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PDM

Piedmont Realty Trust

255 hedge funds and large institutions have $997M invested in Piedmont Realty Trust in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

10% more call options, than puts

Call options by funds: $98K | Put options by funds: $89K

5% more funds holding

Funds holding: 244255 (+11)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

0.55% more ownership

Funds ownership: 87.3%87.85% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $1.09B → $997M (-$95.9M)

Holders
255
Holders Change
+11
Holders Change %
+4.51%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
85
Reduced
82
Closed
22
Calls
$98K
Puts
$89K
Net Calls
+$9K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Aster Capital Management
United Arab Emirates
$9.08K -$11.9K -1,225 -55%
CT
227
Caldwell Trust
Florida
$9.04K +$9.6K +988 New
KFI
228
Key Financial Inc
Pennsylvania
$8.89K
PD
229
Point72 (DIFC)
United Arab Emirates
$8K +$8.49K +874 New
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$7.14K
CFFP
231
Center for Financial Planning
Michigan
$6.92K
MSWA
232
Marshall & Sterling Wealth Advisors
New York
$6.51K +$6.92K +712 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$5.95K
CIA
234
Cape Investment Advisory
Georgia
$5.13K
AAP
235
Arax Advisory Partners
Colorado
$4.29K
RIL
236
Rothschild Investment LLC
Illinois
$3.75K +$2.28K +235 +134%
CPG
237
Cornerstone Planning Group
New Jersey
$3.74K
PWMG
238
Private Wealth Management Group
New Jersey
$3.42K
FIA
239
FNY Investment Advisers
New York
$3K +$3.89K +400 New
CA
240
CoreCap Advisors
Michigan
$2.55K
NA
241
NewEdge Advisors
Louisiana
$2.46K
BIG
242
Brooklyn Investment Group
New York
$2.21K +$2.35K +242 New
VCM
243
Versant Capital Management
Arizona
$1.78K
MCM
244
MAI Capital Management
Ohio
$1.74K +$1.85K +190 New
AssetMark Inc
245
AssetMark Inc
California
$1.62K +$641 +66 +59%
GIA
246
GHP Investment Advisors
Colorado
$1.43K
MSG
247
Main Street Group
Virginia
$1.42K -$162K -16,698 -99%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$1.28K +$165 +17 +14%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$1.15K -$845 -87 -41%
PMAM
250
Picton Mahoney Asset Management
Ontario, Canada
$1K