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BDN

Brandywine Realty Trust

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: 11 (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: 253245 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BA
151
Bridgewater Associates
Connecticut
$167K -$39.2K -9,607 -21%
SO
152
STRS Ohio
Ohio
$167K -$813K -199,340 -85%
AIA
153
Arrow Investment Advisors
Maryland
$167K +$21.2K +5,187 +17%
SMDAM
154
Sumitomo Mitsui DS Asset Management
Japan
$161K
MPM
155
Meritage Portfolio Management
Kansas
$157K +$22.5K +5,507 +19%
VPIM
156
Vanguard Personalized Indexing Management
California
$157K +$45.1K +11,051 +49%
Aberdeen Group
157
Aberdeen Group
United Kingdom
$156K +$11.4K +2,793 +9%
CGH
158
Crossmark Global Holdings
Texas
$156K
SG Americas Securities
159
SG Americas Securities
New York
$148K -$275K -67,293 -68%
CCM
160
Coldstream Capital Management
Washington
$147K +$78.1K +19,137 +153%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$147K -$38.2K -9,363 -23%
KLCM
162
KG&L Capital Management
Louisiana
$147K +$51.3K +12,577 +66%
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$145K -$328K -80,288 -72%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$128K +$7.75K +1,899 +7%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$125K -$24.9K -6,098 -19%
BCI
166
Brinker Capital Investments
Pennsylvania
$124K -$1.66K -408 -2%
OPS
167
Orion Portfolio Solutions
Nebraska
$124K -$1.66K -408 -2%
BPCE
168
Bank Pictet & Cie (Europe)
Germany
$124K +$109K +26,675 New
ProShare Advisors
169
ProShare Advisors
Maryland
$124K +$8.05K +1,974 +8%
BPA
170
Beacon Pointe Advisors
California
$123K +$107K +26,351 New
Neuberger Berman Group
171
Neuberger Berman Group
New York
$121K +$106K +26,085 New
VI
172
Versor Investments
New York
$120K -$68.9K -16,900 -40%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$115K +$43.8K +10,730 +77%
JMPWA
174
JP Morgan Private Wealth Advisors
California
$114K -$164K -40,106 -62%
Lazard Asset Management
175
Lazard Asset Management
New York
$110K -$1.36K -334 -1%

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.