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PDM

Piedmont Realty Trust

255 hedge funds and large institutions have $776M invested in Piedmont Realty Trust in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 86

1.45% more ownership

Funds ownership: 82.96%84.41% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 260255 (-5)

16% less capital invested

Capital invested by funds: $924M → $776M (-$149M)

72% less call options, than puts

Call options by funds: $202K | Put options by funds: $724K

Holders
255
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
97
Reduced
86
Closed
38
Calls
$202K
Puts
$724K
Net Calls
-$522K
Net Calls Change
-$503K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tradition Wealth Management
Minnesota
$9K
SWM
227
Sugarloaf Wealth Management
Georgia
$8.97K +$532 +58 +5%
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.8K
PTC
229
Private Trust Company
Ohio
$7.78K -$2.48K -270 -20%
CWM
230
CarsonAllaria Wealth Management
Illinois
$7.59K +$431 +47 +5%
KFI
231
Key Financial Inc
Pennsylvania
$7.1K
HCM
232
Highlander Capital Management
New Jersey
$7K
NSIM
233
North Star Investment Management
Illinois
$6.13K +$3.49K +380 +83%
HBW
234
Hazlett, Burt & Watson
West Virginia
$6K +$358 +39 +5%
SPIA
235
Steward Partners Investment Advisory
New York
$5.82K +$7.32K +797 New
CFFP
236
Center for Financial Planning
Michigan
$5.52K
TFGT
237
TS Financial Group (TSFG)
Illinois
$5K
AF
238
Advisornet Financial
Minnesota
$4.76K
CAL
239
Capital Analysts LLC
Pennsylvania
$4K
CIA
240
Cape Investment Advisory
Georgia
$3.97K +$4.99K +544 New
PFBT
241
Parkside Financial Bank & Trust
Missouri
$3.51K
MCM
242
Manchester Capital Management
Vermont
$3.45K +$1.96K +214 +83%
NA
243
NewEdge Advisors
Louisiana
$3.15K -$21.5K -2,346 -84%
C
244
Covestor
United Kingdom
$2K +$1.02K +111 +50%
UB
245
UMB Bank
Missouri
$1.8K +$2.27K +247 New
DA
246
Denali Advisors
California
$1.61K -$368K -40,100 -99%
CAL
247
Capital Advisors Ltd
Ohio
$1K +$1.07K +117 New
FCA
248
FinTrust Capital Advisors
South Carolina
$936
BAAM
249
Baker Avenue Asset Management
California
$861 +$92 +10 +9%
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$764 -$35.4K -3,858 -4%

PDM Hedge Fund Activity: Q1 2023 in Review

255 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2023, worth a combined $776M — down 16% from $924M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PDM and 35 opened new positions — a net loss of 3 holders — while 86 trimmed existing stakes and 97 added.

The largest buyer was BlackRock, adding an estimated $18.5M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $22.1M.

  • 255 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2023, down from 260 in Q4 2022.
  • Funds reported $776M of Piedmont Realty Trust stock for Q1 2023, down 16% quarter-over-quarter.
  • 35 funds opened new Piedmont Realty Trust positions in Q1 2023 and 38 closed out, a net change of -3 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2023 was BlackRock, an estimated $18.5M added.
  • The largest Piedmont Realty Trust seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.