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BDN

Brandywine Realty Trust

246 hedge funds and large institutions have $724M invested in Brandywine Realty Trust in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $2.16M | Put options by funds: $690K

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding

Funds holding: 246246 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.61% less ownership

Funds ownership: 93.56%92.95% (-0.61%)

3% less capital invested

Capital invested by funds: $746M → $724M (-$21.4M)

3% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 89

Holders
246
Holders Change
Holders Change %
0%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
86
Reduced
89
Closed
22
Calls
$2.16M
Puts
$690K
Net Calls
+$1.47M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$109K -$3.46K -726 -3%
Lazard Asset Management
177
Lazard Asset Management
New York
$107K
IAS
178
Insigneo Advisory Services
Florida
$105K
VanEck Associates
179
VanEck Associates
New York
$100K +$14.9K +3,120 +16%
NAM
180
Nissay Asset Management
Japan
$99.1K +$2.32K +488 +2%
ASN
181
Advisory Services Network
Georgia
$97K +$2.83K +595 +3%
First Trust Advisors
182
First Trust Advisors
Illinois
$96.2K +$3.7K +777 +4%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$96.1K +$101K +21,158 New
Wolverine Trading
184
Wolverine Trading
Illinois
$93.8K +$98.4K +20,658 New
JMPWA
185
JP Morgan Private Wealth Advisors
California
$87.5K -$25.4K -5,326 -22%
WRPWM
186
Werba Rubin Papier Wealth Management
California
$86K +$6.35K +1,333 +8%
JF
187
Jump Financial
Illinois
$85.9K +$90.1K +18,917 New
IC
188
IEQ Capital
California
$85.7K +$29.1K +6,116 +48%
GLA
189
Great Lakes Advisors
Illinois
$83.6K -$96.5K -20,265 -52%
PFO
190
Pathstone Family Office
New Jersey
$82.6K -$12K -2,513 -12%
SW
191
SVB Wealth
Massachusetts
$77.3K -$17.9K -3,761 -18%
AIP
192
Ameritas Investment Partners
Nebraska
$76.8K +$17.2K +3,611 +27%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$76.1K -$6.63K -1,393 -8%
ATC
194
Argent Trust Co
Tennessee
$75.3K
ECM
195
EMC Capital Management
Texas
$75K
SIS
196
Sound Income Strategies
Florida
$72.8K +$76.3K +16,029 New
PA
197
Parallel Advisors
California
$69.3K +$395 +83 +0.5%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$68.9K +$3.48K +731 +5%
PVI
199
Pine Valley Investments
New Jersey
$68.6K +$14.3K +3,000 +25%
AWM
200
AE Wealth Management
Kansas
$66.8K +$24 +5 +0%

BDN Hedge Fund Activity: Q3 2023 in Review

246 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q3 2023, worth a combined $724M — down 2.9% from $746M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDN positions and 22 closed out — a net gain of 1 holder — while 86 added to existing stakes and 89 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.7M. The largest seller was Citadel Advisors, cutting an estimated $6.38M.

  • 246 institutional investors held Brandywine Realty Trust (BDN) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $724M of Brandywine Realty Trust stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 23 funds opened new Brandywine Realty Trust positions in Q3 2023 and 22 closed out, a net change of +1 holder.
  • The largest Brandywine Realty Trust buyer in Q3 2023 was Mirae Asset Global Investments, an estimated $6.7M added.
  • The largest Brandywine Realty Trust seller in Q3 2023 was Citadel Advisors, an estimated $6.38M sold.

Based on aggregated 13F filings for Q3 2023.