Federal Realty Investment Trust
408 hedge funds and large institutions have $8.95B invested in Federal Realty Investment Trust in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 151 reducing their positions, and 30 closing their positions.
77% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 30
9% more capital invested
Capital invested by funds: $8.18B → $8.95B (+$765M)
5% more funds holding
Funds holding: 389 → 408 (+19)
0.26% more ownership
Funds ownership: 96.27% → 96.53% (+0.26%)
18% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 151
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
54% less call options, than puts
Call options by funds: $9.2M | Put options by funds: $20.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$91M |
| 2 |
JP Morgan Chase
New York
|
+$49.6M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$29.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$27M |
| 5 |
AAMU
APG Asset Management US
New York
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$81.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$71.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$47M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$33M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$26.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Simplex Trading
Chicago,
Illinois
| – | -$102K | -864 | Closed |
|
427
Walleye Trading
New York
| – | -$67.2K | -569 | Closed |
|
|
EMG
428
ETF Managers Group
Summit,
New Jersey
| – | -$61K | -529 | Closed |
|
|
QT
429
Quantbot Technologies
New York
| – | -$55K | -482 | Closed |
|
|
SWP
430
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$48K | -410 | Closed |
|
|
MA
431
MUFG Americas
New York
| – | -$36K | -311 | Closed |
|
|
ZB
432
Zions Bancorporation
Salt Lake City,
Utah
| – | -$24K | -203 | Closed |
|
|
MCWS
433
McKinley Carter Wealth Services
Wheeling,
West Virginia
| – | -$23K | -200 | Closed |
|
|
APP
434
Avantax Planning Partners
Dubuque,
Iowa
| – | -$5K | -45 | Closed |
|
435
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$4K | -34 | Closed |
|
|
AWM
436
Avior Wealth Management
Omaha,
Nebraska
| – | -$1K | -5 | Closed |
|
|
CF
437
Centaurus Financial
Anaheim,
California
| – | +$118 | +1 | New |
|
FRT Hedge Fund Activity: Q2 2018 in Review
408 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2018, worth a combined $8.95B — up 9.3% from $8.18B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new FRT positions and 30 closed out — a net gain of 23 holders — while 124 added to existing stakes and 151 trimmed.
The largest buyer was Brookfield Corp, opening a new position worth an estimated $91M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $81.2M.
- 408 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2018, up from 389 in Q1 2018.
- Funds reported $8.95B of Federal Realty Investment Trust stock for Q2 2018, up 9.3% quarter-over-quarter.
- 53 funds opened new Federal Realty Investment Trust positions in Q2 2018 and 30 closed out, a net change of +23 holders.
- The largest Federal Realty Investment Trust buyer in Q2 2018 was Brookfield Corp, an estimated $91M added.
- The largest Federal Realty Investment Trust seller in Q2 2018 was Lasalle Investment Management Securities, an estimated $81.2M sold.
Based on aggregated 13F filings for Q2 2018.