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Federal Realty Investment Trust
FRT

332 hedge funds and large institutions have $9.25B 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.

New
Increased
Maintained
Reduced
Closed

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: $8.6B → $9.25B (+$654M)

4% more funds holding

Funds holding: 318 → 332 (+14)

0.47% more ownership

Funds ownership: 98.64% → 99.11% (+0.47%)

Holders
332
Holders Change
+14
Holders Change %
+4.4%
% of All Funds
9.27%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.25%
New
30
Increased
128
Reduced
97
Closed
15
Calls
$2.8M
Puts
$2.13M
Net Calls
+$668K
Net Calls Change
+$2.31M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$186M
2
HRES
Heitman Real Estate Securities
Illinois
+$103M
3
American Century Companies
American Century Companies
Missouri
+$30.2M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$29.3M
5
CBOA
Commonwealth Bank of Australia
Australia
+$17M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$291M
2
Invesco
Invesco
Georgia
-$74.4M
3
JHIU
Janus Henderson Investors US
Colorado
-$21.3M
4
ACM
AEW Capital Management
Massachusetts
-$16.5M
5
Morgan Stanley
Morgan Stanley
New York
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.33B +$14.4M +107,610 +1%
State Street
2
State Street
Massachusetts
$664M +$16.2M +121,573 +3%
Invesco
3
Invesco
Georgia
$611M -$74.4M -557,365 -11%
BFA
4
BlackRock Fund Advisors
California
$476M +$8.55M +64,012 +2%
BIT
5
BlackRock Institutional Trust
California
$413M +$1.87K +14 +0%
Norges Bank
6
Norges Bank
Norway
$392M – – –
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$363M -$365K -2,730 -0.1%
PI
8
PGGM Investments
Netherlands
$264M -$6.2M -46,442 -2%
Deutsche Bank
9
Deutsche Bank
Germany
$227M -$12M -89,861 -5%
Goldman Sachs
10
Goldman Sachs
New York
$225M +$186M +1,393,430 +543%
SAMC
11
Shinko Asset Management Company
Japan
$201M +$2.58M +19,300 +1%
Principal Financial Group
12
Principal Financial Group
Iowa
$179M +$5.3M +39,681 +3%
ACM
13
AEW Capital Management
Massachusetts
$165M -$16.5M -123,769 -9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$159M -$6.94M -51,998 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$137M +$3.64M +27,227 +3%
ACI
16
AMP Capital Investors
Australia
$132M +$3.59M +26,854 +3%
BG
17
BlackRock Group
United Kingdom
$125M +$2.84M +21,291 +2%
Northern Trust
18
Northern Trust
Illinois
$122M -$381K -2,850 -0.3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$114M +$254K +1,900 +0.2%
Daiwa Securities Group
20
Daiwa Securities Group
Japan
$108M -$4.94M -36,997 -4%
HRES
21
Heitman Real Estate Securities
Illinois
$106M +$103M +769,700 +10,304%
Cohen & Steers
22
Cohen & Steers
New York
$90M -$4.83M -36,197 -5%
CWAM
23
Columbia Wanger Asset Management
Illinois
$88.6M -$4.49M -33,620 -5%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$80.4M +$16.2M +121,377 +26%
RC
25
Resolution Capital
Australia
$78.5M +$14.4M +108,186 +23%
1
2 3 4 5

FRT Hedge Fund Activity: Q3 2015 in Review

332 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2015, worth a combined $9.25B — up 7.6% from $8.6B 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.

  • 332 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2015, up from 318 in Q2 2015.
  • Funds reported $9.25B of Federal Realty Investment Trust stock for Q3 2015, up 7.6% 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.