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BDN

Brandywine Realty Trust

250 hedge funds and large institutions have $658M invested in Brandywine Realty Trust in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0.68% more ownership

Funds ownership: 84.62%85.3% (+0.68%)

0% more funds holding

Funds holding: 249250 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less call options, than puts

Call options by funds: $543K | Put options by funds: $560K

6% less capital invested

Capital invested by funds: $699M → $658M (-$40.9M)

24% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 103

Holders
250
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
78
Reduced
103
Closed
21
Calls
$543K
Puts
$560K
Net Calls
-$17K
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Hoey Investments
Pennsylvania
$73.4K
PVI
177
Pine Valley Investments
New Jersey
$72.7K +$2.49K +547 +3%
Royal Bank of Canada
178
Royal Bank of Canada
Ontario, Canada
$72K -$77.5K -17,008 -51%
PAS
179
Point72 Asia (Singapore)
Singapore
$71.3K +$72.5K +15,910 New
AAS
180
Ameritas Advisory Services
Nebraska
$70.8K
Neuberger Berman Group
181
Neuberger Berman Group
New York
$69.6K +$70.8K +15,545 New
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$66K +$67.4K +14,802 New
WRPWM
183
Werba Rubin Papier Wealth Management
California
$65.9K -$7.14K -1,567 -10%
KLCM
184
KG&L Capital Management
Louisiana
$65.7K -$91.5K -20,075 -58%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$65K -$5.63K -1,236 -8%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$62.2K +$8.27K +1,815 +15%
EWA
187
EverSource Wealth Advisors
Alabama
$62K +$44.4K +9,753 +382%
MGP
188
Metis Global Partners
California
$60.6K +$11.7K +2,570 +23%
LCOV
189
London Company of Virginia
Virginia
$57.6K
PP
190
PDS Planning
Ohio
$57.4K
SG Americas Securities
191
SG Americas Securities
New York
$57K -$22.1K -4,842 -28%
SRC
192
Sage Rhino Capital
California
$56.4K +$4.31K +946 +8%
ASN
193
Advisory Services Network
Georgia
$54.7K -$4.37K -960 -7%
OL
194
Optas LLC
Texas
$53.8K +$2.04K +447 +4%
QCM
195
Quantinno Capital Management
New York
$52.5K +$6.5K +1,426 +14%
AWM
196
Apollon Wealth Management
South Carolina
$52K +$3.63K +797 +7%
PAG
197
Private Advisor Group
New Jersey
$50.9K +$51.7K +11,355 New
EWS
198
Evergreen Wealth Solutions
Pennsylvania
$50.8K +$3.87K +850 +8%
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$49.8K
X
200
Xponance
Pennsylvania
$48.6K +$2.54K +557 +5%

BDN Hedge Fund Activity: Q2 2024 in Review

250 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q2 2024, worth a combined $658M — down 5.9% from $699M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BDN positions and 21 closed out — a net gain of 2 holders — while 78 added to existing stakes and 103 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $9.38M. The largest seller was Charles Schwab, cutting an estimated $3.57M.

  • 250 institutional investors held Brandywine Realty Trust (BDN) as of Q2 2024, up from 249 in Q1 2024.
  • Funds reported $658M of Brandywine Realty Trust stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 23 funds opened new Brandywine Realty Trust positions in Q2 2024 and 21 closed out, a net change of +2 holders.
  • The largest Brandywine Realty Trust buyer in Q2 2024 was Point72 Asset Management, an estimated $9.38M added.
  • The largest Brandywine Realty Trust seller in Q2 2024 was Charles Schwab, an estimated $3.57M sold.

Based on aggregated 13F filings for Q2 2024.