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BDN

Brandywine Realty Trust

265 hedge funds and large institutions have $865M invested in Brandywine Realty Trust in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

12% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $794M → $865M (+$71.6M)

5.01% more ownership

Funds ownership: 84.52%89.53% (+5%)

6% less funds holding

Funds holding: 283265 (-18)

37% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 43

61% less call options, than puts

Call options by funds: $845K | Put options by funds: $2.19M

Holders
265
Holders Change
-18
Holders Change %
-6.36%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
27
Increased
95
Reduced
85
Closed
43
Calls
$845K
Puts
$2.19M
Net Calls
-$1.35M
Net Calls Change
-$681K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M +$560K +100,344 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M +$8.14M +1,459,236 +5%
State Street
3
State Street
Massachusetts
$59.2M +$1.63M +292,891 +3%
Morgan Stanley
4
Morgan Stanley
New York
$24.6M -$739K -132,394 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$24.1M -$451K -80,900 -2%
Charles Schwab
6
Charles Schwab
California
$19.1M -$3.95M -708,641 -17%
YCG
7
Yeomans Consulting Group
Georgia
$16.6M +$16.6M +2,967,332 New
LSV Asset Management
8
LSV Asset Management
Illinois
$16.1M -$2.06M -369,000 -11%
Invesco
9
Invesco
Georgia
$15.7M +$10.4M +1,854,749 +194%
Federated Hermes
10
Federated Hermes
Pennsylvania
$15M -$1.14M -204,376 -7%
Millennium Management
11
Millennium Management
New York
$14.8M +$7.04M +1,261,752 +91%
KCM
12
Kawa Capital Management
Florida
$14.7M +$14.7M +2,627,351 New
Northern Trust
13
Northern Trust
Illinois
$14M +$2.29M +411,003 +20%
Mirae Asset Global ETFs Holdings
14
Mirae Asset Global ETFs Holdings
Hong Kong
$13.7M +$1.23M +221,039 +10%
DWRES
15
Divco West Real Estate Services
California
$13.7M
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$13.7M -$2.41M -432,409 -15%
PCM
17
Penn Capital Management
Pennsylvania
$13.3M +$13.3M +2,374,943 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$13M -$1.37M -245,781 -10%
JP Morgan Chase
19
JP Morgan Chase
New York
$13M -$8.53M -1,528,029 -40%
Ameriprise
20
Ameriprise
Minnesota
$10.5M -$199K -35,739 -2%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$7.16M +$396K +70,985 +6%
LIP
22
Lighthouse Investment Partners
Florida
$6.85M +$6.82M +1,222,868 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.6M -$1.91M -342,556 -23%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$6.48M +$469K +84,116 +8%
UBS AM
25
UBS AM
Illinois
$6.4M -$527K -94,496 -8%

BDN Hedge Fund Activity: Q4 2024 in Review

265 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Brandywine Realty Trust (BDN) for Q4 2024, worth a combined $865M — up 9% from $794M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BDN and 27 opened new positions — a net loss of 16 holders — while 85 trimmed existing stakes and 95 added.

The largest buyer was Yeomans Consulting Group, opening a new position worth an estimated $16.6M. The largest seller was JP Morgan Chase, cutting an estimated $8.53M.

  • 265 institutional investors held Brandywine Realty Trust (BDN) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $865M of Brandywine Realty Trust stock for Q4 2024, up 9% quarter-over-quarter.
  • 27 funds opened new Brandywine Realty Trust positions in Q4 2024 and 43 closed out, a net change of -16 holders.
  • The largest Brandywine Realty Trust buyer in Q4 2024 was Yeomans Consulting Group, an estimated $16.6M added.
  • The largest Brandywine Realty Trust seller in Q4 2024 was JP Morgan Chase, an estimated $8.53M sold.

Based on aggregated 13F filings for Q4 2024.