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BDN

Brandywine Realty Trust

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: 245261 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$221K -$68.3K -15,576 -28%
GAM
152
Gotham Asset Management
New York
$210K -$29.3K -6,679 -15%
BA
153
Bridgewater Associates
Connecticut
$207K +$3.08K +702 +2%
FRM
154
Fox Run Management
Connecticut
$200K +$163K +37,036 New
SO
155
STRS Ohio
Ohio
$194K
VPIM
156
Vanguard Personalized Indexing Management
California
$187K -$44.9K -10,224 -23%
SMDAM
157
Sumitomo Mitsui DS Asset Management
Japan
$187K
Victory Capital Management
158
Victory Capital Management
Texas
$182K +$18.7K +4,255 +14%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$181K -$30.7K -6,990 -17%
MPM
160
Meritage Portfolio Management
Kansas
$180K +$3.16K +720 +2%
AIA
161
Arrow Investment Advisors
Maryland
$180K
SSWM
162
Sheets Smith Wealth Management
North Carolina
$173K +$16.9K +3,862 +14%
ProShare Advisors
163
ProShare Advisors
Maryland
$173K +$26.5K +6,047 +23%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$172K -$11.1K -2,535 -7%
KLCM
165
KG&L Capital Management
Louisiana
$170K -$6.04K -1,376 -4%
CGH
166
Crossmark Global Holdings
Texas
$169K
MOACM
167
Mutual of America Capital Management
New York
$163K -$353K -80,410 -73%
American Century Companies
168
American Century Companies
Missouri
$155K +$126K +28,636 New
VanEck Associates
169
VanEck Associates
New York
$148K +$22.5K +5,131 +23%
SCM
170
Solas Capital Management
Connecticut
$146K +$118K +27,000 New
SFA
171
Sequoia Financial Advisors
Ohio
$139K -$170K -38,797 -60%
Pathstone Holdings
172
Pathstone Holdings
New Jersey
$138K +$112K +25,609 New
Lazard Asset Management
173
Lazard Asset Management
New York
$134K +$5.35K +1,220 +5%
JF
174
Jump Financial
Illinois
$132K +$24.6K +5,613 +30%
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$125K -$65K -14,811 -39%

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.