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Federal Realty Investment Trust

408 hedge funds and large institutions have $9.89B invested in Federal Realty Investment Trust in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $6M

18% more capital invested

Capital invested by funds: $8.38B → $9.89B (+$1.5B)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% less funds holding

Funds holding: 409408 (-1)

0.34% less ownership

Funds ownership: 96.4%96.06% (-0.34%)

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 153

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
8.83%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
145
Reduced
153
Closed
43
Calls
$11.8M
Puts
$6M
Net Calls
+$5.76M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$64.9M +$2.94M +22,483 +5%
TA
27
Teachers Advisors
New York
$64.8M +$188K +1,438 +0.3%
Swiss National Bank
28
Swiss National Bank
Switzerland
$62.4M +$1.7M +13,000 +3%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$60.1M +$10.2M +77,800 +22%
CIM
30
Centersquare Investment Management
Pennsylvania
$56.3M -$22.9M -174,993 -30%
Deutsche Bank
31
Deutsche Bank
Germany
$54.4M +$20.3M +155,410 +65%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$49.7M -$4.04M -30,891 -8%
TCIM
33
TIAA CREF Investment Management
New York
$44.6M -$775K -5,921 -2%
Bank of America
34
Bank of America
North Carolina
$43.5M +$7.33M +55,971 +22%
Morgan Stanley
35
Morgan Stanley
New York
$40.4M -$8.68M -66,312 -18%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$39.6M -$2.11M -16,100 -5%
UIC
37
Uniplan Investment Counsel
Wisconsin
$38.1M -$2.43M -18,529 -6%
Prudential Financial
38
Prudential Financial
New Jersey
$36.3M +$6.81M +51,979 +25%
First Trust Advisors
39
First Trust Advisors
Illinois
$36.3M +$6M +45,849 +21%
CGM
40
Capital Growth Management
Massachusetts
$35.2M +$33.4M +255,000 New
SO
41
STRS Ohio
Ohio
$35M -$14M -107,306 -30%
FIM
42
Foresters Investment Management
New York
$33.7M -$877K -6,700 -3%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$33.4M +$840K +6,414 +3%
CS
44
Credit Suisse
Switzerland
$32.4M +$636K +4,856 +2%
JIC
45
Johnson Investment Counsel
Ohio
$30.7M +$29.2M +222,887 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$29.2M +$10.6M +80,758 +62%
HRES
47
Heitman Real Estate Securities
Illinois
$29.1M +$3.58M +27,308 +15%
Asset Management One
48
Asset Management One
Japan
$27.8M -$9.63M -73,561 -27%
PS
49
Presima Securities
Quebec, Canada
$27.7M -$1.48M -11,300 -5%
CBOA
50
Commonwealth Bank of Australia
Australia
$26.8M +$10M +76,369 +65%

FRT Hedge Fund Activity: Q1 2019 in Review

408 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2019, worth a combined $9.89B — up 18% from $8.38B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRT positions and 43 closed out — a net gain of 1 holder — while 145 added to existing stakes and 153 trimmed.

The largest buyer was State Street, adding an estimated $67.7M. The largest seller was Resolution Capital, cutting an estimated $41.7M.

  • 408 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2019, down from 409 in Q4 2018.
  • Funds reported $9.89B of Federal Realty Investment Trust stock for Q1 2019, up 18% quarter-over-quarter.
  • 44 funds opened new Federal Realty Investment Trust positions in Q1 2019 and 43 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q1 2019 was State Street, an estimated $67.7M added.
  • The largest Federal Realty Investment Trust seller in Q1 2019 was Resolution Capital, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2019.