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Federal Realty Investment Trust

432 hedge funds and large institutions have $9.6B invested in Federal Realty Investment Trust in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 135 increasing their positions, 168 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

5% more capital invested

Capital invested by funds: $9.13B → $9.6B (+$474M)

2% more funds holding

Funds holding: 424432 (+8)

1% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $2.61M

0.66% less ownership

Funds ownership: 94.7%94.04% (-0.66%)

20% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 168

Holders
432
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
9.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
53
Increased
135
Reduced
168
Closed
43
Calls
$2.6M
Puts
$2.61M
Net Calls
-$14K
Net Calls Change
-$478K
Name Holding Trade Value Shares
Change
Change in
Stake
RPI
101
Railway Pension Investments
United Kingdom
$7M
SCM
102
Sterling Capital Management
North Carolina
$6.87M -$9.89K -75 -0.1%
LM
103
Lincluden Management
Ontario, Canada
$6.77M -$9.89K -75 -0.2%
QIM
104
Quantitative Investment Management
Virginia
$6.73M +$5.62M +42,633 +627%
PI
105
Putnam Investments
Massachusetts
$6.62M +$6.11M +46,327 +1,994%
Calamos Advisors
106
Calamos Advisors
Illinois
$6.49M +$538K +4,083 +9%
AAF
107
Andra AP-fonden
Sweden
$6.41M +$237K +1,800 +4%
PL
108
Perpetual Ltd
Australia
$6.14M +$3.12M +23,700 +111%
RBA
109
Richard Bernstein Advisors
New York
$5.87M
Stifel Financial
110
Stifel Financial
Missouri
$5.82M +$150K +1,139 +3%
UOC
111
UBS O'Connor
Illinois
$5.68M -$3.7M -28,100 -40%
Canada Pension Plan Investment Board
112
Canada Pension Plan Investment Board
Ontario, Canada
$5.39M -$8.96M -67,956 -63%
LIA
113
LS Investment Advisors
Michigan
$5.39M +$246K +1,869 +5%
CSS
114
Cubist Systematic Strategies
Connecticut
$5.39M +$3.31M +25,130 +174%
SRAM
115
Stone Ridge Asset Management
New York
$5.31M
SOADOR
116
State of Alaska Department of Revenue
Alaska
$5.16M -$1.18M -8,919 -19%
Comerica Bank
117
Comerica Bank
Texas
$4.91M -$131K -997 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
118
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.88M -$5.04M -38,212 -52%
GCA
119
GSI Capital Advisors
California
$4.76M +$4.61M +35,000 New
Natixis Advisors
120
Natixis Advisors
Massachusetts
$4.7M -$171K -1,300 -4%
VRS
121
Virginia Retirement Systems
Virginia
$4.68M +$1.42M +10,800 +46%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$4.62M -$24.3K -184 -0.5%
Macquarie Group
123
Macquarie Group
Australia
$4.52M -$470K -3,562 -10%
RJA
124
Raymond James & Associates
Florida
$4.5M +$557K +4,225 +15%
Public Sector Pension Investment Board (PSP Investments)
125
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.43M +$492K +3,735 +13%

FRT Hedge Fund Activity: Q3 2019 in Review

432 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2019, worth a combined $9.6B — up 5.2% from $9.13B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FRT positions and 43 closed out — a net gain of 10 holders — while 135 added to existing stakes and 168 trimmed.

The largest buyer was Norges Bank, adding an estimated $149M. The largest seller was Daiwa Securities Group, cutting an estimated $74.8M.

  • 432 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2019, up from 424 in Q2 2019.
  • Funds reported $9.6B of Federal Realty Investment Trust stock for Q3 2019, up 5.2% quarter-over-quarter.
  • 53 funds opened new Federal Realty Investment Trust positions in Q3 2019 and 43 closed out, a net change of +10 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2019 was Norges Bank, an estimated $149M added.
  • The largest Federal Realty Investment Trust seller in Q3 2019 was Daiwa Securities Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2019.