Federal Realty Investment Trust
331 hedge funds and large institutions have $8.96B invested in Federal Realty Investment Trust in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 122 reducing their positions, and 16 closing their positions.
181% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 16
11% more capital invested
Capital invested by funds: $8.04B → $8.96B (+$912M)
8% more funds holding
Funds holding: 307 → 331 (+24)
2.07% less ownership
Funds ownership: 100.05% → 97.98% (-2.1%)
14% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 122
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
94% less call options, than puts
Call options by funds: $173K | Put options by funds: $3.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$58.5M |
| 2 |
ACM
Adelante Capital Management
Alameda,
California
|
+$38.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$30.9M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$46.4M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$45M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$38.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$38.3M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$35.2M |
FRT Hedge Fund Activity: Q4 2014 in Review
331 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2014, worth a combined $8.96B — up 11% from $8.04B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FRT positions and 16 closed out — a net gain of 29 holders — while 105 added to existing stakes and 122 trimmed.
The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $58.5M. The largest seller was Heitman Real Estate Securities, cutting an estimated $46.4M.
- 331 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2014, up from 307 in Q3 2014.
- Funds reported $8.96B of Federal Realty Investment Trust stock for Q4 2014, up 11% quarter-over-quarter.
- 45 funds opened new Federal Realty Investment Trust positions in Q4 2014 and 16 closed out, a net change of +29 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2014 was Lord, Abbett & Co, an estimated $58.5M added.
- The largest Federal Realty Investment Trust seller in Q4 2014 was Heitman Real Estate Securities, an estimated $46.4M sold.
Based on aggregated 13F filings for Q4 2014.