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Federal Realty Investment Trust

408 hedge funds and large institutions have $9.89B invested in Federal Realty Investment Trust in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $6M

18% more capital invested

Capital invested by funds: $8.38B → $9.89B (+$1.5B)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% less funds holding

Funds holding: 409408 (-1)

0.34% less ownership

Funds ownership: 96.4%96.06% (-0.34%)

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 153

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
8.83%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
145
Reduced
153
Closed
43
Calls
$11.8M
Puts
$6M
Net Calls
+$5.76M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
126
Trillium Asset Management
Massachusetts
$4.44M +$234K +1,791 +6%
SMDAM
127
Sumitomo Mitsui DS Asset Management
Japan
$4.21M -$2.74M -20,898 -41%
Royal London Asset Management
128
Royal London Asset Management
United Kingdom
$4.19M
AIG
129
American International Group
New York
$3.99M -$6.68K -51 -0.2%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$3.95M +$149K +1,141 +4%
SI
131
Stephens Inc
Arkansas
$3.92M +$280K +2,135 +8%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$3.77M +$49.1K +375 +1%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$3.68M -$1.04M -7,978 -23%
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$3.67M +$1.03M +7,852 +42%
FAF
135
Fjarde Ap-fonden
Sweden
$3.66M +$1.1M +8,419 +46%
Brown Advisory
136
Brown Advisory
Maryland
$3.63M -$114K -869 -3%
RJA
137
Raymond James & Associates
Florida
$3.58M -$371K -2,832 -10%
BNP Paribas Asset Management
138
BNP Paribas Asset Management
France
$3.57M -$2.86M -21,870 -46%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$3.52M +$143K +1,092 +4%
VRS
140
Virginia Retirement Systems
Virginia
$3.49M -$1.23M -9,400 -27%
HI
141
Horizon Investments
North Carolina
$3.35M +$3.18M +24,289 New
AG
142
Aperio Group
California
$3.33M -$69.3K -529 -2%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$3.15M +$81.7K +624 +3%
WG
144
Winton Group
United Kingdom
$3.03M +$2.87M +21,951 New
TA
145
Tiedemann Advisors
New York
$2.99M
CWM
146
CIBC World Markets
New York
$2.97M +$1.47M +11,235 +109%
LCM
147
Laurion Capital Management
New York
$2.96M +$2.81M +21,484 New
SOMRS
148
State of Michigan Retirement System
Michigan
$2.95M +$39.3K +300 +1%
MIM
149
MetLife Investment Management
New Jersey
$2.91M +$1.96K +15 +0.1%
DCM
150
Dupont Capital Management
Delaware
$2.89M -$254K -1,941 -8%

FRT Hedge Fund Activity: Q1 2019 in Review

408 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2019, worth a combined $9.89B — up 18% from $8.38B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRT positions and 43 closed out — a net gain of 1 holder — while 145 added to existing stakes and 153 trimmed.

The largest buyer was State Street, adding an estimated $67.7M. The largest seller was Resolution Capital, cutting an estimated $41.7M.

  • 408 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2019, down from 409 in Q4 2018.
  • Funds reported $9.89B of Federal Realty Investment Trust stock for Q1 2019, up 18% quarter-over-quarter.
  • 44 funds opened new Federal Realty Investment Trust positions in Q1 2019 and 43 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q1 2019 was State Street, an estimated $67.7M added.
  • The largest Federal Realty Investment Trust seller in Q1 2019 was Resolution Capital, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2019.