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BDN

Brandywine Realty Trust
BDN

245 hedge funds and large institutions have $746M invested in Brandywine Realty Trust in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 85

0.27% less ownership

Funds ownership: 93.83% → 93.56% (-0.27%)

2% less capital invested

Capital invested by funds: $763M → $746M (-$17.1M)

3% less funds holding

Funds holding: 253 → 245 (-8)

21% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 39

86% less call options, than puts

Call options by funds: $398K | Put options by funds: $2.94M

Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
85
Reduced
85
Closed
39
Calls
$398K
Puts
$2.94M
Net Calls
-$2.54M
Net Calls Change
+$263K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$26.5M
2
Morgan Stanley
Morgan Stanley
New York
+$7.47M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$5.42M
4
Invesco
Invesco
Georgia
+$5.12M
5
Ameriprise
Ameriprise
Minnesota
+$3.83M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.1M
2
Millennium Management
Millennium Management
New York
-$8.07M
3
N
Nuveen
North Carolina
-$7.87M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$7.51M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
226
McIlrath & Eck
Washington
$7.21K – – –
AF
227
Allworth Financial
California
$7.19K – – –
C
228
Covestor
United Kingdom
$4K +$3K +735 +355%
SS
229
Sunbelt Securities
Texas
$3.73K – – –
First Manhattan
230
First Manhattan
New York
$3.63K – – –
PTC
231
Private Trust Company
Ohio
$3.13K +$1.87K +458 +212%
CMBA
232
C.M. Bidwell & Associates
Hawaii
$1.86K – – –
PWMG
233
Prestige Wealth Management Group
New Jersey
$1.75K +$1.54K +377 New
DAM
234
Delta Asset Management
Tennessee
$1.23K – – –
BTI
235
Blue Trust Inc
Georgia
$1K -$1.31K -321 -52%
S
236
SignatureFD
Georgia
$949 – – –
PGAM
237
Princeton Global Asset Management
New Jersey
$930 – – –
FFA
238
Farther Finance Advisors
California
$837 +$734 +180 New
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$605 – – –
DIP
240
DT Investment Partners
Pennsylvania
$522 – – –
AWM
241
Abound Wealth Management
Tennessee
$400 +$351 +86 New
IA
242
IFP Advisors
Florida
$233 – – –
HNB
243
Huntington National Bank
Ohio
$228 +$200 +49 New
ECM
244
EMC Capital Management
Texas
$76 – – –
CTA
245
Colonial Trust Advisors
South Carolina
$23 – – –
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
– -$10.1M -2,136,422 Closed
Millennium Management
247
Millennium Management
New York
– -$8.07M -1,706,657 Closed
Marshall Wace
248
Marshall Wace
United Kingdom
– -$3.27M -691,045 Closed
M2MC
249
Matthew 25 Management Corp
Pennsylvania
– -$2.96M -625,000 Closed
CSS
250
Cubist Systematic Strategies
Connecticut
– -$2.6M -548,830 Closed
8 9
10
11 12

BDN Hedge Fund Activity: Q2 2023 in Review

245 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q2 2023, worth a combined $746M — down 2.2% from $763M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of BDN and 31 opened new positions — a net loss of 8 holders — while 85 trimmed existing stakes and 85 added.

The largest buyer was JP Morgan Chase, adding an estimated $26.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $10.1M sold.

  • 245 institutional investors held Brandywine Realty Trust (BDN) as of Q2 2023, down from 253 in Q1 2023.
  • Funds reported $746M of Brandywine Realty Trust stock for Q2 2023, down 2.2% quarter-over-quarter.
  • 31 funds opened new Brandywine Realty Trust positions in Q2 2023 and 39 closed out, a net change of -8 holders.
  • The largest Brandywine Realty Trust buyer in Q2 2023 was JP Morgan Chase, an estimated $26.5M added.
  • The largest Brandywine Realty Trust seller in Q2 2023 was Balyasny Asset Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2023.