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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.7M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
+$3.42M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$3.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.3M |
| 5 |
BlackRock
New York
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$34.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$12.5M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$7.47M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$3.77M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IC
276
IEQ Capital
Foster City,
California
| – | -$85.7K | -18,875 | Closed |
|
|
ATC
277
Argent Trust Co
Nashville,
Tennessee
| – | -$75.3K | -16,592 | Closed |
|
|
MM
278
MQS Management
New York
| – | -$66.5K | -14,653 | Closed |
|
|
LCOV
279
London Company of Virginia
Richmond,
Virginia
| – | -$58.4K | -12,860 | Closed |
|
|
AAS
280
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$49.9K | -11,000 | Closed |
|
|
SCM
281
Shelton Capital Management
Denver,
Colorado
| – | -$48.9K | -10,779 | Closed |
|
282
Allspring Global Investments
Charlotte,
North Carolina
| – | -$15.1K | -3,318 | Closed |
|
|
VCM
283
Versant Capital Management
Phoenix,
Arizona
| – | -$11K | -2,426 | Closed |
|
|
PTC
284
Private Trust Company
Cleveland,
Ohio
| – | -$1.58K | -349 | Closed |
|
|
HNB
285
Huntington National Bank
Columbus,
Ohio
| – | -$481 | -106 | Closed |
|
|
SAM
286
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$764 | +174 | New |
|
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.