Federal Realty Investment Trust
401 hedge funds and large institutions have $7.18B invested in Federal Realty Investment Trust in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 132 reducing their positions, and 56 closing their positions.
19% more call options, than puts
Call options by funds: $6.43M | Put options by funds: $5.4M
18% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 56
1% more funds holding
Funds holding: 397 → 401 (+4)
8% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 132
0.99% more ownership
Funds ownership: 93.4% → 94.39% (+0.99%)
20% less capital invested
Capital invested by funds: $8.92B → $7.18B (-$1.74B)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$91.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$72.7M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$41.6M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$38.2M |
| 5 |
Morgan Stanley
New York
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$62.2M |
| 2 |
N
Natixis
Paris,
France
|
-$57.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$51.9M |
| 4 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$40M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$28.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
AssetMark Inc
Concord,
California
| – | -$3K | -23 | Closed |
|
|
CFD
452
Creative Financial Designs
Kokomo,
Indiana
| – | -$3K | -21 | Closed |
|
|
EW
453
Evoke Wealth
Los Angeles,
California
| – | -$1.35K | -12 | -80% |
|
|
IRC
454
Investors Research Corp
Atlanta,
Georgia
| – | -$1K | -10 | Closed |
|
|
AF
455
Allworth Financial
Folsom,
California
| – | +$112 | +1 | New |
|
FRT Hedge Fund Activity: Q2 2022 in Review
401 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2022, worth a combined $7.18B — down 20% from $8.92B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new FRT positions and 56 closed out — a net gain of 10 holders — while 142 added to existing stakes and 132 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $91.2M. The largest seller was JP Morgan Chase, cutting an estimated $62.2M.
- 401 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2022, up from 397 in Q1 2022.
- Funds reported $7.18B of Federal Realty Investment Trust stock for Q2 2022, down 20% quarter-over-quarter.
- 66 funds opened new Federal Realty Investment Trust positions in Q2 2022 and 56 closed out, a net change of +10 holders.
- The largest Federal Realty Investment Trust buyer in Q2 2022 was Schroder Investment Management Group, an estimated $91.2M added.
- The largest Federal Realty Investment Trust seller in Q2 2022 was JP Morgan Chase, an estimated $62.2M sold.
Based on aggregated 13F filings for Q2 2022.