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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
FT
176
Fiduciary Trust
Massachusetts
$1.15M – – –
FNFDCM
177
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.14M -$46.7K -448 -4%
BA
178
BlackRock Advisors
Delaware
$1.14M -$609K -5,840 -34%
AA
179
ALPS Advisors
Colorado
$1.14M -$30.9K -297 -3%
Chevy Chase Trust
180
Chevy Chase Trust
Maryland
$1.07M -$177K -1,700 -14%
PDN
181
Pensionfund DSM Netherlands
Netherlands
$1.06M – – –
CIS
182
Connors Investor Services
Pennsylvania
$1.06M – – –
VRS
183
Virginia Retirement Systems
Virginia
$1.06M +$292K +2,804 +37%
US Bancorp
184
US Bancorp
Minnesota
$1.04M -$184K -1,762 -15%
AIP
185
Ameritas Investment Partners
Nebraska
$1.04M -$17.4K -167 -2%
QBFM
186
QS Batterymarch Financial Management
New York
$1.02M +$1.05M +10,050 New
JIC
187
Joel Isaacson & Co
New York
$1.02M +$67.6K +649 +7%
JIM
188
Jupiter Investment Management
United Kingdom
$973K +$1M +9,600 New
SAM
189
Sentinel Asset Management
Vermont
$953K +$979K +9,400 New
AMI
190
Amica Mutual Insurance
Rhode Island
$933K +$417K +4,000 +77%
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$926K -$20.5K -197 -2%
HI
192
Honeywell International
North Carolina
$923K +$948K +9,100 New
CG
193
Clinton Group
New York
$917K +$709K +6,808 +304%
BHBT
194
Burke & Herbert Bank & Trust
Virginia
$882K – – –
GC
195
Guggenheim Capital
Illinois
$862K -$752K -7,217 -46%
B
196
Baird
Wisconsin
$853K -$15.3K -147 -2%
EVM
197
Eaton Vance Management
Massachusetts
$826K -$104K -1,000 -11%
AAM
198
Advisors Asset Management
Colorado
$812K -$227K -2,182 -21%
WAM
199
World Asset Management
Michigan
$789K -$94.7K -909 -10%
Axa
200
Axa
France
$787K – – –
6 7
8
9 10

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.