Federal Realty Investment Trust
389 hedge funds and large institutions have $6.97B invested in Federal Realty Investment Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.
122% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $5.61M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 126
1.18% more ownership
Funds ownership: 94.39% → 95.57% (+1.2%)
3% less capital invested
Capital invested by funds: $7.18B → $6.97B (-$204M)
3% less funds holding
Funds holding: 401 → 389 (-12)
14% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$174M |
| 2 |
State Street
Boston,
Massachusetts
|
+$115M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$75.6M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$61.2M |
| 5 |
RIM
Rush Island Management
New York
|
+$40.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$43.2M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$40.2M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$38.2M |
| 4 |
JP Morgan Chase
New York
|
-$30.6M |
| 5 |
Renaissance Technologies
New York
|
-$26.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
426
SeaCrest Wealth Management
Purchase,
New York
| – | -$46K | -482 | Closed |
|
427
Group One Trading
Chicago,
Illinois
| – | -$41K | -404 | Closed |
|
|
BSB
428
Bangor Savings Bank
Bangor,
Maine
| – | -$19K | -200 | Closed |
|
|
COCM
429
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$16K | -166 | Closed |
|
|
CI
430
CX Institutional
Auburn,
Indiana
| – | -$14K | -151 | Closed |
|
|
SSG
431
Summit Securities Group
New York
| – | -$14K | -148 | Closed |
|
|
NICM
432
Neo Ivy Capital Management
New York
| – | -$8K | -86 | Closed |
|
|
HWA
433
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$8K | -79 | Closed |
|
|
AWM
434
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$5K | -50 | Closed |
|
|
PTC
435
Private Trust Company
Cleveland,
Ohio
| – | -$5K | -48 | Closed |
|
|
GKIM
436
GW&K Investment Management
Boston,
Massachusetts
| – | -$2K | -16 | Closed |
|
|
CWP
437
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1K | -7 | Closed |
|
FRT Hedge Fund Activity: Q3 2022 in Review
389 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2022, worth a combined $6.97B — down 2.8% from $7.18B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of FRT and 43 opened new positions — a net loss of 7 holders — while 126 trimmed existing stakes and 158 added.
The largest buyer was Capital Research Global Investors, adding an estimated $174M. The largest seller was Millennium Management, cutting an estimated $43.2M.
- 389 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2022, down from 401 in Q2 2022.
- Funds reported $6.97B of Federal Realty Investment Trust stock for Q3 2022, down 2.8% quarter-over-quarter.
- 43 funds opened new Federal Realty Investment Trust positions in Q3 2022 and 50 closed out, a net change of -7 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2022 was Capital Research Global Investors, an estimated $174M added.
- The largest Federal Realty Investment Trust seller in Q3 2022 was Millennium Management, an estimated $43.2M sold.
Based on aggregated 13F filings for Q3 2022.