Federal Realty Investment Trust
361 hedge funds and large institutions have $8.95B invested in Federal Realty Investment Trust in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 142 increasing their positions, 136 reducing their positions, and 45 closing their positions.
1.63% more ownership
Funds ownership: 96.37% → 98% (+1.6%)
4% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 136
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $9.27B → $8.95B (-$322M)
6% less call options, than puts
Call options by funds: $6.47M | Put options by funds: $6.86M
6% less funds holding
Funds holding: 385 → 361 (-24)
49% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$192M |
| 2 |
AAMU
APG Asset Management US
New York
|
+$107M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$87.4M |
| 4 |
Cohen & Steers
New York
|
+$87.2M |
| 5 |
Millennium Management
New York
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$100M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$93.1M |
| 3 |
Goldman Sachs
New York
|
-$43.6M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$33.9M |
| 5 |
BlackRock
New York
|
-$33.9M |
FRT Hedge Fund Activity: Q2 2017 in Review
361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2017, worth a combined $8.95B — down 3.5% from $9.27B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of FRT and 23 opened new positions — a net loss of 22 holders — while 136 trimmed existing stakes and 142 added.
The largest buyer was JP Morgan Chase, adding an estimated $192M. The largest seller was Eaton Vance Management, cutting an estimated $100M.
- 361 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2017, down from 385 in Q1 2017.
- Funds reported $8.95B of Federal Realty Investment Trust stock for Q2 2017, down 3.5% quarter-over-quarter.
- 23 funds opened new Federal Realty Investment Trust positions in Q2 2017 and 45 closed out, a net change of -22 holders.
- The largest Federal Realty Investment Trust buyer in Q2 2017 was JP Morgan Chase, an estimated $192M added.
- The largest Federal Realty Investment Trust seller in Q2 2017 was Eaton Vance Management, an estimated $100M sold.
Based on aggregated 13F filings for Q2 2017.