Federal Realty Investment Trust
391 hedge funds and large institutions have $9.67B invested in Federal Realty Investment Trust in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 154 increasing their positions, 135 reducing their positions, and 48 closing their positions.
112% more call options, than puts
Call options by funds: $13M | Put options by funds: $6.13M
14% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 135
0.45% less ownership
Funds ownership: 95.26% → 94.8% (-0.45%)
4% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 48
2% less funds holding
Funds holding: 397 → 391 (-6)
7% less capital invested
Capital invested by funds: $10.4B → $9.67B (-$698M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$113M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$99.7M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$90.4M |
| 4 |
Cohen & Steers
New York
|
+$89.8M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$72.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$70.8M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$32M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$29.9M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$28.1M |
FRT Hedge Fund Activity: Q4 2016 in Review
391 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2016, worth a combined $9.67B — down 6.7% from $10.4B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of FRT and 46 opened new positions — a net loss of 2 holders — while 135 trimmed existing stakes and 154 added.
The largest buyer was Goldman Sachs, adding an estimated $113M. The largest seller was PGGM Investments, cutting an estimated $72.1M.
- 391 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2016, down from 397 in Q3 2016.
- Funds reported $9.67B of Federal Realty Investment Trust stock for Q4 2016, down 6.7% quarter-over-quarter.
- 46 funds opened new Federal Realty Investment Trust positions in Q4 2016 and 48 closed out, a net change of -2 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2016 was Goldman Sachs, an estimated $113M added.
- The largest Federal Realty Investment Trust seller in Q4 2016 was PGGM Investments, an estimated $72.1M sold.
Based on aggregated 13F filings for Q4 2016.