We are live on ! Find out more
PDM

Piedmont Realty Trust

260 hedge funds and large institutions have $924M invested in Piedmont Realty Trust in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

43% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 72

7% more funds holding

Funds holding: 244260 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.67% less ownership

Funds ownership: 84.62%82.96% (-1.7%)

16% less capital invested

Capital invested by funds: $1.1B → $924M (-$178M)

61% less call options, than puts

Call options by funds: $12K | Put options by funds: $31K

Holders
260
Holders Change
+16
Holders Change %
+6.56%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
103
Reduced
72
Closed
23
Calls
$12K
Puts
$31K
Net Calls
-$19K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
226
Key Financial Inc
Pennsylvania
$10.3K
LWANC
227
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.79K
CWM
228
CarsonAllaria Wealth Management
Illinois
$9K
HCM
229
Highlander Capital Management
New Jersey
$9K
HBW
230
Hazlett, Burt & Watson
West Virginia
$7K
TFGT
231
TS Financial Group (TSFG)
Illinois
$7K
CFFP
232
Center for Financial Planning
Michigan
$6.93K
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$6K
Simplex Trading
234
Simplex Trading
Illinois
$6K +$7.39K +748 New
AF
235
Advisornet Financial
Minnesota
$5.98K
CAL
236
Capital Analysts LLC
Pennsylvania
$5K
LC
237
Lindbrook Capital
California
$4.93K +$5.11K +517 +2,462%
MCC
238
Money Concepts Capital
Florida
$4.58K +$4.94K +500 New
PFBT
239
Parkside Financial Bank & Trust
Missouri
$4.41K +$4.75K +481 New
NSIM
240
North Star Investment Management
Illinois
$4.22K +$988 +100 +28%
CA
241
Crewe Advisors
Utah
$4.05K -$2.77K -280 -39%
EI
242
Ellevest Inc
New York
$4K +$2.96K +300 +221%
FIA
243
FNY Investment Advisers
New York
$3K +$3.95K +400 New
CA
244
CoreCap Advisors
Michigan
$2.56K +$2.76K +279 New
MCM
245
Manchester Capital Management
Vermont
$2.37K +$1.71K +173 +204%
C
246
Covestor
United Kingdom
$2K +$909 +92 +71%
LF
247
Lee Financial
Texas
$1.89K +$1.84K +186 +930%
ACM
248
AUA Capital Management
Pennsylvania
$1.7K +$267 +27 +17%
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$1K
BAAM
250
Baker Avenue Asset Management
California
$990 +$1.07K +108 New

PDM Hedge Fund Activity: Q4 2022 in Review

260 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2022, worth a combined $924M — down 16% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PDM positions and 23 closed out — a net gain of 22 holders — while 103 added to existing stakes and 72 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.8M. The largest seller was Wellington Management Group, cutting an estimated $39.5M.

  • 260 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $924M of Piedmont Realty Trust stock for Q4 2022, down 16% quarter-over-quarter.
  • 45 funds opened new Piedmont Realty Trust positions in Q4 2022 and 23 closed out, a net change of +22 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2022 was Millennium Management, an estimated $14.8M added.
  • The largest Piedmont Realty Trust seller in Q4 2022 was Wellington Management Group, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2022.