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BDN

Brandywine Realty Trust

229 hedge funds and large institutions have $1.84B invested in Brandywine Realty Trust in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 76 increasing their positions, 95 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

37,333% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $9K

3.27% less ownership

Funds ownership: 108.21%104.95% (-3.3%)

5% less funds holding

Funds holding: 241229 (-12)

8% less capital invested

Capital invested by funds: $2B → $1.84B (-$155M)

20% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 95

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
229
Holders Change
-12
Holders Change %
-4.98%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
76
Reduced
95
Closed
38
Calls
$3.37M
Puts
$9K
Net Calls
+$3.36M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$278M -$9.55M -883,636 -3%
BlackRock
2
BlackRock
New York
$255M -$11.4M -1,057,750 -4%
Invesco
3
Invesco
Georgia
$104M +$80.2M +7,422,301 +284%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$104M -$18.1M -1,675,623 -14%
State Street
5
State Street
Massachusetts
$92M -$3.08M -284,635 -3%
Principal Financial Group
6
Principal Financial Group
Iowa
$88M -$20.2M -1,868,494 -18%
Macquarie Group
7
Macquarie Group
Australia
$82.2M -$352K -32,532 -0.4%
JP Morgan Chase
8
JP Morgan Chase
New York
$80.7M +$42M +3,885,873 +98%
LSV Asset Management
9
LSV Asset Management
Illinois
$72.4M -$930K -86,000 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$49.3M -$4.99M -461,202 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$34.6M +$6.56M +606,937 +22%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.6M +$7.9M +730,448 +29%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$33.3M +$500K +46,297 +1%
American Century Companies
14
American Century Companies
Missouri
$33.1M -$153K -14,130 -0.4%
Northern Trust
15
Northern Trust
Illinois
$31.9M -$775K -71,721 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$27.8M +$975K +90,173 +3%
Norges Bank
17
Norges Bank
Norway
$24.8M -$1.86M -172,356 -7%
Goldman Sachs
18
Goldman Sachs
New York
$24.1M -$2.26M -208,840 -8%
N
19
Nuveen
North Carolina
$21.6M -$3.22M -298,010 -12%
Charles Schwab
20
Charles Schwab
California
$20.6M -$275K -25,449 -1%
ICOM
21
Investment Counselors of Maryland
Maryland
$18.7M +$2.46M +227,695 +14%
Legal & General Group
22
Legal & General Group
United Kingdom
$16.3M +$867K +80,212 +5%
M2MC
23
Matthew 25 Management Corp
Pennsylvania
$15.5M -$1.06M -98,500 -6%
SFM
24
Systematic Financial Management
New Jersey
$14.1M -$200K -18,480 -1%
UBS AM
25
UBS AM
Illinois
$12M +$2.23M +206,392 +22%

BDN Hedge Fund Activity: Q3 2020 in Review

229 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q3 2020, worth a combined $1.84B — down 7.8% from $2B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BDN and 28 opened new positions — a net loss of 10 holders — while 95 trimmed existing stakes and 76 added.

The largest buyer was Invesco, adding an estimated $80.2M. The largest seller was Principal Financial Group, cutting an estimated $20.2M.

  • 229 institutional investors held Brandywine Realty Trust (BDN) as of Q3 2020, down from 241 in Q2 2020.
  • Funds reported $1.84B of Brandywine Realty Trust stock for Q3 2020, down 7.8% quarter-over-quarter.
  • 28 funds opened new Brandywine Realty Trust positions in Q3 2020 and 38 closed out, a net change of -10 holders.
  • The largest Brandywine Realty Trust buyer in Q3 2020 was Invesco, an estimated $80.2M added.
  • The largest Brandywine Realty Trust seller in Q3 2020 was Principal Financial Group, an estimated $20.2M sold.

Based on aggregated 13F filings for Q3 2020.