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Federal Realty Investment Trust

406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 143

0% more capital invested

Capital invested by funds: $8.95B → $8.98B (+$28.3M)

0.06% more ownership

Funds ownership: 96.53%96.59% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 408406 (-2)

54% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $21.5M

Holders
406
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
201
Norinchukin Bank
Japan
$1.26M +$143K +1,124 +13%
SAM
202
Shell Asset Management
Netherlands
$1.21M +$14.1K +111 +1%
MOACM
203
Mutual of America Capital Management
New York
$1.2M +$8.26K +65 +0.7%
MME
204
Meag Munich Ergo
Germany
$1.17M
AB
205
Amalgamated Bank
New York
$1.16M -$27.7K -218 -2%
XK
206
Xact Kapitalforvaltning
Sweden
$1.15M +$255K +2,009 +28%
OAM
207
Oxford Asset Management
United Kingdom
$1.14M -$442K -3,482 -27%
MYAM
208
Meiji Yasuda Asset Management
Japan
$1.14M +$16.5K +130 +1%
VIA
209
Vident Investment Advisory
Georgia
$1.13M +$352K +2,769 +45%
JMPWA
210
JP Morgan Private Wealth Advisors
California
$1.12M -$13.6K -107 -1%
IG
211
ING Group
Netherlands
$1.12M +$1.12M +8,833 New
MIM
212
Montgomery Investment Management
Maryland
$1.11M
BHBT
213
Burke & Herbert Bank & Trust
Virginia
$1.1M
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$1.09M -$790K -6,222 -42%
JIC
215
Joel Isaacson & Co
New York
$1.06M
US Bancorp
216
US Bancorp
Minnesota
$1.03M +$8.76K +69 +0.9%
CS
217
Candriam SCA
Luxembourg
$1.02M +$61.2K +482 +6%
OPERF
218
Oregon Public Employees Retirement Fund
Oregon
$1.01M
FPCP
219
Fort Point Capital Partners
California
$991K +$995K +7,834 New
GEM
220
Global Endowment Management
North Carolina
$974K +$978K +7,700 New
M&T Bank
221
M&T Bank
New York
$969K -$38.1K -300 -4%
Walleye Trading
222
Walleye Trading
New York
$964K +$968K +7,622 New
FM
223
Forward Management
California
$936K +$940K +7,400 New
PAM
224
Panagora Asset Management
Massachusetts
$924K -$2.05M -16,134 -69%
QIM
225
Quantitative Investment Management
Virginia
$910K +$914K +7,200 New

FRT Hedge Fund Activity: Q3 2018 in Review

406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.

  • 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
  • Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
  • 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
  • The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2018.