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BDN

Brandywine Realty Trust
BDN

261 hedge funds and large institutions have $833M invested in Brandywine Realty Trust in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $724M → $833M (+$109M)

7% more funds holding

Funds holding: 245 → 261 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 94

3.12% less ownership

Funds ownership: 92.95% → 89.82% (-3.1%)

10% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $1.51M

Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
86
Reduced
94
Closed
25
Calls
$1.35M
Puts
$1.51M
Net Calls
-$158K
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
ECM
ExodusPoint Capital Management
New York
+$3.42M
3
UBS AM
UBS AM
Illinois
+$3.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.3M
5
BlackRock
BlackRock
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$34.1M
2
Invesco
Invesco
Georgia
-$12.5M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$7.47M
4
SFM
Systematic Financial Management
New Jersey
-$3.77M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
226
GAMMA Investing
California
$50.7K +$47K +10,705 New
EC
227
Elequin Capital
New York
$33.3K +$27.1K +6,174 New
KBC Group
228
KBC Group
Belgium
$33K -$7.09K -1,615 -21%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$33K – – –
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$32.2K -$8.58K -1,955 -25%
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$29.3K -$6.08K -1,385 -20%
JPWM
232
Jamison Private Wealth Management
Georgia
$20.4K +$588 +134 +4%
QCG
233
Quadrant Capital Group
Ohio
$16.4K -$13K -2,959 -49%
QL
234
Quarry LP
New York
$14.8K +$12.1K +2,750 New
EWA
235
EverSource Wealth Advisors
Alabama
$14.3K +$1.11K +253 +11%
US Bancorp
236
US Bancorp
Minnesota
$13.1K -$313K -71,294 -97%
LFA
237
Level Financial Advisors
New York
$12K – – –
AF
238
Allworth Financial
California
$8.35K -$715 -163 -10%
EC
239
EntryPoint Capital
New York
$8.27K +$6.72K +1,532 New
C
240
Covestor
United Kingdom
$5K +$263 +60 +7%
SS
241
Sunbelt Securities
Texas
$4.33K – – –
First Manhattan
242
First Manhattan
New York
$4.21K – – –
CJ
243
Caitlin John
Michigan
$4.21K +$3.42K +780 New
PWMG
244
Private Wealth Management Group
New Jersey
$3.64K +$2.96K +674 New
CMBA
245
C.M. Bidwell & Associates
Hawaii
$3.19K +$834 +190 +48%
FFA
246
Farther Finance Advisors
California
$3.1K +$1.73K +395 +219%
Bessemer Group
247
Bessemer Group
New Jersey
$3K +$2.62K +596 New
PWMG
248
Prestige Wealth Management Group
New Jersey
$2.04K – – –
BTI
249
Blue Trust Inc
Georgia
$2K +$250 +57 +19%
Point72 Asset Management
250
Point72 Asset Management
Connecticut
$1.62K +$1.32K +300 New
8 9
10
11 12

BDN Hedge Fund Activity: Q4 2023 in Review

261 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q4 2023, worth a combined $833M — up 15% from $724M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BDN positions and 25 closed out — a net gain of 19 holders — while 86 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was JP Morgan Chase, cutting an estimated $34.1M.

  • 261 institutional investors held Brandywine Realty Trust (BDN) as of Q4 2023, up from 245 in Q3 2023.
  • Funds reported $833M of Brandywine Realty Trust stock for Q4 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Brandywine Realty Trust positions in Q4 2023 and 25 closed out, a net change of +19 holders.
  • The largest Brandywine Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest Brandywine Realty Trust seller in Q4 2023 was JP Morgan Chase, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2023.