Federal Realty Investment Trust
451 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 152 increasing their positions, 157 reducing their positions, and 34 closing their positions.
129% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 34
116% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $6.79M
14% more capital invested
Capital invested by funds: $7.14B → $8.12B (+$987M)
9% more funds holding
Funds holding: 414 → 451 (+37)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.04% less ownership
Funds ownership: 96.54% → 96.51% (-0.04%)
3% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$107M |
| 2 |
Morgan Stanley
New York
|
+$87.1M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$44.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$26.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$335M |
| 2 |
JP Morgan Chase
New York
|
-$56M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$49.4M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$25.6M |
| 5 |
Barclays
London,
United Kingdom
|
-$20.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
476
Avior Wealth Management
Omaha,
Nebraska
| – | -$38.5K | -425 | Closed |
|
|
CAL
477
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$31K | -342 | Closed |
|
478
Simplex Trading
Chicago,
Illinois
| – | -$29.9K | -317 | Closed |
|
479
EARNEST Partners
Atlanta,
Georgia
| – | -$3.08K | -34 | Closed |
|
|
MIM
480
Macroview Investment Management
Bethesda,
Maryland
| – | -$3.08K | -34 | Closed |
|
|
PCA
481
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$1.72K | -19 | Closed |
|
|
FHA
482
First Horizon Advisors
Memphis,
Tennessee
| – | -$1.63K | -18 | Closed |
|
|
BAAM
483
Baker Avenue Asset Management
San Francisco,
California
| – | -$1.09K | -12 | Closed |
|
|
UFF
484
USA Financial Formulas
Ada,
Michigan
| – | -$544 | -6 | Closed |
|
|
NSIM
485
North Star Investment Management
Chicago,
Illinois
| – | -$453 | -5 | Closed |
|
FRT Hedge Fund Activity: Q4 2023 in Review
451 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2023, worth a combined $8.12B — up 14% from $7.14B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new FRT positions and 34 closed out — a net gain of 44 holders — while 152 added to existing stakes and 157 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was Capital Research Global Investors, cutting an estimated $335M.
- 451 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2023, up from 414 in Q3 2023.
- Funds reported $8.12B of Federal Realty Investment Trust stock for Q4 2023, up 14% quarter-over-quarter.
- 78 funds opened new Federal Realty Investment Trust positions in Q4 2023 and 34 closed out, a net change of +44 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2023 was Citadel Advisors, an estimated $107M added.
- The largest Federal Realty Investment Trust seller in Q4 2023 was Capital Research Global Investors, an estimated $335M sold.
Based on aggregated 13F filings for Q4 2023.