Federal Realty Investment Trust
452 hedge funds and large institutions have $8.03B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 152 increasing their positions, 157 reducing their positions, and 34 closing their positions.
129% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 34
116% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $6.79M
12% more capital invested
Capital invested by funds: $7.14B → $8.03B (+$889M)
9% more funds holding
Funds holding: 415 → 452 (+37)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 157
1.2% less ownership
Funds ownership: 96.54% → 95.35% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$107M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$44.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$26.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.8M |
| 5 |
BlackRock
New York
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$335M |
| 2 |
JP Morgan Chase
New York
|
-$56M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$49.4M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$25.6M |
| 5 |
Barclays
London,
United Kingdom
|
-$20.4M |
FRT Hedge Fund Activity: Q4 2023 in Review
452 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2023, worth a combined $8.03B — up 12% from $7.14B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new FRT positions and 34 closed out — a net gain of 44 holders — while 152 added to existing stakes and 157 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $107M. The largest seller was Capital Research Global Investors, cutting an estimated $335M.
- 452 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2023, up from 415 in Q3 2023.
- Funds reported $8.03B of Federal Realty Investment Trust stock for Q4 2023, up 12% quarter-over-quarter.
- 78 funds opened new Federal Realty Investment Trust positions in Q4 2023 and 34 closed out, a net change of +44 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2023 was Citadel Advisors, an estimated $107M added.
- The largest Federal Realty Investment Trust seller in Q4 2023 was Capital Research Global Investors, an estimated $335M sold.
Based on aggregated 13F filings for Q4 2023.