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Federal Realty Investment Trust

406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 143

0% more capital invested

Capital invested by funds: $8.95B → $8.98B (+$28.3M)

0.06% more ownership

Funds ownership: 96.53%96.59% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 408406 (-2)

54% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $21.5M

Holders
406
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$60.2M +$7.48M +58,933 +14%
TA
27
Teachers Advisors
New York
$58.7M -$564K -4,439 -0.9%
Millennium Management
28
Millennium Management
New York
$56.8M -$5.94M -46,767 -9%
SO
29
STRS Ohio
Ohio
$56.7M +$974K +7,666 +2%
UBS AM
30
UBS AM
Illinois
$55.9M +$1.35M +10,594 +2%
Aberdeen Group
31
Aberdeen Group
United Kingdom
$55.5M +$484K +3,808 +0.9%
Swiss National Bank
32
Swiss National Bank
Switzerland
$55.5M -$1.8M -14,200 -3%
CIM
33
Centersquare Investment Management
Pennsylvania
$55.2M +$21.8M +171,338 +65%
Prudential Financial
34
Prudential Financial
New Jersey
$52.6M +$5.28M +41,555 +11%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$42.3M +$7.4M +58,300 +21%
TCIM
36
TIAA CREF Investment Management
New York
$41.2M +$8.7M +68,497 +27%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$39.8M +$1.09M +8,556 +3%
UIC
38
Uniplan Investment Counsel
Wisconsin
$39.6M -$6.36M -50,039 -14%
Deutsche Bank
39
Deutsche Bank
Germany
$39.5M -$26.7M -210,457 -40%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$37.1M +$3.92M +30,878 +12%
Asset Management One
41
Asset Management One
Japan
$35.8M +$268K +2,107 +0.7%
Bank of America
42
Bank of America
North Carolina
$31.4M -$8.94M -70,430 -22%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$31.4M +$7.86M +61,850 +33%
DPIM
44
Duff & Phelps Investment Management
Illinois
$31.3M -$216K -1,700 -0.7%
CS
45
Credit Suisse
Switzerland
$29.6M +$1.61M +12,666 +6%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$29M +$14.8M +116,534 +104%
First Trust Advisors
47
First Trust Advisors
Illinois
$26M +$2.83M +22,278 +12%
H
48
Hexavest
Quebec, Canada
$24.6M -$1.67M -13,175 -6%
PS
49
Presima Securities
Quebec, Canada
$24.6M +$3.1M +24,400 +14%
FIM
50
Foresters Investment Management
New York
$23.8M +$330K +2,598 +1%

FRT Hedge Fund Activity: Q3 2018 in Review

406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.

  • 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
  • Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
  • 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
  • The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2018.