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Federal Realty Investment Trust
FRT

288 hedge funds and large institutions have $6.5B invested in Federal Realty Investment Trust in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $3.33M

2.65% more ownership

Funds ownership: 94.95% → 97.6% (+2.6%)

1% more capital invested

Capital invested by funds: $6.42B → $6.5B (+$74.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 295 → 288 (-7)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

22% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 119

Holders
288
Holders Change
-7
Holders Change %
-2.37%
% of All Funds
9.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
93
Reduced
119
Closed
33
Calls
$5.34M
Puts
$3.33M
Net Calls
+$2.01M
Net Calls Change
+$2.83M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$251M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$48.5M
3
Norges Bank
Norges Bank
Norway
+$44.1M
4
American Century Companies
American Century Companies
Missouri
+$42.5M
5
Invesco
Invesco
Georgia
+$39M

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$43.3M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.7M
4
BFA
BlackRock Fund Advisors
California
-$23.2M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
51
IronBridge Capital Management
Illinois
$17.7M -$10.1M -98,688 -36%
NFA
52
Nationwide Fund Advisors
Ohio
$17.1M +$1.05M +10,224 +6%
Ameriprise
53
Ameriprise
Minnesota
$16.8M -$6.92M -67,600 -29%
AIM
54
abrdn Investment Management
United Kingdom
$16.7M -$7.26M -70,879 -30%
TIAAOA
55
Teachers Insurance & Annuity Association of America
New York
$16.5M -$292K -2,850 -2%
AAMU
56
APG Asset Management US
New York
$16.4M -$2.19M -21,379 -12%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$16.1M +$184K +1,792 +1%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$15M +$80.1K +782 +0.5%
SO
59
STRS Ohio
Ohio
$14.8M -$307K -3,000 -2%
WBC
60
Westpac Banking Corp
Australia
$14.2M +$376K +3,673 +3%
AIG
61
American International Group
New York
$14.1M +$225K +2,201 +2%
Renaissance Technologies
62
Renaissance Technologies
New York
$13.7M -$8.02M -78,300 -37%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$13.6M -$390K -3,807 -3%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.4M +$500K +4,883 +4%
MAA
65
Managed Account Advisors
New Jersey
$13.3M +$2.15M +21,011 +19%
RC
66
Resolution Capital
Australia
$13.2M – – –
SI
67
Sentry Investments
Ontario, Canada
$12.7M +$12.8M +125,000 New
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$12.5M -$645K -6,300 -5%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$12.3M -$8.06M -78,684 -39%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$12.1M +$9.12K +89 +0.1%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$11.9M +$370K +3,612 +3%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$11.8M -$371K -3,620 -3%
MTB
73
Mizuho Trust & Banking
Japan
$11.1M – – –
FIM
74
Foresters Investment Management
New York
$10.4M +$7.17M +70,000 +215%
BNP Paribas Asset Management
75
BNP Paribas Asset Management
France
$10.3M -$13.1M -128,130 -56%
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FRT Hedge Fund Activity: Q3 2013 in Review

288 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2013, worth a combined $6.5B — up 1.2% from $6.42B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FRT and 27 opened new positions — a net loss of 6 holders — while 119 trimmed existing stakes and 93 added.

The largest buyer was Cohen & Steers, adding an estimated $251M. The largest seller was BlackRock Institutional Trust, cutting an estimated $43.3M.

  • 288 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2013, down from 295 in Q2 2013.
  • Funds reported $6.5B of Federal Realty Investment Trust stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 27 funds opened new Federal Realty Investment Trust positions in Q3 2013 and 33 closed out, a net change of -6 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2013 was Cohen & Steers, an estimated $251M added.
  • The largest Federal Realty Investment Trust seller in Q3 2013 was BlackRock Institutional Trust, an estimated $43.3M sold.

Based on aggregated 13F filings for Q3 2013.