Federal Realty Investment Trust
288 hedge funds and large institutions have $6.5B invested in Federal Realty Investment Trust in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 119 reducing their positions, and 33 closing their positions.
60% more call options, than puts
Call options by funds: $5.34M | Put options by funds: $3.33M
2.62% more ownership
Funds ownership: 94.95% → 97.57% (+2.6%)
1% more capital invested
Capital invested by funds: $6.42B → $6.5B (+$80.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 295 → 288 (-7)
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
22% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$251M |
| 2 |
Bank of New York Mellon
New York
|
+$48.5M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$44.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$42.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$43.3M |
| 2 |
D.E. Shaw & Co
New York
|
-$31M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.7M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$23.2M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$22.7M |
FRT Hedge Fund Activity: Q3 2013 in Review
288 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2013, worth a combined $6.5B — up 1.3% from $6.42B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of FRT and 27 opened new positions — a net loss of 6 holders — while 119 trimmed existing stakes and 93 added.
The largest buyer was Cohen & Steers, adding an estimated $251M. The largest seller was BlackRock Institutional Trust, cutting an estimated $43.3M.
- 288 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2013, down from 295 in Q2 2013.
- Funds reported $6.5B of Federal Realty Investment Trust stock for Q3 2013, up 1.3% quarter-over-quarter.
- 27 funds opened new Federal Realty Investment Trust positions in Q3 2013 and 33 closed out, a net change of -6 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2013 was Cohen & Steers, an estimated $251M added.
- The largest Federal Realty Investment Trust seller in Q3 2013 was BlackRock Institutional Trust, an estimated $43.3M sold.
Based on aggregated 13F filings for Q3 2013.