We are live on ! Find out more
PDM

Piedmont Realty Trust

248 hedge funds and large institutions have $1.42B invested in Piedmont Realty Trust in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

6% more funds holding

Funds holding: 235248 (+13)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.56% less ownership

Funds ownership: 84.09%83.53% (-0.56%)

19% less capital invested

Capital invested by funds: $1.76B → $1.42B (-$338M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $13K

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
86
Reduced
84
Closed
17
Calls
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$4K
Loomis, Sayles & Company
227
Loomis, Sayles & Company
Massachusetts
$4K
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$4K
PCG
229
Private Capital Group
Connecticut
$3K -$15.4K -993 -80%
EI
230
Ellevest Inc
New York
$3K -$10.5K -680 -78%
CFA
231
Carroll Financial Associates
North Carolina
$3K
HWM
232
Holloway Wealth Management
Florida
$3K
AII
233
AGF Investments Inc
Ontario, Canada
$2K
GI
234
Gradient Investments
Minnesota
$2K
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$1K -$3.3K -213 -68%
IA
236
IFP Advisors
Florida
$1K
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$1K
NSIM
238
North Star Investment Management
Illinois
$1K
WT
239
Whittier Trust
California
$1K
CAW
240
Cornerstone Advisors (Washington)
Washington
$1K +$1.02K +66 New
FFA
241
Founders Financial Alliance
North Carolina
$1K +$1.18K +76 New
NNP
242
Nachman Norwood & Parrott
South Carolina
$1K +$1.24K +80 New
TWA
243
TCI Wealth Advisors
Arizona
$1K +$1.59K +103 New
ACM
244
AUA Capital Management
Pennsylvania
$1K +$1.64K +106 New
F
245
F3Logic
Minnesota
$651 +$743 +48 New
FCA
246
FinTrust Capital Advisors
South Carolina
$46 +$8.43K +544 +19%
Boston Partners
247
Boston Partners
Massachusetts
-$2.67M -160,440 Closed
BPM
248
Bowling Portfolio Management
Ohio
-$657K -39,533 Closed
Stifel Financial
249
Stifel Financial
Missouri
-$580K -34,870 Closed
Toronto Dominion Bank
250
Toronto Dominion Bank
Ontario, Canada
-$488K -29,372 Closed