Piedmont Realty Trust
237 hedge funds and large institutions have $747M invested in Piedmont Realty Trust in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 23 closing their positions.
3,124% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $37K
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
1% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 84
0% more funds holding
Funds holding: 237 → 237 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.9% less ownership
Funds ownership: 86.72% → 85.81% (-0.9%)
2% less capital invested
Capital invested by funds: $764M → $747M (-$16.9M)
Top Buyers
| 1 |
WAM
Wilsey Asset Management
San Diego,
California
|
+$4.46M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.01M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.69M |
| 4 |
SG Americas Securities
New York
|
+$3.46M |
| 5 |
JP Morgan Chase
New York
|
+$3.38M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$14.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$4.62M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$3.61M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$3.2M |
| 5 |
Millennium Management
New York
|
-$3.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Neuberger Berman Group
New York
| – | -$95K | -13,367 | Closed |
|
|
CIA
252
Capital Investment Advisors
Atlanta,
Georgia
| – | -$90.3K | -12,700 | Closed |
|
|
PCI
253
Planning Center Inc
Moline,
Illinois
| – | -$83.2K | -11,698 | Closed |
|
|
PS
254
Planned Solutions
Folsom,
California
| – | -$21.3K | -3,000 | Closed |
|
|
TC
255
Truvestments Capital
Sarasota,
Florida
| – | -$12.5K | -1,764 | Closed |
|
|
DAC
256
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$9K | -1,304 | Closed |
|
|
SS
257
Sunbelt Securities
Houston,
Texas
| – | -$6.22K | -875 | Closed |
|
258
Simplex Trading
Chicago,
Illinois
| – | -$5.59K | -835 | Closed |
|
|
TFGT
259
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$5K | -736 | Closed |
|
|
FIA
260
FNY Investment Advisers
New York
| – | -$2K | -400 | Closed |
|
PDM Hedge Fund Activity: Q1 2024 in Review
237 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2024, worth a combined $747M — down 2.2% from $764M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PDM positions and 23 closed out — a net gain of 2 holders — while 85 added to existing stakes and 84 trimmed.
The largest buyer was Wilsey Asset Management, adding an estimated $4.46M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.
- 237 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $747M of Piedmont Realty Trust stock for Q1 2024, down 2.2% quarter-over-quarter.
- 25 funds opened new Piedmont Realty Trust positions in Q1 2024 and 23 closed out, a net change of +2 holders.
- The largest Piedmont Realty Trust buyer in Q1 2024 was Wilsey Asset Management, an estimated $4.46M added.
- The largest Piedmont Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $14.8M sold.
Based on aggregated 13F filings for Q1 2024.