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BDN

Brandywine Realty Trust

265 hedge funds and large institutions have $865M invested in Brandywine Realty Trust in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $794M → $865M (+$71.6M)

5.01% more ownership

Funds ownership: 84.52%89.53% (+5%)

6% less funds holding

Funds holding: 283265 (-18)

37% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 43

61% less call options, than puts

Call options by funds: $845K | Put options by funds: $2.19M

Holders
265
Holders Change
-18
Holders Change %
-6.36%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
95
Reduced
85
Closed
43
Calls
$845K
Puts
$2.19M
Net Calls
-$1.35M
Net Calls Change
-$681K
Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
201
Werba Rubin Papier Wealth Management
California
$81.4K
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$73K -$7.59K -1,360 -9%
LCOV
203
London Company of Virginia
Virginia
$72K
PP
204
PDS Planning
Ohio
$71.8K
EWS
205
Evergreen Wealth Solutions
Pennsylvania
$69.7K +$6.22K +1,115 +10%
AWM
206
Apollon Wealth Management
South Carolina
$68.4K +$68.1K +12,210 New
KBC Group
207
KBC Group
Belgium
$68K
X
208
Xponance
Pennsylvania
$67.9K +$4.07K +730 +6%
OL
209
Optas LLC
Texas
$67.3K
SRC
210
Sage Rhino Capital
California
$65.8K -$1.59K -285 -2%
PAG
211
Private Advisor Group
New Jersey
$62.3K -$145 -26 -0.2%
EWA
212
EverSource Wealth Advisors
Alabama
$61.5K -$7.36K -1,318 -11%
SEI Investments
213
SEI Investments
Pennsylvania
$60.4K
TI
214
Tidal Investments
Wisconsin
$60.2K +$60K +10,751 New
CB
215
Commerce Bank
Missouri
$58.4K
I
216
InceptionR
California
$58K -$322K -57,686 -85%
SM
217
Sciencast Management
New Jersey
$57K +$56.8K +10,183 New
ASN
218
Advisory Services Network
Georgia
$56.4K -$12K -2,143 -18%
PA
219
Profund Advisors
Maryland
$56.4K +$56.2K +10,063 New
BAS
220
Breakthru Advisory Services
Wisconsin
$56.2K +$56K +10,043 New
WA
221
WealthTrust Axiom
Pennsylvania
$56K
GI
222
GAMMA Investing
California
$49.2K -$100 -18 -0.2%
SAM
223
Smartleaf Asset Management
Massachusetts
$45.3K +$36K +6,457 +361%
PH
224
Pinnacle Holdings
Oklahoma
$42.8K -$642 -115 -1%
QCG
225
Quadrant Capital Group
Ohio
$40.3K -$218 -39 -0.5%

BDN Hedge Fund Activity: Q4 2024 in Review

265 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q4 2024, worth a combined $865M — up 9% from $794M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BDN and 27 opened new positions — a net loss of 16 holders — while 85 trimmed existing stakes and 95 added.

The largest buyer was Yeomans Consulting Group, opening a new position worth an estimated $16.6M. The largest seller was JP Morgan Chase, cutting an estimated $8.53M.

  • 265 institutional investors held Brandywine Realty Trust (BDN) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $865M of Brandywine Realty Trust stock for Q4 2024, up 9% quarter-over-quarter.
  • 27 funds opened new Brandywine Realty Trust positions in Q4 2024 and 43 closed out, a net change of -16 holders.
  • The largest Brandywine Realty Trust buyer in Q4 2024 was Yeomans Consulting Group, an estimated $16.6M added.
  • The largest Brandywine Realty Trust seller in Q4 2024 was JP Morgan Chase, an estimated $8.53M sold.

Based on aggregated 13F filings for Q4 2024.