Brandywine Realty Trust
BDN
254 hedge funds and large institutions have $2.5B invested in Brandywine Realty Trust in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 80 reducing their positions, and 35 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 80
0.38% less ownership
Funds ownership: 99.48% → 99.1% (-0.38%)
3% less funds holding
Funds holding: 263 → 254 (-9)
10% less capital invested
Capital invested by funds: $2.77B → $2.5B (-$274M)
14% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 35
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$76.8M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$57.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$25.7M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$22.9M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$134M |
| 2 |
JP Morgan Chase
New York
|
-$29M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$23.6M |
| 4 |
BlackRock
New York
|
-$22.8M |
| 5 |
Two Sigma Investments
New York
|
-$16.9M |
BDN Hedge Fund Activity: Q2 2019 in Review
254 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q2 2019, worth a combined $2.5B — down 9.9% from $2.77B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of BDN and 30 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 100 added.
The largest buyer was Wellington Management Group, adding an estimated $76.8M. The largest seller was PGGM Investments, exiting entirely with an estimated $134M sold.
- 254 institutional investors held Brandywine Realty Trust (BDN) as of Q2 2019, down from 263 in Q1 2019.
- Funds reported $2.5B of Brandywine Realty Trust stock for Q2 2019, down 9.9% quarter-over-quarter.
- 30 funds opened new Brandywine Realty Trust positions in Q2 2019 and 35 closed out, a net change of -5 holders.
- The largest Brandywine Realty Trust buyer in Q2 2019 was Wellington Management Group, an estimated $76.8M added.
- The largest Brandywine Realty Trust seller in Q2 2019 was PGGM Investments, an estimated $134M sold.
Based on aggregated 13F filings for Q2 2019.