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PDM

Piedmont Realty Trust
PDM

241 hedge funds and large institutions have $2.25B invested in Piedmont Realty Trust in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.7M)

0% more funds holding

Funds holding: 241 → 241 (0)

1.81% less ownership

Funds ownership: 87.44% → 85.63% (-1.8%)

17% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 88

Holders
241
Holders Change
–
Holders Change %
0%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
73
Reduced
88
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.37M
2
BlackRock
BlackRock
New York
+$6.94M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.02M
4
Bessemer Group
Bessemer Group
New Jersey
+$5.86M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$10.6M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$7.87M
3
Boston Partners
Boston Partners
Massachusetts
-$7.32M
4
Millennium Management
Millennium Management
New York
-$7.25M
5
Deutsche Bank
Deutsche Bank
Germany
-$7.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
226
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
HWM
227
Holloway Wealth Management
Florida
$4K – – –
TCOV
228
Trust Company of Vermont
Vermont
$4K – – –
GI
229
Gradient Investments
Minnesota
$3K – – –
NSIM
230
North Star Investment Management
Illinois
$3K +$3.03K +150 New
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$2K -$1.57K -78 -44%
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
LWA
233
Lenox Wealth Advisors
New York
$2K +$1.57K +78 New
WT
234
Whittier Trust
California
$2K +$1.9K +94 New
CFGS
235
Concourse Financial Group Securities
Alabama
$1K – – –
JCM
236
Julex Capital Management
Massachusetts
$1K – – –
TWA
237
TCI Wealth Advisors
Arizona
$1K – – –
ECM
238
EII Capital Management
New York
$467 – – –
GT
239
Glenmede Trust
Pennsylvania
$6 -$1.35K -67 -17%
Millennium Management
240
Millennium Management
New York
– -$7.25M -363,595 Closed
Citadel Advisors
241
Citadel Advisors
Florida
– -$2.93M -147,036 Closed
Public Sector Pension Investment Board (PSP Investments)
242
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2.55M -128,003 Closed
Canada Life
243
Canada Life
Manitoba, Canada
– -$1.97M -99,218 Closed
SCM
244
Sterling Capital Management
North Carolina
– -$1.09M -54,605 Closed
Mariner
245
Mariner
Kansas
– -$799K -40,086 Closed
Axa
246
Axa
France
– -$752K -37,759 Closed
BAM
247
Blueshift Asset Management
New Jersey
– -$616K -30,895 Closed
CBOA
248
Commonwealth Bank of Australia
Australia
– -$540K -27,100 Closed
WAM
249
Wakefield Asset Management
Colorado
– -$506K -25,373 Closed
ECM
250
ExodusPoint Capital Management
New York
– -$409K -20,498 Closed
7 8 9
10
11

PDM Hedge Fund Activity: Q3 2019 in Review

241 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2019, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PDM positions and 31 closed out — a net gain of 1 holder — while 73 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $8.37M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $10.6M.

  • 241 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.25B of Piedmont Realty Trust stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 32 funds opened new Piedmont Realty Trust positions in Q3 2019 and 31 closed out, a net change of +1 holder.
  • The largest Piedmont Realty Trust buyer in Q3 2019 was Fidelity Investments, an estimated $8.37M added.
  • The largest Piedmont Realty Trust seller in Q3 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2019.