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BDN

Brandywine Realty Trust

241 hedge funds and large institutions have $1.77B invested in Brandywine Realty Trust in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 85

2% less funds holding

Funds holding: 247241 (-6)

5.68% less ownership

Funds ownership: 102.09%96.41% (-5.7%)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

38% less capital invested

Capital invested by funds: $2.83B → $1.77B (-$1.06B)

Holders
241
Holders Change
-6
Holders Change %
-2.43%
% of All Funds
5.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
33
Increased
92
Reduced
85
Closed
37
Calls
$136K
Puts
Net Calls
+$136K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$22K -$28.9K -2,049 -49%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$21K -$6.99K -496 -20%
LM
203
Legg Mason
Maryland
$21K
PCG
204
Private Capital Group
Connecticut
$19K -$282 -20 -1%
SMFS
205
Squar Milner Financial Services
California
$17K +$2.61K +185 +12%
DSC
206
Duncker Streett & Co
Missouri
$15K
GRP
207
Global Retirement Partners
California
$14K -$916 -65 -5%
CBT
208
Capital Bank & Trust
California
$11K
MAM
209
Meeder Asset Management
Ohio
$11K +$15.1K +1,069 New
BFEC
210
Benjamin F. Edwards & Company
Missouri
$9K
OPS
211
Orion Portfolio Solutions
Nebraska
$9K +$959 +68 +8%
TCOV
212
Trust Company of Vermont
Vermont
$8K -$8.9K -631 -44%
First Manhattan
213
First Manhattan
New York
$8K
PI
214
PineBridge Investments
New York
$7K -$4.09K -290 -30%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$7K +$2.68K +190 +37%
IA
216
IFP Advisors
Florida
$5K -$18K -1,275 -74%
CAW
217
Cornerstone Advisors (Washington)
Washington
$5K -$1.13K -80 -13%
SFS
218
Sowell Financial Services
Arkansas
$5K +$3.88K +275 +134%
S
219
SignatureFD
Georgia
$4K -$4.43K -314 -43%
TPCW
220
TD Private Client Wealth
New York
$3.99K -$1.18K -84 -18%
BCA
221
Berman Capital Advisors
Georgia
$3K -$6.5K -461 -57%
ASN
222
Advisory Services Network
Georgia
$3K
GWS
223
Glassman Wealth Services
Virginia
$3K +$2.04K +145 +149%
TI
224
tru Independence
Oregon
$2.66K -$292K -20,700 -8%
SWA
225
Sutton Wealth Advisors
Florida
$2.61K +$3.5K +248 New

BDN Hedge Fund Activity: Q1 2020 in Review

241 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q1 2020, worth a combined $1.77B — down 38% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of BDN and 33 opened new positions — a net loss of 4 holders — while 85 trimmed existing stakes and 92 added.

The largest buyer was Principal Financial Group, adding an estimated $43.3M. The largest seller was Wellington Management Group, cutting an estimated $43.4M.

  • 241 institutional investors held Brandywine Realty Trust (BDN) as of Q1 2020, down from 247 in Q4 2019.
  • Funds reported $1.77B of Brandywine Realty Trust stock for Q1 2020, down 38% quarter-over-quarter.
  • 33 funds opened new Brandywine Realty Trust positions in Q1 2020 and 37 closed out, a net change of -4 holders.
  • The largest Brandywine Realty Trust buyer in Q1 2020 was Principal Financial Group, an estimated $43.3M added.
  • The largest Brandywine Realty Trust seller in Q1 2020 was Wellington Management Group, an estimated $43.4M sold.

Based on aggregated 13F filings for Q1 2020.