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Federal Realty Investment Trust
FRT

Overview Fund Activity

426 hedge funds and large institutions have $9.08B invested in Federal Realty Investment Trust in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 142 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-5
Holders Change %
-1.16%
% of All Funds
8.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
50
Increased
161
Reduced
142
Closed
42
Calls
$2.07M
Puts
$7.49M
Net Calls
-$5.42M
Net Calls Change
-$5.41M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$76.1M
2
LIMS
Lasalle Investment Management Securities
Maryland
+$56.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$23.3M
4
HRES
Heitman Real Estate Securities
Illinois
+$18M
5
WG
Winton Group
United Kingdom
+$13.4M

Top Sellers

1
State Street
State Street
Massachusetts
-$64.6M
2
Cohen & Steers
Cohen & Steers
New York
-$49.4M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$49.2M
4
CC
Carlson Capital
Texas
-$48.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
401
Parallel Advisors
California
$4K +$1.13K +9 +39%
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$3K -$2K -14 -40%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
Bessemer Group
404
Bessemer Group
New Jersey
$3K – – –
PFBT
405
Parkside Financial Bank & Trust
Missouri
$3K – – –
CAW
406
Cornerstone Advisors (Washington)
Washington
$3K +$692 +6 +30%
ECM
407
EII Capital Management
New York
$2.31K – – –
TFA
408
Transamerica Financial Advisors
Florida
$2K -$250 -1 -11%
PCG
409
Private Capital Group
Connecticut
$2K – – –
BC
410
Barnett & Company
Tennessee
$2K +$1.53K +13 +325%
TFO
411
Tarbox Family Office
California
$2K +$2K +15 New
AWA
412
Arkadios Wealth Advisors
Georgia
$1.5K +$1.5K +12 New
RIA
413
Realta Investment Advisors
Delaware
$1K – – –
TFGT
414
TS Financial Group (TSFG)
Illinois
$1K – – –
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$1K – – –
GI
416
Gradient Investments
Minnesota
$1K – – –
IA
417
IFP Advisors
Florida
$1K – – –
Fidelity International
418
Fidelity International
Bermuda
$1K +$91 +1 +10%
MCM
419
MV Capital Management
Maryland
$1K +$1K +4 New
TWA
420
TCI Wealth Advisors
Arizona
$1K +$1K +5 New
WCM
421
Wealthcare Capital Management
Virginia
$1K +$1K +9 New
PW
422
Price Wealth
Texas
$1K +$1K +10 New
BCA
423
Berman Capital Advisors
Georgia
$1K +$1K +11 New
ED
424
Exane Derivatives
France
$128 – – –
CC
425
Carlson Capital
Texas
– -$48.3M -354,621 Closed
15 16
17
18 19