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BDN

Brandywine Realty Trust

261 hedge funds and large institutions have $833M invested in Brandywine Realty Trust in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $724M → $833M (+$109M)

7% more funds holding

Funds holding: 245261 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 94

3.12% less ownership

Funds ownership: 92.95%89.82% (-3.1%)

10% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $1.51M

Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
86
Reduced
94
Closed
25
Calls
$1.35M
Puts
$1.51M
Net Calls
-$158K
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M +$2.88M +656,490 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$149M -$495K -112,837 -0.4%
State Street
3
State Street
Massachusetts
$61.1M +$536K +122,211 +1%
Morgan Stanley
4
Morgan Stanley
New York
$45.8M +$14.7M +3,348,520 +65%
Charles Schwab
5
Charles Schwab
California
$28.2M +$2.37M +540,658 +12%
JP Morgan Chase
6
JP Morgan Chase
New York
$26M -$34.1M -7,769,102 -62%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$22.1M +$637K +145,153 +4%
LSV Asset Management
8
LSV Asset Management
Illinois
$19.4M -$440K -100,300 -3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$16.3M +$215K +48,959 +2%
Ameriprise
10
Ameriprise
Minnesota
$14M -$372K -84,824 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$13.4M -$222K -50,492 -2%
DWRES
12
Divco West Real Estate Services
California
$13.2M
Citadel Advisors
13
Citadel Advisors
Florida
$12.1M -$3.46M -788,308 -26%
Northern Trust
14
Northern Trust
Illinois
$11.7M -$873K -198,863 -8%
UBS AM
15
UBS AM
Illinois
$10.2M +$3.4M +774,415 +69%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10M +$148K +33,803 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$8.08M +$288K +65,703 +5%
Goldman Sachs
18
Goldman Sachs
New York
$7.46M -$3.28M -746,388 -35%
Norges Bank
19
Norges Bank
Norway
$6.61M
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$6.57M -$1.18M -268,127 -18%
Invesco
21
Invesco
Georgia
$6.55M -$12.5M -2,848,728 -70%
ECM
22
ExodusPoint Capital Management
New York
$6.17M +$3.42M +778,717 +214%
AQR Capital Management
23
AQR Capital Management
Connecticut
$5.12M -$541K -123,308 -12%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.84M -$138K -31,559 -3%
AG
25
Algert Global
California
$4.63M -$281K -64,117 -7%

BDN Hedge Fund Activity: Q4 2023 in Review

261 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q4 2023, worth a combined $833M — up 15% from $724M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BDN positions and 25 closed out — a net gain of 19 holders — while 86 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was JP Morgan Chase, cutting an estimated $34.1M.

  • 261 institutional investors held Brandywine Realty Trust (BDN) as of Q4 2023, up from 245 in Q3 2023.
  • Funds reported $833M of Brandywine Realty Trust stock for Q4 2023, up 15% quarter-over-quarter.
  • 44 funds opened new Brandywine Realty Trust positions in Q4 2023 and 25 closed out, a net change of +19 holders.
  • The largest Brandywine Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest Brandywine Realty Trust seller in Q4 2023 was JP Morgan Chase, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2023.