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Federal Realty Investment Trust

379 hedge funds and large institutions have $10.3B invested in Federal Realty Investment Trust in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 133 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 19

119% more call options, than puts

Call options by funds: $5.03M | Put options by funds: $2.29M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

10% more funds holding

Funds holding: 343379 (+36)

3% more capital invested

Capital invested by funds: $9.99B → $10.3B (+$331M)

1% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 132

0.42% more ownership

Funds ownership: 99.52%99.93% (+0.42%)

Holders
379
Holders Change
+36
Holders Change %
+10.5%
% of All Funds
10.1%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
57
Increased
133
Reduced
132
Closed
19
Calls
$5.03M
Puts
$2.29M
Net Calls
+$2.73M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$75.8M +$4.2M +28,067 +6%
ACM
27
Adelante Capital Management
California
$74.1M -$21.8M -145,832 -23%
Swiss National Bank
28
Swiss National Bank
Switzerland
$73.3M +$7.2M +48,100 +11%
TA
29
Teachers Advisors
New York
$72.5M -$991K -6,622 -1%
DPIM
30
Duff & Phelps Investment Management
Illinois
$69.9M -$13.1M -87,350 -16%
NIPH
31
NN Investment Partners Holdings
Netherlands
$64.7M +$62.1M +414,789 New
CWAM
32
Columbia Wanger Asset Management
Illinois
$59.7M
UIC
33
Uniplan Investment Counsel
Wisconsin
$57M +$150 +1 +0%
Bank of America
34
Bank of America
North Carolina
$55.9M -$1.91M -12,762 -3%
Cohen & Steers
35
Cohen & Steers
New York
$54.9M -$181M -1,206,756 -77%
TCIM
36
TIAA CREF Investment Management
New York
$52.3M -$9.42M -62,939 -16%
UBS AM
37
UBS AM
Illinois
$50.9M -$4.81M -32,158 -9%
CS
38
Credit Suisse
Switzerland
$49.7M -$552K -3,688 -1%
JHIU
39
Janus Henderson Investors US
Colorado
$48M +$29.1M +194,127 +171%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$45.1M +$11.5M +76,522 +36%
Morgan Stanley
41
Morgan Stanley
New York
$40.6M -$16.1M -107,502 -29%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$40M +$2.94M +19,647 +8%
BlackRock
43
BlackRock
New York
$39.6M +$8.37M +55,921 +28%
PI
44
Putnam Investments
Massachusetts
$38.6M +$285K +1,903 +0.8%
RFC
45
Russell Frank Company
Washington
$35.7M +$1.05M +6,996 +3%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$34.4M +$2.38M +15,915 +8%
Asset Management One
47
Asset Management One
Japan
$32.9M -$1.75M -11,695 -5%
Marshall Wace
48
Marshall Wace
United Kingdom
$31.4M +$30.1M +201,196 New
Macquarie Group
49
Macquarie Group
Australia
$31.3M +$5.41M +36,154 +22%
PS
50
Presima Securities
Quebec, Canada
$30.7M +$2.18M +14,600 +8%

FRT Hedge Fund Activity: Q1 2016 in Review

379 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2016, worth a combined $10.3B — up 3.3% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FRT positions and 19 closed out — a net gain of 38 holders — while 133 added to existing stakes and 132 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $391M. The largest seller was Cohen & Steers, cutting an estimated $181M.

  • 379 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2016, up from 343 in Q4 2015.
  • Funds reported $10.3B of Federal Realty Investment Trust stock for Q1 2016, up 3.3% quarter-over-quarter.
  • 57 funds opened new Federal Realty Investment Trust positions in Q1 2016 and 19 closed out, a net change of +38 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2016 was Royal London Asset Management, an estimated $391M added.
  • The largest Federal Realty Investment Trust seller in Q1 2016 was Cohen & Steers, an estimated $181M sold.

Based on aggregated 13F filings for Q1 2016.