Federal Realty Investment Trust
358 hedge funds and large institutions have $5.34B invested in Federal Realty Investment Trust in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 132 increasing their positions, 139 reducing their positions, and 51 closing their positions.
1.82% more ownership
Funds ownership: 94.21% → 96.02% (+1.8%)
5% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 139
6% less funds holding
Funds holding: 379 → 358 (-21)
12% less capital invested
Capital invested by funds: $6.07B → $5.34B (-$737M)
35% less call options, than puts
Call options by funds: $8.75M | Put options by funds: $13.4M
37% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$88.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$79.9M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$56.1M |
| 4 |
Bank of New York Mellon
New York
|
+$38.1M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$35.2M |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$34.6M |
| 3 |
Renaissance Technologies
New York
|
-$23.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.37M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
-$8.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BL
401
Balentine LLC
Atlanta,
Georgia
| – | -$6K | -68 | Closed |
|
|
PA
402
Procyon Advisors
Shelton,
Connecticut
| – | -$6K | -67 | Closed |
|
|
RG
403
Retirement Group
San Diego,
California
| – | -$6K | -65 | Closed |
|
|
OPS
404
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$5K | -59 | Closed |
|
|
VFA
405
Valeo Financial Advisors
Carmel,
Indiana
| – | -$4K | -46 | Closed |
|
|
BFEC
406
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$1K | -17 | Closed |
|
407
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -9 | Closed |
|
FRT Hedge Fund Activity: Q3 2020 in Review
358 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2020, worth a combined $5.34B — down 12% from $6.07B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of FRT and 32 opened new positions — a net loss of 19 holders — while 139 trimmed existing stakes and 132 added.
The largest buyer was Prudential plc, opening a new position worth an estimated $88.6M. The largest seller was Vanguard Group, cutting an estimated $35.2M.
- 358 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2020, down from 379 in Q2 2020.
- Funds reported $5.34B of Federal Realty Investment Trust stock for Q3 2020, down 12% quarter-over-quarter.
- 32 funds opened new Federal Realty Investment Trust positions in Q3 2020 and 51 closed out, a net change of -19 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2020 was Prudential plc, an estimated $88.6M added.
- The largest Federal Realty Investment Trust seller in Q3 2020 was Vanguard Group, an estimated $35.2M sold.
Based on aggregated 13F filings for Q3 2020.