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Federal Realty Investment Trust
FRT

310 hedge funds and large institutions have $6.82B invested in Federal Realty Investment Trust in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 91 increasing their positions, 122 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

95% more call options, than puts

Call options by funds: $3.08M | Put options by funds: $1.58M

8% more funds holding

Funds holding: 288 → 310 (+22)

5.83% more ownership

Funds ownership: 97.6% → 103.43% (+5.8%)

5% more capital invested

Capital invested by funds: $6.5B → $6.82B (+$323M)

25% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 122

Holders
310
Holders Change
+22
Holders Change %
+7.64%
% of All Funds
9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
42
Increased
91
Reduced
122
Closed
20
Calls
$3.08M
Puts
$1.58M
Net Calls
+$1.5M
Net Calls Change
-$509K

Top Buyers

Rank Fund Capital Flow
1
ACI
AMP Capital Investors
Australia
+$99.8M
2
HRES
Heitman Real Estate Securities
Illinois
+$30.6M
3
ECM
EII Capital Management
New York
+$22.8M
4
State Street
State Street
Massachusetts
+$21.7M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$19.2M

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$23.1M
2
American Century Companies
American Century Companies
Missouri
-$21.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$21.4M
4
SCRM
Security Capital Research & Management
Illinois
-$20.8M
5
ICM
IronBridge Capital Management
Illinois
-$17.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIBU
151
Gulf International Bank (UK)
United Kingdom
$1.81M +$1.86M +17,883 New
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$1.8M +$1.85M +17,800 New
KBC Group
153
KBC Group
Belgium
$1.79M -$5.94K -57 -0.3%
FGA
154
Flood Gamble Associates
New York
$1.79M – – –
SM
155
Stratton Management
Pennsylvania
$1.77M – – –
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$1.73M -$233K -2,234 -12%
Jacobs Levy Equity Management
157
Jacobs Levy Equity Management
New Jersey
$1.72M +$1.76M +16,930 New
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$1.64M +$25.6K +246 +2%
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$1.63M -$862K -8,268 -34%
Allianz Asset Management
160
Allianz Asset Management
Germany
$1.62M +$1.51M +14,488 +959%
HT
161
HAP Trading
New York
$1.62M +$1.67M +15,996 New
DCM
162
Dynamic Capital Management
Jersey
$1.58M +$1.62M +15,551 New
SCRM
163
Security Capital Research & Management
Illinois
$1.54M -$20.8M -199,345 -93%
TAM
164
Telluride Asset Management
Minnesota
$1.54M +$1.58M +15,170 New
TRSOTSOK
165
Teachers Retirement System of the State of Kentucky
Kentucky
$1.48M -$83.4K -800 -5%
PA
166
Profund Advisors
Maryland
$1.48M -$54.2K -520 -3%
VLKIM
167
Van Lanschot Kempen Investment Management
Netherlands
$1.46M +$1.5M +14,356 New
LMGAM
168
Liberty Mutual Group Asset Management
Massachusetts
$1.43M -$666K -6,391 -31%
NTCOC
169
Northern Trust Company of Connecticut
Connecticut
$1.36M -$54.1K -519 -4%
SB
170
Suntrust Banks
Georgia
$1.35M -$15.2K -146 -1%
SI
171
Stephens Inc
Arkansas
$1.35M -$42.6K -409 -3%
PI
172
Placemark Investments
Illinois
$1.26M -$2.92K -28 -0.2%
AWCI
173
Alpine Woods Capital Investors
New York
$1.23M – – –
LCM
174
Landscape Capital Management
New Jersey
$1.22M +$1.25M +12,000 New
URS
175
Utah Retirement Systems
Utah
$1.19M – – –
5 6
7
8 9

FRT Hedge Fund Activity: Q4 2013 in Review

310 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2013, worth a combined $6.82B — up 5% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new FRT positions and 20 closed out — a net gain of 22 holders — while 91 added to existing stakes and 122 trimmed.

The largest buyer was AMP Capital Investors, adding an estimated $99.8M. The largest seller was BlackRock Institutional Trust, cutting an estimated $23.1M.

  • 310 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2013, up from 288 in Q3 2013.
  • Funds reported $6.82B of Federal Realty Investment Trust stock for Q4 2013, up 5% quarter-over-quarter.
  • 42 funds opened new Federal Realty Investment Trust positions in Q4 2013 and 20 closed out, a net change of +22 holders.
  • The largest Federal Realty Investment Trust buyer in Q4 2013 was AMP Capital Investors, an estimated $99.8M added.
  • The largest Federal Realty Investment Trust seller in Q4 2013 was BlackRock Institutional Trust, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2013.