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PDM

Piedmont Realty Trust
PDM

211 hedge funds and large institutions have $2.65B invested in Piedmont Realty Trust in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.51B → $2.65B (+$134M)

2.72% more ownership

Funds ownership: 82.62% → 85.35% (+2.7%)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

7% less funds holding

Funds holding: 228 → 211 (-17)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
211
Holders Change
-17
Holders Change %
-7.46%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
70
Reduced
76
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$203M
2
SFM
Systematic Financial Management
New Jersey
+$25.5M
3
AL
AJO LP
Pennsylvania
+$24.2M
4
Invesco
Invesco
Georgia
+$22.6M
5
Deutsche Bank
Deutsche Bank
Germany
+$16.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.7M
2
PMG
Private Management Group
California
-$9.61M
3
Citigroup
Citigroup
New York
-$4.15M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.41M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
226
Eaton Vance Management
Massachusetts
– -$321K -15,345 Closed
IRF
227
IBM Retirement Fund
New York
– -$250K -11,973 Closed
CG
228
Clinton Group
New York
– -$235K -11,229 Closed
Two Sigma Advisers
229
Two Sigma Advisers
New York
– -$233K -11,148 Closed
BCM
230
BlueCrest Capital Management
Jersey
– -$215K -10,276 Closed
CSS
231
Cubist Systematic Strategies
Connecticut
– -$212K -10,147 Closed
KA
232
Kovack Advisors
Florida
– -$207K -9,900 Closed
CA
233
Cetera Advisors
Colorado
– -$203K -9,695 Closed
BL
234
Balentine LLC
Georgia
– -$89K -4,276 Closed
TRCT
235
Tower Research Capital (TRC)
New York
– -$73K -3,506 Closed
NFG
236
Next Financial Group
Texas
– -$52K -2,500 Closed
EWM
237
Evercore Wealth Management
New York
– -$43K -2,075 Closed
BIG
238
Bellwether Investment Group
Tennessee
– -$43K -2,072 Closed
PHK
239
Point72 Hong Kong
Hong Kong
– -$36K -1,737 Closed
Acadian Asset Management
240
Acadian Asset Management
Massachusetts
– -$12K -563 Closed
SFS
241
Sowell Financial Services
Arkansas
– -$9K -411 Closed
NSIM
242
North Star Investment Management
Illinois
– -$6K -275 Closed
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -90 Closed
AWM
244
Avior Wealth Management
Nebraska
– -$2K -81 Closed
EARNEST Partners
245
EARNEST Partners
Georgia
– -$1K -25 Closed
ED
246
Exane Derivatives
France
– -$502 -24 Closed
6 7 8 9
10

PDM Hedge Fund Activity: Q1 2017 in Review

211 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2017, worth a combined $2.65B — up 5.4% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PDM and 24 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $203M. The largest seller was Fidelity Investments, cutting an estimated $14.7M.

  • 211 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2017, down from 228 in Q4 2016.
  • Funds reported $2.65B of Piedmont Realty Trust stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 24 funds opened new Piedmont Realty Trust positions in Q1 2017 and 33 closed out, a net change of -9 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2017 was BlackRock, an estimated $203M added.
  • The largest Piedmont Realty Trust seller in Q1 2017 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2017.