Federal Realty Investment Trust
FRT
308 hedge funds and large institutions have $7.68B invested in Federal Realty Investment Trust in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 135 increasing their positions, 89 reducing their positions, and 27 closing their positions.
217% more call options, than puts
Call options by funds: $3.02M | Put options by funds: $951K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
52% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 89
12% more capital invested
Capital invested by funds: $6.83B → $7.68B (+$850M)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
1% less funds holding
Funds holding: 311 → 308 (-3)
3.28% less ownership
Funds ownership: 103.43% → 100.15% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$109M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$67.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$66.2M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$65.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$240M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$27.6M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$23.4M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$18.6M |
| 5 |
Millennium Management
New York
|
-$18.4M |
FRT Hedge Fund Activity: Q1 2014 in Review
308 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2014, worth a combined $7.68B — up 12% from $6.83B a quarter earlier.
Fund positioning in FRT was balanced in Q1 2014: 27 funds opened new positions, 27 closed out, 135 added to existing stakes and 89 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Cohen & Steers, cutting an estimated $240M.
- 308 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2014, down from 311 in Q4 2013.
- Funds reported $7.68B of Federal Realty Investment Trust stock for Q1 2014, up 12% quarter-over-quarter.
- 27 funds opened new Federal Realty Investment Trust positions in Q1 2014 and 27 closed out, a net change of 0 holders.
- The largest Federal Realty Investment Trust buyer in Q1 2014 was Fidelity Investments, an estimated $109M added.
- The largest Federal Realty Investment Trust seller in Q1 2014 was Cohen & Steers, an estimated $240M sold.
Based on aggregated 13F filings for Q1 2014.