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BDN

Brandywine Realty Trust

262 hedge funds and large institutions have $3.33B invested in Brandywine Realty Trust in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

44% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 71

35% more call options, than puts

Call options by funds: $248K | Put options by funds: $184K

8% more capital invested

Capital invested by funds: $3.07B → $3.33B (+$257M)

4% more funds holding

Funds holding: 251262 (+11)

4.18% more ownership

Funds ownership: 99.77%103.94% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
262
Holders Change
+11
Holders Change %
+4.38%
% of All Funds
5.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
38
Increased
102
Reduced
71
Closed
26
Calls
$248K
Puts
$184K
Net Calls
+$64K
Net Calls Change
-$681K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$504M -$8.24M -465,166 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$333M -$31.8M -1,795,395 -9%
BlackRock
3
BlackRock
New York
$241M +$17.5M +987,496 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$190M +$34.4M +1,943,653 +23%
Invesco
5
Invesco
Georgia
$110M -$58.8M -3,317,525 -35%
Macquarie Group
6
Macquarie Group
Australia
$109M +$526K +29,694 +0.5%
Franklin Resources
7
Franklin Resources
California
$92M -$548K -30,940 -0.6%
State Street
8
State Street
Massachusetts
$88.6M +$2.66M +150,409 +3%
VNIM
9
Vaughan Nelson Investment Management
Texas
$68.8M -$1.82M -102,750 -3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$59.7M +$55.1M +3,109,482 +1,826%
PI
11
PGGM Investments
Netherlands
$59.1M
Renaissance Technologies
12
Renaissance Technologies
New York
$53.2M +$13.3M +749,500 +34%
RC
13
Resolution Capital
Australia
$53M +$13.9M +786,207 +37%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$52.7M -$11.2M -634,276 -18%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$51.2M +$978K +55,204 +2%
O
16
OppenheimerFunds
New York
$44.1M -$2.19M -123,582 -5%
WHG
17
Westwood Holdings Group
Texas
$44.1M +$992K +56,015 +2%
NIMC
18
NWQ Investment Management Company
California
$41.2M -$2.09M -118,072 -5%
Charles Schwab
19
Charles Schwab
California
$37.8M +$1.3M +73,443 +4%
Norges Bank
20
Norges Bank
Norway
$37.6M
Northern Trust
21
Northern Trust
Illinois
$35.2M +$2.35M +132,414 +7%
N
22
Nuveen
North Carolina
$32M -$16M -904,712 -34%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$31.9M +$1.28M +72,017 +4%
DGHMC
24
Dalton, Greiner, Hartman, Maher & Co
New York
$31M +$999K +56,430 +3%
HRES
25
Heitman Real Estate Securities
Illinois
$30.4M +$8.79M +496,435 +42%

BDN Hedge Fund Activity: Q4 2017 in Review

262 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q4 2017, worth a combined $3.33B — up 8.4% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BDN positions and 26 closed out — a net gain of 12 holders — while 102 added to existing stakes and 71 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $55.1M. The largest seller was Invesco, cutting an estimated $58.8M.

  • 262 institutional investors held Brandywine Realty Trust (BDN) as of Q4 2017, up from 251 in Q3 2017.
  • Funds reported $3.33B of Brandywine Realty Trust stock for Q4 2017, up 8.4% quarter-over-quarter.
  • 38 funds opened new Brandywine Realty Trust positions in Q4 2017 and 26 closed out, a net change of +12 holders.
  • The largest Brandywine Realty Trust buyer in Q4 2017 was Wellington Management Group, an estimated $55.1M added.
  • The largest Brandywine Realty Trust seller in Q4 2017 was Invesco, an estimated $58.8M sold.

Based on aggregated 13F filings for Q4 2017.