New York
|
+$53.7M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$41M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$40.7M |
| 5 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$114M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$88.3M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$43.9M |
| 4 |
Millennium Management
New York
|
-$32.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$21.4M |
FRT Hedge Fund Activity: Q3 2017 in Review
368 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2017, worth a combined $8.78B — down 1.9% from $8.95B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FRT positions and 26 closed out — a net gain of 12 holders — while 127 added to existing stakes and 127 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Brookfield Corp, exiting entirely with an estimated $114M sold.
- 368 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2017, up from 361 in Q2 2017.
- Funds reported $8.78B of Federal Realty Investment Trust stock for Q3 2017, down 1.9% quarter-over-quarter.
- 38 funds opened new Federal Realty Investment Trust positions in Q3 2017 and 26 closed out, a net change of +12 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2017 was JP Morgan Chase, an estimated $133M added.
- The largest Federal Realty Investment Trust seller in Q3 2017 was Brookfield Corp, an estimated $114M sold.
Based on aggregated 13F filings for Q3 2017.