Federal Realty Investment Trust
390 hedge funds and large institutions have $9.5B invested in Federal Realty Investment Trust in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 136 increasing their positions, 136 reducing their positions, and 33 closing their positions.
67% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 33
8% more capital invested
Capital invested by funds: $8.78B → $9.5B (+$718M)
6% more funds holding
Funds holding: 368 → 390 (+22)
1.17% more ownership
Funds ownership: 97.42% → 98.59% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 136
31% less call options, than puts
Call options by funds: $5.87M | Put options by funds: $8.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$113M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$93.4M |
| 3 |
JP Morgan Chase
New York
|
+$77.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$33.9M |
| 5 |
Renaissance Technologies
New York
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$76.2M |
| 2 |
Cohen & Steers
New York
|
-$75.8M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$51M |
| 4 |
Bank of New York Mellon
New York
|
-$48.7M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$41.9M |
FRT Hedge Fund Activity: Q4 2017 in Review
390 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2017, worth a combined $9.5B — up 8.2% from $8.78B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new FRT positions and 33 closed out — a net gain of 22 holders — while 136 added to existing stakes and 136 trimmed.
The largest buyer was Brookfield Corp, opening a new position worth an estimated $113M. The largest seller was Daiwa Securities Group, cutting an estimated $76.2M.
- 390 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2017, up from 368 in Q3 2017.
- Funds reported $9.5B of Federal Realty Investment Trust stock for Q4 2017, up 8.2% quarter-over-quarter.
- 55 funds opened new Federal Realty Investment Trust positions in Q4 2017 and 33 closed out, a net change of +22 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2017 was Brookfield Corp, an estimated $113M added.
- The largest Federal Realty Investment Trust seller in Q4 2017 was Daiwa Securities Group, an estimated $76.2M sold.
Based on aggregated 13F filings for Q4 2017.