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Federal Realty Investment Trust
FRT

361 hedge funds and large institutions have $8.95B invested in Federal Realty Investment Trust in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 142 increasing their positions, 136 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.63% more ownership

Funds ownership: 96.37% → 98% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 136

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $9.27B → $8.95B (-$322M)

6% less call options, than puts

Call options by funds: $6.47M | Put options by funds: $6.86M

6% less funds holding

Funds holding: 385 → 361 (-24)

49% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 45

Holders
361
Holders Change
-24
Holders Change %
-6.23%
% of All Funds
9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
142
Reduced
136
Closed
45
Calls
$6.47M
Puts
$6.86M
Net Calls
-$384K
Net Calls Change
-$5.76M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$192M
2
AAMU
APG Asset Management US
New York
+$107M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$87.4M
4
Cohen & Steers
Cohen & Steers
New York
+$87.2M
5
Millennium Management
Millennium Management
New York
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$100M
2
Invesco
Invesco
Georgia
-$93.1M
3
Goldman Sachs
Goldman Sachs
New York
-$43.6M
4
AIM
abrdn Investment Management
United Kingdom
-$33.9M
5
BlackRock
BlackRock
New York
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$22.2M +$15.4M +119,300 +213%
First Trust Advisors
52
First Trust Advisors
Illinois
$22.1M +$2.2M +17,051 +11%
AllianceBernstein
53
AllianceBernstein
Tennessee
$21.4M -$574K -4,449 -3%
American Century Companies
54
American Century Companies
Missouri
$21.4M +$3.36M +26,027 +18%
Deutsche Bank
55
Deutsche Bank
Germany
$20.6M -$11.9M -92,462 -36%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$20.5M +$606K +4,700 +3%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$20M +$451K +3,499 +2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$20M -$755K -5,851 -4%
FIM
59
Foresters Investment Management
New York
$20M +$1.4M +10,881 +7%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$19.4M -$3.17M -24,598 -14%
CWAM
61
Columbia Wanger Asset Management
Illinois
$19.2M – – –
SI
62
Sentry Investments
Ontario, Canada
$17.9M -$4.98M -38,600 -21%
SEI Investments
63
SEI Investments
Pennsylvania
$17.5M +$2.81M +21,765 +19%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$17.2M -$544K -4,218 -3%
Citigroup
65
Citigroup
New York
$16.7M +$5.36M +41,593 +46%
Allianz Asset Management
66
Allianz Asset Management
Germany
$16.5M +$3.94M +30,576 +30%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$15.9M +$3.99M +30,946 +33%
Principal Financial Group
68
Principal Financial Group
Iowa
$15M -$1.13M -8,763 -7%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$14.7M -$426K -3,299 -3%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$14.3M +$159K +1,229 +1%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$14.3M +$1.03K +8 +0%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.3M -$160K -1,238 -1%
PPA
73
Parametric Portfolio Associates
Washington
$13.3M -$3.56M -27,614 -21%
WBC
74
Westpac Banking Corp
Australia
$13.2M -$10.8M -84,119 -45%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$13M -$206K -1,600 -2%
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FRT Hedge Fund Activity: Q2 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2017, worth a combined $8.95B — down 3.5% from $9.27B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of FRT and 23 opened new positions — a net loss of 22 holders — while 136 trimmed existing stakes and 142 added.

The largest buyer was JP Morgan Chase, adding an estimated $192M. The largest seller was Eaton Vance Management, cutting an estimated $100M.

  • 361 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2017, down from 385 in Q1 2017.
  • Funds reported $8.95B of Federal Realty Investment Trust stock for Q2 2017, down 3.5% quarter-over-quarter.
  • 23 funds opened new Federal Realty Investment Trust positions in Q2 2017 and 45 closed out, a net change of -22 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2017 was JP Morgan Chase, an estimated $192M added.
  • The largest Federal Realty Investment Trust seller in Q2 2017 was Eaton Vance Management, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2017.