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BDN

Brandywine Realty Trust

249 hedge funds and large institutions have $699M invested in Brandywine Realty Trust in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 92 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 92

5% less funds holding

Funds holding: 262249 (-13)

5.2% less ownership

Funds ownership: 89.82%84.62% (-5.2%)

16% less capital invested

Capital invested by funds: $833M → $699M (-$134M)

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

32% less call options, than puts

Call options by funds: $872K | Put options by funds: $1.28M

Holders
249
Holders Change
-13
Holders Change %
-4.96%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
87
Reduced
92
Closed
43
Calls
$872K
Puts
$1.28M
Net Calls
-$413K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$163M -$669K -144,350 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$136M +$3.02M +651,299 +2%
State Street
3
State Street
Massachusetts
$49.9M -$4.27M -920,997 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$27.4M +$4.13M +891,780 +19%
Charles Schwab
5
Charles Schwab
California
$26.6M +$1.56M +335,859 +6%
Morgan Stanley
6
Morgan Stanley
New York
$20.9M -$19.1M -4,120,261 -49%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.6M +$939K +202,583 +5%
LSV Asset Management
8
LSV Asset Management
Illinois
$17.1M -$125K -27,000 -0.8%
Federated Hermes
9
Federated Hermes
Pennsylvania
$13.9M -$601K -129,593 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$12.3M +$340K +73,264 +3%
Citadel Advisors
11
Citadel Advisors
Florida
$12.2M +$1.35M +292,012 +13%
DWRES
12
Divco West Real Estate Services
California
$11.7M
Northern Trust
13
Northern Trust
Illinois
$10.2M -$208K -44,965 -2%
Ameriprise
14
Ameriprise
Minnesota
$9.28M -$4.23M -912,072 -32%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.37M -$505K -108,942 -6%
UBS AM
16
UBS AM
Illinois
$7.94M -$1.12M -241,629 -13%
Legal & General Group
17
Legal & General Group
United Kingdom
$6.89M -$285K -61,376 -4%
Invesco
18
Invesco
Georgia
$5.85M +$28.6K +6,162 +0.5%
AQR Capital Management
19
AQR Capital Management
Connecticut
$5.62M +$1.12M +240,941 +25%
Two Sigma Investments
20
Two Sigma Investments
New York
$5.39M +$2.11M +455,050 +68%
Verition Fund Management
21
Verition Fund Management
Connecticut
$5.11M +$2.96M +638,238 +150%
Norges Bank
22
Norges Bank
Norway
$4.88M -$962K -207,527 -17%
Goldman Sachs
23
Goldman Sachs
New York
$4.65M -$1.91M -412,174 -30%
AG
24
Algert Global
California
$4.42M +$296K +63,860 +7%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.29M -$15.7K -3,385 -0.4%

BDN Hedge Fund Activity: Q1 2024 in Review

249 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q1 2024, worth a combined $699M — down 16% from $833M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BDN and 31 opened new positions — a net loss of 12 holders — while 92 trimmed existing stakes and 87 added.

The largest buyer was JP Morgan Chase, adding an estimated $4.13M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 249 institutional investors held Brandywine Realty Trust (BDN) as of Q1 2024, down from 262 in Q4 2023.
  • Funds reported $699M of Brandywine Realty Trust stock for Q1 2024, down 16% quarter-over-quarter.
  • 31 funds opened new Brandywine Realty Trust positions in Q1 2024 and 43 closed out, a net change of -12 holders.
  • The largest Brandywine Realty Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $4.13M added.
  • The largest Brandywine Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2024.