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Federal Realty Investment Trust
FRT

Overview Fund Activity

332 hedge funds and large institutions have $9.25B invested in Federal Realty Investment Trust in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+14
Holders Change %
+4.4%
% of All Funds
9.28%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.25%
New
30
Increased
128
Reduced
97
Closed
15
Calls
$2.8M
Puts
$2.13M
Net Calls
+$668K
Net Calls Change
+$2.31M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$225M
2
HRES
Heitman Real Estate Securities
Illinois
$106M
3
American Century Companies
American Century Companies
Missouri
$30.9M
4
DPIM
Duff & Phelps Investment Management
Illinois
$73.1M
5
CBOA
Commonwealth Bank of Australia
Australia
$17.4M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$7.23M
2
Invesco
Invesco
Georgia
$611M
3
JHIU
Janus Henderson Investors US
Colorado
$21.3M
4
ACM
AEW Capital Management
Massachusetts
$165M
5
Morgan Stanley
Morgan Stanley
New York
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
201
Loomis, Sayles & Company
Massachusetts
$1.28M +$1.28M +9,400 New
PA
202
Profund Advisors
Maryland
$1.27M -$481K -3,525 -27%
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$1.19M – – –
BHBT
204
Burke & Herbert Bank & Trust
Virginia
$1.19M – – –
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$1.15M +$13.4K +98 +1%
AB
206
Amalgamated Bank
New York
$1.14M +$16.7K +122 +1%
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$1.14M +$63.2K +463 +6%
NMIMC
208
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M – – –
EVM
209
Eaton Vance Management
Massachusetts
$1.06M +$13.6K +100 +1%
Stifel Financial
210
Stifel Financial
Missouri
$1.03M -$8.8K -64 -0.8%
LS
211
Livforsakringsbolaget Skandia
Sweden
$986K – – –
IOOF
212
Independent Order of Foresters
Ontario, Canada
$970K – – –
SMDAM
213
Sumitomo Mitsui DS Asset Management
Japan
$935K -$91.3K -670 -9%
Jacobs Levy Equity Management
214
Jacobs Levy Equity Management
New Jersey
$925K +$36.8K +270 +4%
Chevy Chase Trust
215
Chevy Chase Trust
Maryland
$916K -$217K -1,590 -19%
SCM
216
Shelton Capital Management
Colorado
$891K – – –
Rafferty Asset Management
217
Rafferty Asset Management
New York
$889K +$468K +3,429 +111%
CAM
218
Capstone Asset Management
Texas
$878K +$131K +963 +18%
AMI
219
Amica Mutual Insurance
Rhode Island
$846K – – –
SDIC
220
South Dakota Investment Council
South Dakota
$819K – – –
CAM
221
Cypress Asset Management
Texas
$785K – – –
TD Asset Management
222
TD Asset Management
Ontario, Canada
$765K -$232K -1,700 -23%
SSB
223
Sandy Spring Bank
Maryland
$685K – – –
LIA
224
LS Investment Advisors
Michigan
$674K -$10.2K -75 -1%
CCM
225
Cadence Capital Management
Massachusetts
$647K -$148K -1,086 -19%
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