Federal Realty Investment Trust
333 hedge funds and large institutions have $9.34B 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.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
32% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 97
31% more call options, than puts
Call options by funds: $2.8M | Put options by funds: $2.13M
8% more capital invested
Capital invested by funds: $8.68B → $9.34B (+$666M)
4% more funds holding
Funds holding: 319 → 333 (+14)
0.47% more ownership
Funds ownership: 98.64% → 99.11% (+0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$186M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$103M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$30.2M |
| 4 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$29.3M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$291M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$74.4M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$21.3M |
| 4 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$16.5M |
| 5 |
Morgan Stanley
New York
|
-$14M |
FRT Hedge Fund Activity: Q3 2015 in Review
333 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2015, worth a combined $9.34B — up 7.7% from $8.68B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FRT positions and 15 closed out — a net gain of 15 holders — while 128 added to existing stakes and 97 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $186M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $291M.
- 333 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2015, up from 319 in Q2 2015.
- Funds reported $9.34B of Federal Realty Investment Trust stock for Q3 2015, up 7.7% quarter-over-quarter.
- 30 funds opened new Federal Realty Investment Trust positions in Q3 2015 and 15 closed out, a net change of +15 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2015 was Goldman Sachs, an estimated $186M added.
- The largest Federal Realty Investment Trust seller in Q3 2015 was Lasalle Investment Management Securities, an estimated $291M sold.
Based on aggregated 13F filings for Q3 2015.