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Federal Realty Investment Trust
FRT

397 hedge funds and large institutions have $10.4B invested in Federal Realty Investment Trust in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 150 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $5.94M | Put options by funds: $4.27M

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

13% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 133

2% more funds holding

Funds holding: 391 → 397 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.97% less ownership

Funds ownership: 96.23% → 95.26% (-0.97%)

8% less capital invested

Capital invested by funds: $11.3B → $10.4B (-$894M)

Holders
397
Holders Change
+6
Holders Change %
+1.53%
% of All Funds
10.59%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
39
Increased
150
Reduced
133
Closed
30
Calls
$5.94M
Puts
$4.27M
Net Calls
+$1.67M
Net Calls Change
+$101K

Top Buyers

Rank Fund Capital Flow
1
LIMS
Lasalle Investment Management Securities
Maryland
+$97.2M
2
AIM
abrdn Investment Management
United Kingdom
+$73.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$49.6M
4
SCRM
Security Capital Research & Management
Illinois
+$34.9M
5
State Street
State Street
Massachusetts
+$30.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
2
Deutsche Bank
Deutsche Bank
Germany
-$81M
3
ACM
Adelante Capital Management
California
-$51.1M
4
SAMC
Shinko Asset Management Company
Japan
-$36.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$36.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$28.2M +$1.32M +8,191 +5%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$26.9M -$1.63M -10,100 -5%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$26.7M -$1.75M -10,852 -6%
First Trust Advisors
54
First Trust Advisors
Illinois
$26.6M +$1.37M +8,452 +5%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$23.8M -$1.65M -10,200 -6%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$23.2M +$210K +1,300 +0.9%
JP Morgan Chase
57
JP Morgan Chase
New York
$22.8M +$6.86M +42,426 +40%
WBC
58
Westpac Banking Corp
Australia
$22.8M +$5M +30,948 +26%
BIM
59
BlackRock Investment Management
Delaware
$22.7M +$23.1K +143 +0.1%
SEI Investments
60
SEI Investments
Pennsylvania
$22.6M +$2.02M +12,497 +9%
RC
61
Resolution Capital
Australia
$21.1M -$36.2M -223,712 -62%
Millennium Management
62
Millennium Management
New York
$21.1M +$22M +135,842 +11,053%
Canada Life
63
Canada Life
Manitoba, Canada
$21M -$1.84M -11,389 -8%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$21M +$1.09M +6,741 +5%
MTB
65
Mizuho Trust & Banking
Japan
$20.9M +$676K +4,182 +3%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$20.8M -$2.26M -13,981 -9%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$20.8M +$6.11M +37,773 +39%
BA
68
BlackRock Advisors
Delaware
$20.1M +$1.38M +8,554 +7%
Macquarie Group
69
Macquarie Group
Australia
$19.8M -$34.1M -211,235 -62%
PHAM
70
Pacific Heights Asset Management
California
$19.2M – – –
FIM
71
Foresters Investment Management
New York
$18.7M +$18.4K +114 +0.1%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$18.6M -$110M -682,093 -85%
Public Employees Retirement Association of Colorado
73
Public Employees Retirement Association of Colorado
Colorado
$17.8M -$87.1K -539 -0.5%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$17.6M -$241K -1,489 -1%
FAF
75
Första AP-fonden
Sweden
$17.6M -$5.41M -33,468 -23%
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FRT Hedge Fund Activity: Q3 2016 in Review

397 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2016, worth a combined $10.4B — down 7.9% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FRT positions and 30 closed out — a net gain of 9 holders — while 150 added to existing stakes and 133 trimmed.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $97.2M. The largest seller was Fidelity Investments, cutting an estimated $110M.

  • 397 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2016, up from 391 in Q2 2016.
  • Funds reported $10.4B of Federal Realty Investment Trust stock for Q3 2016, down 7.9% quarter-over-quarter.
  • 39 funds opened new Federal Realty Investment Trust positions in Q3 2016 and 30 closed out, a net change of +9 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2016 was Lasalle Investment Management Securities, an estimated $97.2M added.
  • The largest Federal Realty Investment Trust seller in Q3 2016 was Fidelity Investments, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2016.