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Federal Realty Investment Trust
FRT

324 hedge funds and large institutions have $9.76B invested in Federal Realty Investment Trust in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 113 increasing their positions, 125 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

9% more capital invested

Capital invested by funds: $8.96B → $9.76B (+$803M)

10% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 125

1.35% less ownership

Funds ownership: 97.98% → 96.63% (-1.4%)

2% less funds holding

Funds holding: 331 → 324 (-7)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

49% less call options, than puts

Call options by funds: $1.99M | Put options by funds: $3.9M

Holders
324
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
8.64%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
16
Increased
113
Reduced
125
Closed
20
Calls
$1.99M
Puts
$3.9M
Net Calls
-$1.91M
Net Calls Change
+$942K

Top Buyers

1
Invesco
Invesco
Georgia
+$92.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$66.8M
3
PS
Presima Securities
Quebec, Canada
+$31.9M
4
BFA
BlackRock Fund Advisors
California
+$30.1M
5
LIMS
Lasalle Investment Management Securities
Maryland
+$25.7M

Top Sellers

1
State Street
State Street
Massachusetts
-$44.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.8M
3
Cohen & Steers
Cohen & Steers
New York
-$37.8M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$36.6M
5
Morgan Stanley
Morgan Stanley
New York
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Adelante Capital Management
California
$68.1M +$8.07M +56,238 +14%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$67.5M +$1.15M +7,990 +2%
Swiss National Bank
28
Swiss National Bank
Switzerland
$64.2M +$1.36M +9,500 +2%
UBS AM
29
UBS AM
Illinois
$63.9M -$1.53M -10,674 -2%
IG
30
ING Group
Netherlands
$63.8M -$2.58M -18,000 -4%
Legal & General Group
31
Legal & General Group
United Kingdom
$58.9M -$1.39M -9,711 -2%
TA
32
Teachers Advisors
New York
$56.2M -$19.6M -136,732 -26%
RFC
33
Russell Frank Company
Washington
$52M +$4.5M +31,355 +10%
JHIU
34
Janus Henderson Investors US
Colorado
$50.9M +$6.78M +47,216 +16%
RC
35
Resolution Capital
Australia
$47.2M -$1.79M -12,500 -4%
Charles Schwab
36
Charles Schwab
California
$44.8M +$3.87M +26,949 +10%
Goldman Sachs
37
Goldman Sachs
New York
$42.3M -$2.42M -16,838 -6%
Asset Management One
38
Asset Management One
Japan
$41.5M +$1.77M +12,341 +5%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$38.1M -$1.43M -9,942 -4%
PHAM
40
Pacific Heights Asset Management
California
$36.8M -$7.18M -50,000 -17%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$36.6M +$2.92M +20,334 +9%
TCIM
42
TIAA CREF Investment Management
New York
$35.8M +$3.78M +26,364 +12%
BIM
43
BlackRock Investment Management
Delaware
$34.4M -$805K -5,608 -2%
Bank of America
44
Bank of America
North Carolina
$34.3M +$2.22M +15,501 +7%
PS
45
Presima Securities
Quebec, Canada
$32.7M +$31.9M +222,400 New
SAM
46
Securian Asset Management
Minnesota
$32M +$5.67M +39,522 +22%
CS
47
Credit Suisse
Switzerland
$30.4M -$1.69M -11,774 -5%
BlackRock
48
BlackRock
New York
$27.2M +$3.79M +26,412 +17%
WBC
49
Westpac Banking Corp
Australia
$26.4M -$4M -27,880 -14%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$26.1M -$165K -1,153 -0.6%
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3 4 5

FRT Hedge Fund Activity: Q1 2015 in Review

324 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2015, worth a combined $9.76B — up 9% from $8.96B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FRT and 16 opened new positions — a net loss of 4 holders — while 125 trimmed existing stakes and 113 added.

The largest buyer was Invesco, adding an estimated $92.3M. The largest seller was State Street, cutting an estimated $44.2M.

  • 324 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2015, down from 331 in Q4 2014.
  • Funds reported $9.76B of Federal Realty Investment Trust stock for Q1 2015, up 9% quarter-over-quarter.
  • 16 funds opened new Federal Realty Investment Trust positions in Q1 2015 and 20 closed out, a net change of -4 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2015 was Invesco, an estimated $92.3M added.
  • The largest Federal Realty Investment Trust seller in Q1 2015 was State Street, an estimated $44.2M sold.

Based on aggregated 13F filings for Q1 2015.