We are live on ! Find out more
BDN

Brandywine Realty Trust

249 hedge funds and large institutions have $699M invested in Brandywine Realty Trust in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

5% less funds holding

Funds holding: 262249 (-13)

5.2% less ownership

Funds ownership: 89.82%84.62% (-5.2%)

16% less capital invested

Capital invested by funds: $833M → $699M (-$134M)

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

32% less call options, than puts

Call options by funds: $872K | Put options by funds: $1.28M

Holders
249
Holders Change
-13
Holders Change %
-4.96%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
87
Reduced
92
Closed
43
Calls
$872K
Puts
$1.28M
Net Calls
-$413K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
151
Crossmark Global Holdings
Texas
$150K
Aberdeen Group
152
Aberdeen Group
United Kingdom
$147K -$5.78K -1,247 -4%
SO
153
STRS Ohio
Ohio
$146K -$25.5K -5,500 -15%
MOACM
154
Mutual of America Capital Management
New York
$142K -$2.2K -474 -2%
AIA
155
Arrow Investment Advisors
Maryland
$142K -$17.1K -3,696 -11%
VanEck Associates
156
VanEck Associates
New York
$134K +$3.11K +671 +2%
Point72 Asset Management
157
Point72 Asset Management
Connecticut
$133K +$127K +27,400 +9,133%
FTDI
158
First Trust Direct Indexing
Massachusetts
$129K +$43.1K +9,304 +53%
SFA
159
Sequoia Financial Advisors
Ohio
$126K +$2.48K +536 +2%
AWM
160
AE Wealth Management
Kansas
$126K +$49.6K +10,697 +69%
XT
161
XTX Topco
Cayman Islands
$125K +$121K +26,087 New
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$124K +$1.49K +321 +1%
GFA
163
Gallagher Fiduciary Advisors
Illinois
$116K +$112K +24,247 New
I
164
InceptionR
California
$114K +$110K +23,751 New
NAM
165
Nissay Asset Management
Japan
$112K +$3.55K +765 +3%
IAS
166
Insigneo Advisory Services
Florida
$111K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$106K +$11K +2,365 +12%
ECM
168
EMC Capital Management
Texas
$100K +$20.5K +4,419 +27%
GAM
169
Gotham Asset Management
New York
$97.8K -$86K -18,543 -48%
First Trust Advisors
170
First Trust Advisors
Illinois
$94.3K -$408 -88 -0.4%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$92K +$7.97K +1,719 +10%
American Century Companies
172
American Century Companies
Missouri
$91.7K -$44.2K -9,529 -33%
GC
173
Guggenheim Capital
Illinois
$87.8K -$16.4K -3,533 -16%
M&T Bank
174
M&T Bank
New York
$87.3K +$84.7K +18,263 New
SG Americas Securities
175
SG Americas Securities
New York
$84K -$443K -95,579 -84%

BDN Hedge Fund Activity: Q1 2024 in Review

249 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q1 2024, worth a combined $699M — down 16% from $833M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BDN and 31 opened new positions — a net loss of 12 holders — while 92 trimmed existing stakes and 87 added.

The largest buyer was JP Morgan Chase, adding an estimated $4.13M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 249 institutional investors held Brandywine Realty Trust (BDN) as of Q1 2024, down from 262 in Q4 2023.
  • Funds reported $699M of Brandywine Realty Trust stock for Q1 2024, down 16% quarter-over-quarter.
  • 31 funds opened new Brandywine Realty Trust positions in Q1 2024 and 43 closed out, a net change of -12 holders.
  • The largest Brandywine Realty Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $4.13M added.
  • The largest Brandywine Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2024.