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PDM

Piedmont Realty Trust

244 hedge funds and large institutions have $1.1B invested in Piedmont Realty Trust in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

2.02% more ownership

Funds ownership: 82.6%84.62% (+2%)

2% less funds holding

Funds holding: 250244 (-6)

18% less capital invested

Capital invested by funds: $1.35B → $1.1B (-$249M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $137K

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
96
Reduced
84
Closed
25
Calls
Puts
$137K
Net Calls
-$137K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$5K
NSIM
227
North Star Investment Management
Illinois
$4K +$1.76K +140 +64%
BIA
228
Bell Investment Advisors
California
$3K +$1.82K +145 +149%
CPFP
229
Clear Perspectives Financial Planning
Ohio
$2K
ACM
230
AUA Capital Management
Pennsylvania
$2K +$778 +62 +65%
FCA
231
FinTrust Capital Advisors
South Carolina
$1K -$6.83K -544 -84%
MCM
232
Manchester Capital Management
Vermont
$1K -$1.57K -125 -60%
CFGS
233
Concourse Financial Group Securities
Alabama
$1K -$100 -8 -13%
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$1K
WT
235
Whittier Trust
California
$1K
C
236
Covestor
United Kingdom
$1K +$1.41K +112 +659%
EI
237
Ellevest Inc
New York
$1K +$1.71K +136 New
LFA
238
Legend Financial Advisors
Pennsylvania
$803 +$954 +76 New
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$300 +$308K +24,557 New
JMF
240
Johnson Midwest Financial
Iowa
$13 +$163 +13 +1%
GCA
241
GSI Capital Advisors
California
-$2.7M -205,688 Closed
DIA
242
Dean Investment Associates
Ohio
-$1.45M -110,736 Closed
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
-$1.15M -87,847 Closed
DCM
244
Dean Capital Management
Kansas
-$1M -76,545 Closed
VI
245
Vestcor Inc
New Brunswick, Canada
-$635K -48,411 Closed
Los Angeles Capital Management
246
Los Angeles Capital Management
California
-$340K -25,935 Closed
Natixis Advisors
247
Natixis Advisors
Massachusetts
-$276K -20,998 Closed
Jane Street
248
Jane Street
New York
-$263K -20,018 Closed
Marshall Wace
249
Marshall Wace
United Kingdom
-$252K -19,166 Closed
IFWM
250
Institute for Wealth Management
Colorado
-$223K -17,019 Closed

PDM Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2022, worth a combined $1.1B — down 18% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PDM and 20 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 96 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $18.7M. The largest seller was Fidelity Investments, cutting an estimated $10.4M.

  • 244 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2022, down from 250 in Q2 2022.
  • Funds reported $1.1B of Piedmont Realty Trust stock for Q3 2022, down 18% quarter-over-quarter.
  • 20 funds opened new Piedmont Realty Trust positions in Q3 2022 and 25 closed out, a net change of -5 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2022 was Fuller & Thaler Asset Management, an estimated $18.7M added.
  • The largest Piedmont Realty Trust seller in Q3 2022 was Fidelity Investments, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2022.