Federal Realty Investment Trust
318 hedge funds and large institutions have $8.6B invested in Federal Realty Investment Trust in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 117 increasing their positions, 115 reducing their positions, and 23 closing their positions.
2.01% more ownership
Funds ownership: 96.63% → 98.64% (+2%)
2% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 115
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2% less funds holding
Funds holding: 324 → 318 (-6)
12% less capital invested
Capital invested by funds: $9.76B → $8.6B (-$1.16B)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
32% less call options, than puts
Call options by funds: $3.48M | Put options by funds: $5.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$104M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$57.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$50.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$45.8M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$42.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$60.3M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$60.2M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$43.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.9M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$11.7M |
FRT Hedge Fund Activity: Q2 2015 in Review
318 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2015, worth a combined $8.6B — down 12% from $9.76B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of FRT and 21 opened new positions — a net loss of 2 holders — while 115 trimmed existing stakes and 117 added.
The largest buyer was State Street, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $60.3M.
- 318 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2015, down from 324 in Q1 2015.
- Funds reported $8.6B of Federal Realty Investment Trust stock for Q2 2015, down 12% quarter-over-quarter.
- 21 funds opened new Federal Realty Investment Trust positions in Q2 2015 and 23 closed out, a net change of -2 holders.
- The largest Federal Realty Investment Trust buyer in Q2 2015 was State Street, an estimated $104M added.
- The largest Federal Realty Investment Trust seller in Q2 2015 was Cohen & Steers, an estimated $60.3M sold.
Based on aggregated 13F filings for Q2 2015.