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BDN

Brandywine Realty Trust

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.

New
Increased
Maintained
Reduced
Closed

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 (+$553M)

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: 256263 (+7)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
263
Holders Change
+7
Holders Change %
+2.73%
% of All Funds
5.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
44
Increased
99
Reduced
86
Closed
35
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
-$247K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$412M +$7.33M +485,479 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$230M -$3.46M -228,842 -2%
BlackRock
3
BlackRock
New York
$221M -$33M -2,183,431 -14%
PI
4
PGGM Investments
Netherlands
$134M +$77.6M +5,139,484 +154%
JP Morgan Chase
5
JP Morgan Chase
New York
$131M -$7.21M -477,311 -5%
State Street
6
State Street
Massachusetts
$103M +$18.7M +1,236,829 +24%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$95.6M +$60.7M +4,019,972 +200%
Macquarie Group
8
Macquarie Group
Australia
$84.9M +$649K +42,992 +0.8%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.9M +$53.2M +3,522,513 New
Franklin Resources
10
Franklin Resources
California
$49.4M -$4.3M -284,895 -8%
N
11
Nuveen
North Carolina
$46.8M -$248K -16,409 -0.6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$45.8M +$452K +29,923 +1%
Goldman Sachs
13
Goldman Sachs
New York
$45.5M +$16.8M +1,114,141 +63%
CIM
14
Centersquare Investment Management
Pennsylvania
$45.3M +$3.32M +219,928 +8%
NIMC
15
NWQ Investment Management Company
California
$45M +$12.9M +856,551 +43%
Charles Schwab
16
Charles Schwab
California
$41.6M +$2.13M +141,177 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$38.1M +$1.88M +124,713 +5%
Northern Trust
18
Northern Trust
Illinois
$34.4M +$59.5K +3,938 +0.2%
Norges Bank
19
Norges Bank
Norway
$34.1M +$1.17M +77,700 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$31M +$1.17M +77,151 +4%
Millennium Management
21
Millennium Management
New York
$30.2M +$2.31M +152,799 +9%
O
22
OppenheimerFunds
New York
$27.6M -$1.08M -71,299 -4%
Two Sigma Investments
23
Two Sigma Investments
New York
$25M +$8.5M +562,931 +56%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$23.9M +$2.63M +174,155 +13%
ICOM
25
Investment Counselors of Maryland
Maryland
$22.7M +$850K +56,279 +4%

BDN Hedge Fund Activity: Q1 2019 in Review

263 of the 4,621 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.