Federal Realty Investment Trust
324 hedge funds and large institutions have $9.76B invested in Federal Realty Investment Trust in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 113 increasing their positions, 125 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
9% more capital invested
Capital invested by funds: $8.96B → $9.76B (+$803M)
10% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 125
1.35% less ownership
Funds ownership: 97.98% → 96.63% (-1.4%)
2% less funds holding
Funds holding: 331 → 324 (-7)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
49% less call options, than puts
Call options by funds: $1.99M | Put options by funds: $3.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$92.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.8M |
| 3 |
PS
Presima Securities
Montreal,
Quebec, Canada
|
+$31.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$30.1M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$44.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.8M |
| 3 |
Cohen & Steers
New York
|
-$37.8M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$36.6M |
| 5 |
Morgan Stanley
New York
|
-$34.7M |
FRT Hedge Fund Activity: Q1 2015 in Review
324 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2015, worth a combined $9.76B — up 9% from $8.96B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FRT and 16 opened new positions — a net loss of 4 holders — while 125 trimmed existing stakes and 113 added.
The largest buyer was Invesco, adding an estimated $92.3M. The largest seller was State Street, cutting an estimated $44.2M.
- 324 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2015, down from 331 in Q4 2014.
- Funds reported $9.76B of Federal Realty Investment Trust stock for Q1 2015, up 9% quarter-over-quarter.
- 16 funds opened new Federal Realty Investment Trust positions in Q1 2015 and 20 closed out, a net change of -4 holders.
- The largest Federal Realty Investment Trust buyer in Q1 2015 was Invesco, an estimated $92.3M added.
- The largest Federal Realty Investment Trust seller in Q1 2015 was State Street, an estimated $44.2M sold.
Based on aggregated 13F filings for Q1 2015.