Federal Realty Investment Trust
390 hedge funds and large institutions have $8.3B invested in Federal Realty Investment Trust in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 148 increasing their positions, 124 reducing their positions, and 45 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 124
7% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 45
0% more funds holding
Funds holding: 390 → 390 (0)
1.02% less ownership
Funds ownership: 98.59% → 97.57% (-1%)
13% less capital invested
Capital invested by funds: $9.5B → $8.3B (-$1.2B)
69% less call options, than puts
Call options by funds: $5.54M | Put options by funds: $17.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$47.5M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$45.6M |
| 3 |
Goldman Sachs
New York
|
+$34.9M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$25.8M |
| 5 |
Millennium Management
New York
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$67.3M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$65.9M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$38.2M |
| 4 |
Cohen & Steers
New York
|
-$38M |
| 5 |
Renaissance Technologies
New York
|
-$19.1M |
FRT Hedge Fund Activity: Q1 2018 in Review
390 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2018, worth a combined $8.3B — down 13% from $9.5B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new FRT positions and 45 closed out — a net gain of 3 holders — while 148 added to existing stakes and 124 trimmed.
The largest buyer was Aberdeen Group, adding an estimated $47.5M. The largest seller was Vanguard Group, cutting an estimated $67.3M.
- 390 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $8.3B of Federal Realty Investment Trust stock for Q1 2018, down 13% quarter-over-quarter.
- 48 funds opened new Federal Realty Investment Trust positions in Q1 2018 and 45 closed out, a net change of +3 holders.
- The largest Federal Realty Investment Trust buyer in Q1 2018 was Aberdeen Group, an estimated $47.5M added.
- The largest Federal Realty Investment Trust seller in Q1 2018 was Vanguard Group, an estimated $67.3M sold.
Based on aggregated 13F filings for Q1 2018.