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PDM

Piedmont Realty Trust

246 hedge funds and large institutions have $1.79B invested in Piedmont Realty Trust in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

14% more call options, than puts

Call options by funds: $361K | Put options by funds: $317K

6% more funds holding

Funds holding: 233246 (+13)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$69.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.99% less ownership

Funds ownership: 84.12%83.13% (-0.99%)

24% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 94

Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
71
Reduced
94
Closed
28
Calls
$361K
Puts
$317K
Net Calls
+$44K
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Sowell Financial Services
Arkansas
$5K +$4.47K +265 New
EVM
227
Eaton Vance Management
Massachusetts
$5K +$5.2K +308 New
CFA
228
Carroll Financial Associates
North Carolina
$4K
Federated Hermes
229
Federated Hermes
Pennsylvania
$3K -$304 -18 -11%
GI
230
Gradient Investments
Minnesota
$2K
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$2K
NSIM
232
North Star Investment Management
Illinois
$2K
WT
233
Whittier Trust
California
$2K
ACM
234
AUA Capital Management
Pennsylvania
$2K +$219 +13 +11%
WCM
235
Wealthcare Capital Management
Virginia
$2K +$1.57K +93 New
SWM
236
Selective Wealth Management
Virginia
$2K +$1.69K +100 New
S
237
SignatureFD
Georgia
$2K +$1.85K +110 New
AIG
238
American International Group
New York
$1.26K -$17.3K -1,023 -1%
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$1.05K -$73.8K -4,375 -7%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$3.49K -207 -73%
IA
241
IFP Advisors
Florida
$1K
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$1K
CFGS
243
Concourse Financial Group Securities
Alabama
$1K +$186 +11 +18%
SWM
244
Sugarloaf Wealth Management
Georgia
$19 -$11.3K -668 -38%
Voloridge Investment Management
245
Voloridge Investment Management
Florida
-$3.54M -218,340 Closed
1832 Asset Management
246
1832 Asset Management
Ontario, Canada
-$2.4M -148,200 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
247
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.2M -135,554 Closed
D.E. Shaw & Co
248
D.E. Shaw & Co
New York
-$2.1M -129,319 Closed
VEA
249
Virtus ETF Advisers
New York
-$1.61M -98,937 Closed
Canada Pension Plan Investment Board
250
Canada Pension Plan Investment Board
Ontario, Canada
-$881K -54,300 Closed

PDM Hedge Fund Activity: Q1 2021 in Review

246 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2021, worth a combined $1.79B — up 4% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PDM positions and 28 closed out — a net gain of 15 holders — while 71 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $8.4M. The largest seller was Fidelity Investments, cutting an estimated $19.4M.

  • 246 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2021, up from 233 in Q4 2020.
  • Funds reported $1.79B of Piedmont Realty Trust stock for Q1 2021, up 4% quarter-over-quarter.
  • 43 funds opened new Piedmont Realty Trust positions in Q1 2021 and 28 closed out, a net change of +15 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2021 was Prudential Financial, an estimated $8.4M added.
  • The largest Piedmont Realty Trust seller in Q1 2021 was Fidelity Investments, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2021.