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Federal Realty Investment Trust

406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 143

0% more capital invested

Capital invested by funds: $8.95B → $8.98B (+$28.3M)

0.06% more ownership

Funds ownership: 96.53%96.59% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 408406 (-2)

54% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $21.5M

Holders
406
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
101
CIBC Asset Management
Ontario, Canada
$6.42M -$4.06K -32 -0.1%
PL
102
Perpetual Ltd
Australia
$6.24M
Calamos Advisors
103
Calamos Advisors
Illinois
$6.15M +$768K +6,044 +14%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$6.04M +$85.1K +670 +1%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$5.77M -$448K -3,531 -7%
GC
106
Guggenheim Capital
Illinois
$5.67M +$34.9K +275 +0.6%
AAF
107
Andra AP-fonden
Sweden
$5.62M +$216K +1,700 +4%
Stifel Financial
108
Stifel Financial
Missouri
$5.57M -$207K -1,627 -4%
LIMS
109
Lasalle Investment Management Securities
Maryland
$5.28M -$30.1K -237 -0.6%
PAMU
110
Pictet Asset Management (UK)
United Kingdom
$5.19M +$152K +1,200 +3%
HCM
111
Highbridge Capital Management
New York
$5.06M
UOC
112
UBS O'Connor
Illinois
$5.02M +$1.94M +15,260 +62%
GCA
113
GSI Capital Advisors
California
$4.94M +$4.97M +39,100 New
Natixis Advisors
114
Natixis Advisors
Massachusetts
$4.86M -$49.7K -391 -1%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$4.68M -$453K -3,563 -9%
LIA
116
LS Investment Advisors
Michigan
$4.65M +$1.11M +8,735 +31%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$4.58M +$282K +2,221 +7%
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$4.57M +$922K +7,262 +25%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$4.56M +$1.65M +12,995 +56%
Macquarie Group
120
Macquarie Group
Australia
$4.47M +$1.09M +8,600 +32%
VRS
121
Virginia Retirement Systems
Virginia
$4.46M +$1.27M +10,000 +40%
SMDAM
122
Sumitomo Mitsui DS Asset Management
Japan
$4.43M -$1.43M -11,259 -24%
AAIM
123
American Assets Investment Management
California
$4.36M
SCM
124
Sorin Capital Management
Connecticut
$4.3M
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$4.29M -$58.7K -462 -1%

FRT Hedge Fund Activity: Q3 2018 in Review

406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.

  • 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
  • Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
  • 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
  • The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2018.