Brandywine Realty Trust
BDN
263 hedge funds and large institutions have $2.77B invested in Brandywine Realty Trust in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 35 closing their positions.
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
25% more capital invested
Capital invested by funds: $2.22B → $2.77B (+$552M)
15% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 86
6.09% more ownership
Funds ownership: 93.39% → 99.48% (+6.1%)
3% more funds holding
Funds holding: 256 → 263 (+7)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$77.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$60.7M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$53.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$18.7M |
| 5 |
Goldman Sachs
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$79.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$34.8M |
| 3 |
BlackRock
New York
|
-$33M |
| 4 |
Morgan Stanley
New York
|
-$26.9M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$26.3M |
BDN Hedge Fund Activity: Q1 2019 in Review
263 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q1 2019, worth a combined $2.77B — up 25% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new BDN positions and 35 closed out — a net gain of 9 holders — while 99 added to existing stakes and 86 trimmed.
The largest buyer was PGGM Investments, adding an estimated $77.6M. The largest seller was Resolution Capital, exiting entirely with an estimated $79.5M sold.
- 263 institutional investors held Brandywine Realty Trust (BDN) as of Q1 2019, up from 256 in Q4 2018.
- Funds reported $2.77B of Brandywine Realty Trust stock for Q1 2019, up 25% quarter-over-quarter.
- 44 funds opened new Brandywine Realty Trust positions in Q1 2019 and 35 closed out, a net change of +9 holders.
- The largest Brandywine Realty Trust buyer in Q1 2019 was PGGM Investments, an estimated $77.6M added.
- The largest Brandywine Realty Trust seller in Q1 2019 was Resolution Capital, an estimated $79.5M sold.
Based on aggregated 13F filings for Q1 2019.