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PDM

Piedmont Realty Trust
PDM

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: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 260 → 255 (-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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$18.5M
2
Morgan Stanley
Morgan Stanley
New York
+$14.9M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$10.6M
4
MIIM
Mesirow Institutional Investment Management
Illinois
+$10.5M
5
PMG
Private Management Group
California
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$22.1M
2
Man Group
Man Group
United Kingdom
-$18.2M
3
Millennium Management
Millennium Management
New York
-$16.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.85M
5
CIP
Chartwell Investment Partners
Pennsylvania
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$730 – – –
WT
252
Whittier Trust
California
$686 – – –
BIA
253
Bell Investment Advisors
California
$475 +$597 +65 New
VCM
254
Versant Capital Management
Arizona
$199 -$523 -57 -67%
HNB
255
Huntington National Bank
Ohio
$7 – – –
Point72 Asset Management
256
Point72 Asset Management
Connecticut
$7 +$9 +1 New
CIP
257
Chartwell Investment Partners
Pennsylvania
– -$3.72M -406,086 Closed
Cohen & Steers
258
Cohen & Steers
New York
– -$1.91M -207,934 Closed
Axa
259
Axa
France
– -$1.81M -197,825 Closed
LCM
260
LDR Capital Management
New York
– -$1.74M -189,840 Closed
Allianz Asset Management
261
Allianz Asset Management
Germany
– -$1.09M -118,502 Closed
SSA
262
Schonfeld Strategic Advisors
New York
– -$613K -66,900 Closed
MAM
263
Martingale Asset Management
Massachusetts
– -$486K -52,957 Closed
AI
264
AXS Investments
New York
– -$460K -50,112 Closed
Jane Street
265
Jane Street
New York
– -$425K -46,329 Closed
CC
266
Cipher Capital
New York
– -$392K -42,772 Closed
VEA
267
Virtus ETF Advisers
New York
– -$342K -37,256 Closed
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
– -$307K -33,495 Closed
Holocene Advisors
269
Holocene Advisors
New York
– -$257K -27,984 Closed
QT
270
Quantbot Technologies
New York
– -$219K -23,898 Closed
BC
271
Bridgefront Capital
Texas
– -$164K -17,868 Closed
TLP
272
Tri Locum Partners
New York
– -$148K -16,088 Closed
HF
273
HRT Financial
New York
– -$129K -14,117 Closed
Verition Fund Management
274
Verition Fund Management
Connecticut
– -$118K -12,910 Closed
RPCONE
275
Retirement Planning Company of New England
Rhode Island
– -$109K -11,866 Closed
8 9 10
11
12

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.