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BDN

Brandywine Realty Trust

223 hedge funds and large institutions have $2.23B invested in Brandywine Realty Trust in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $2.1B → $2.23B (+$134M)

0.53% more ownership

Funds ownership: 101.52%102.05% (+0.53%)

1% less funds holding

Funds holding: 225223 (-2)

9% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 86

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

95% less call options, than puts

Call options by funds: $1K | Put options by funds: $21K

Holders
223
Holders Change
-2
Holders Change %
-0.89%
% of All Funds
6.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
18
Increased
78
Reduced
86
Closed
20
Calls
$1K
Puts
$21K
Net Calls
-$20K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$289M +$6.01M +443,223 +2%
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$197M +$14.8M +1,088,503 +8%
SFM
3
Systematic Financial Management
New Jersey
$138M -$45.6M -3,367,136 -26%
JP Morgan Chase
4
JP Morgan Chase
New York
$125M -$15.7M -1,158,209 -12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$114M -$434K -32,000 -0.4%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$88.5M -$5.37M -396,152 -6%
BIT
7
BlackRock Institutional Trust
California
$81.3M +$5.67M +418,420 +8%
ACI
8
AMP Capital Investors
Australia
$79.2M -$3.36M -248,100 -4%
PI
9
PGGM Investments
Netherlands
$72.3M +$14.9M +1,097,655 +27%
Goldman Sachs
10
Goldman Sachs
New York
$68.1M +$1.51M +111,784 +2%
Macquarie Group
11
Macquarie Group
Australia
$54.8M +$4.35M +320,712 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.4M +$25.8M +1,902,224 +97%
LSV Asset Management
13
LSV Asset Management
Illinois
$44.4M +$1.26M +93,000 +3%
M2MC
14
Matthew 25 Management Corp
Pennsylvania
$43.3M +$2.17M +160,000 +5%
State Street
15
State Street
Massachusetts
$36.9M -$279K -20,571 -0.8%
Ameriprise
16
Ameriprise
Minnesota
$35.2M +$7.84M +578,311 +30%
WMSA
17
Weiss Multi-Strategy Advisers
New York
$32.7M +$26.2M +1,932,029 +496%
BNP Paribas Asset Management
18
BNP Paribas Asset Management
France
$32.1M -$2.02M -149,190 -6%
BFA
19
BlackRock Fund Advisors
California
$30.8M -$3.01M -222,224 -9%
ACA
20
Anchor Capital Advisors
Massachusetts
$26.8M -$599K -44,211 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$25.8M +$734K +54,192 +3%
SMDAM
22
Sumitomo Mitsui DS Asset Management
Japan
$25M -$238K -17,586 -1%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$22.2M +$2.71M +200,300 +15%
FMA
24
Fiduciary Management Associates
Illinois
$21.2M -$1.8M -132,950 -8%
REMS
25
Real Estate Management Services
$19.6M -$163K -12,000 -0.9%

BDN Hedge Fund Activity: Q4 2013 in Review

223 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q4 2013, worth a combined $2.23B — up 6.4% from $2.1B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BDN and 18 opened new positions — a net loss of 2 holders — while 86 trimmed existing stakes and 78 added.

The largest buyer was Weiss Multi-Strategy Advisers, adding an estimated $26.2M. The largest seller was Systematic Financial Management, cutting an estimated $45.6M.

  • 223 institutional investors held Brandywine Realty Trust (BDN) as of Q4 2013, down from 225 in Q3 2013.
  • Funds reported $2.23B of Brandywine Realty Trust stock for Q4 2013, up 6.4% quarter-over-quarter.
  • 18 funds opened new Brandywine Realty Trust positions in Q4 2013 and 20 closed out, a net change of -2 holders.
  • The largest Brandywine Realty Trust buyer in Q4 2013 was Weiss Multi-Strategy Advisers, an estimated $26.2M added.
  • The largest Brandywine Realty Trust seller in Q4 2013 was Systematic Financial Management, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2013.