We are live on ! Find out more
FRT icon

Federal Realty Investment Trust

406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 143

0% more capital invested

Capital invested by funds: $8.95B → $8.98B (+$28.3M)

0.06% more ownership

Funds ownership: 96.53%96.59% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 408406 (-2)

54% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $21.5M

Holders
406
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
SeaCrest Wealth Management
New York
$1K
TFA
402
Transamerica Financial Advisors
Florida
$1K
VFA
403
Valeo Financial Advisors
Indiana
$1K
WTB
404
Washington Trust Bank
Washington
$1K
ED
405
Exane Derivatives
France
$124
SCM
406
Stevens Capital Management
Pennsylvania
-$6.09M -48,141 Closed
D.E. Shaw & Co
407
D.E. Shaw & Co
New York
-$3.64M -28,680 Closed
RCM
408
RVB Capital Management
New York
-$2.21M -17,500 Closed
TEE
409
Tibra Equities Europe
United Kingdom
-$1.61M -12,733 Closed
Connor, Clark & Lunn Investment Management (CC&L)
410
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.09M -8,650 Closed
QSS
411
Quantitative Systematic Strategies
Florida
-$979K -7,735 Closed
Capital Fund Management (CFM)
412
Capital Fund Management (CFM)
France
-$949K -7,500 Closed
CIBC World Market
413
CIBC World Market
Ontario, Canada
-$796K -6,289 Closed
EMG
414
Ellington Management Group
Connecticut
-$633K -5,000 Closed
6M
415
6 Meridian
Kansas
-$513K -4,050 Closed
Jane Street
416
Jane Street
New York
-$397K -3,134 Closed
OC
417
Oppenheimer & Co
New York
-$321K -2,536 Closed
BCP
418
Blackhawk Capital Partners
Wisconsin
-$283K -2,238 Closed
VF
419
Virtu Financial
New York
-$231K -1,823 Closed
AACA
420
American Assets Capital Advisers
California
-$202K -1,600 Closed
Janney Montgomery Scott
421
Janney Montgomery Scott
Pennsylvania
-$202K -1,599 Closed
OAM
422
Oppenheimer Asset Management
New York
-$201K -1,586 Closed
Envestnet Asset Management
423
Envestnet Asset Management
Illinois
-$175K -1,378 Closed
RWP
424
RWA Wealth Partners
Massachusetts
-$152K -1,200 Closed
Qube Research & Technologies (QRT)
425
Qube Research & Technologies (QRT)
United Kingdom
-$128K -1,013 Closed

FRT Hedge Fund Activity: Q3 2018 in Review

406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.

  • 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
  • Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
  • 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
  • The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2018.