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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
OL
201
Optas LLC
Texas
$55.5K
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$53.3K -$56.1K -12,100 -52%
MGP
203
Metis Global Partners
California
$52.6K
AWM
204
Apollon Wealth Management
South Carolina
$51.9K +$50.2K +10,819 New
EWS
205
Evergreen Wealth Solutions
Pennsylvania
$50.4K -$1.49K -321 -3%
CB
206
Commerce Bank
Missouri
$50K
BFG
207
Bleakley Financial Group
New Jersey
$49.7K -$23.6K -5,091 -33%
SW
208
Simplicity Wealth
New Jersey
$49.7K +$48K +10,355 New
X
209
Xponance
Pennsylvania
$49.4K +$376 +81 +0.8%
QCM
210
Quantinno Capital Management
New York
$49K +$47.8K +10,304 New
WA
211
WealthTrust Axiom
Pennsylvania
$48K
PH
212
Pinnacle Holdings
Oklahoma
$40.5K +$39.2K +8,447 New
GI
213
GAMMA Investing
California
$35K -$15.8K -3,414 -32%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$31.6K +$5.28K +1,139 +21%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$30K +$1.37K +295 +5%
KBC Group
216
KBC Group
Belgium
$29K
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$29K
BFEC
218
Benjamin F. Edwards & Company
Missouri
$19K -$200K -43,084 -91%
JPWM
219
Jamison Private Wealth Management
Georgia
$18.7K +$524 +113 +3%
QCG
220
Quadrant Capital Group
Ohio
$14.6K
TRCT
221
Tower Research Capital (TRC)
New York
$13.3K -$68.1K -14,691 -84%
EWA
222
EverSource Wealth Advisors
Alabama
$11.6K -$468 -101 -4%
AF
223
Allworth Financial
California
$8.5K +$1.04K +224 +14%
HNB
224
Huntington National Bank
Ohio
$5.52K +$5.33K +1,149 New
C
225
Covestor
United Kingdom
$5K +$325 +70 +7%

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.