Federal Realty Investment Trust
397 hedge funds and large institutions have $10.4B invested in Federal Realty Investment Trust in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 150 increasing their positions, 133 reducing their positions, and 30 closing their positions.
39% more call options, than puts
Call options by funds: $5.94M | Put options by funds: $4.27M
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
13% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 133
2% more funds holding
Funds holding: 391 → 397 (+6)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.97% less ownership
Funds ownership: 96.23% → 95.26% (-0.97%)
8% less capital invested
Capital invested by funds: $11.3B → $10.4B (-$894M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$97.2M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$73.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.6M |
| 4 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$34.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$110M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$81M |
| 3 |
ACM
Adelante Capital Management
Alameda,
California
|
-$51.1M |
| 4 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$36.8M |
| 5 |
Bank of New York Mellon
New York
|
-$36.5M |
FRT Hedge Fund Activity: Q3 2016 in Review
397 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2016, worth a combined $10.4B — down 7.9% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new FRT positions and 30 closed out — a net gain of 9 holders — while 150 added to existing stakes and 133 trimmed.
The largest buyer was Lasalle Investment Management Securities, adding an estimated $97.2M. The largest seller was Fidelity Investments, cutting an estimated $110M.
- 397 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2016, up from 391 in Q2 2016.
- Funds reported $10.4B of Federal Realty Investment Trust stock for Q3 2016, down 7.9% quarter-over-quarter.
- 39 funds opened new Federal Realty Investment Trust positions in Q3 2016 and 30 closed out, a net change of +9 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2016 was Lasalle Investment Management Securities, an estimated $97.2M added.
- The largest Federal Realty Investment Trust seller in Q3 2016 was Fidelity Investments, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2016.