We are live on ! Find out more
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
DAM
251
Delta Asset Management
Tennessee
$1.43K – – –
FFO
252
Fortitude Family Office
Arizona
$1.19K +$965 +220 New
S
253
SignatureFD
Georgia
$1.1K -$2.83K -644 -76%
PGAM
254
Princeton Global Asset Management
New Jersey
$1.08K – – –
PFBT
255
Parkside Financial Bank & Trust
Missouri
$740 -$6.4K -1,459 -91%
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$702 – – –
DIP
257
DT Investment Partners
Pennsylvania
$540 – – –
AWM
258
Abound Wealth Management
Tennessee
$465 – – –
IA
259
IFP Advisors
Florida
$270 – – –
CTA
260
Colonial Trust Advisors
South Carolina
$27 – – –
William Blair Investment Management
261
William Blair Investment Management
Illinois
– -$7.47M -1,645,759 Closed
MAP
262
Moody Aldrich Partners
Massachusetts
– -$2.26M -498,457 Closed
GA
263
GraniteShares Advisors
New York
– -$1.14M -251,133 Closed
IG
264
ING Group
Netherlands
– -$612K -134,855 Closed
CIM
265
Centersquare Investment Management
Pennsylvania
– -$520K -114,450 Closed
SEI Investments
266
SEI Investments
Pennsylvania
– -$350K -77,149 Closed
GT
267
Glenmede Trust
Pennsylvania
– -$308K -67,738 Closed
BCI
268
Brinker Capital Investments
Pennsylvania
– -$238K -52,480 Closed
OPS
269
Orion Portfolio Solutions
Nebraska
– -$238K -52,480 Closed
MYAM
270
Meiji Yasuda Asset Management
Japan
– -$216K -47,595 Closed
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
– -$159K -34,916 Closed
SFI
272
Susquehanna Fundamental Investments
Pennsylvania
– -$123K -27,003 Closed
BPA
273
Beacon Pointe Advisors
California
– -$120K -26,351 Closed
BCM
274
Bayesian Capital Management
New York
– -$119K -26,200 Closed
PWPS
275
Pinnacle Wealth Planning Services
Ohio
– -$117K -25,811 Closed
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.