Federal Realty Investment Trust
343 hedge funds and large institutions have $9.99B invested in Federal Realty Investment Trust in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 21 closing their positions.
75% more call options, than puts
Call options by funds: $1.36M | Put options by funds: $775K
71% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 21
40% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 102
8% more capital invested
Capital invested by funds: $9.25B → $9.99B (+$733M)
3% more funds holding
Funds holding: 332 → 343 (+11)
0.4% more ownership
Funds ownership: 99.11% → 99.52% (+0.4%)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$144M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$135M |
| 3 |
Cohen & Steers
New York
|
+$130M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.2M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$183M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$79.3M |
| 3 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$38.5M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$28.2M |
| 5 |
AAMU
APG Asset Management US
New York
|
-$24.1M |
FRT Hedge Fund Activity: Q4 2015 in Review
343 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2015, worth a combined $9.99B — up 7.9% from $9.25B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FRT positions and 21 closed out — a net gain of 15 holders — while 143 added to existing stakes and 102 trimmed.
The largest buyer was Daiwa Securities Group, adding an estimated $144M. The largest seller was Invesco, cutting an estimated $183M.
- 343 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2015, up from 332 in Q3 2015.
- Funds reported $9.99B of Federal Realty Investment Trust stock for Q4 2015, up 7.9% quarter-over-quarter.
- 36 funds opened new Federal Realty Investment Trust positions in Q4 2015 and 21 closed out, a net change of +15 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2015 was Daiwa Securities Group, an estimated $144M added.
- The largest Federal Realty Investment Trust seller in Q4 2015 was Invesco, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2015.