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PDM

Piedmont Realty Trust
PDM

214 hedge funds and large institutions have $2.3B invested in Piedmont Realty Trust in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.14B → $2.3B (+$161M)

4.47% more ownership

Funds ownership: 79.18% → 83.64% (+4.5%)

1% more funds holding

Funds holding: 211 → 214 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
73
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.8M
2
LSV Asset Management
LSV Asset Management
Illinois
+$22.7M
3
ACM
AEW Capital Management
Massachusetts
+$20.2M
4
SCRM
Security Capital Research & Management
Illinois
+$12M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.69M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$13.7M
2
SAMC
Shinko Asset Management Company
Japan
-$11.1M
3
Invesco
Invesco
Georgia
-$9.61M
4
American Century Companies
American Century Companies
Missouri
-$7.88M
5
PMG
Private Management Group
California
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$15.6M -$1.12M -58,442 -7%
SO
27
STRS Ohio
Ohio
$11.3M +$1.12M +58,519 +11%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$10.6M -$163K -8,500 -1%
JP Morgan Chase
29
JP Morgan Chase
New York
$10M -$2.33M -121,898 -19%
MAM
30
Martingale Asset Management
Massachusetts
$8.63M +$1.07M +55,911 +14%
CS
31
Credit Suisse
Switzerland
$8.56M +$28.6K +1,495 +0.3%
Principal Financial Group
32
Principal Financial Group
Iowa
$7.7M +$12.8K +670 +0.2%
Legal & General Group
33
Legal & General Group
United Kingdom
$7.35M +$285K +14,902 +4%
Wells Fargo
34
Wells Fargo
California
$7.3M -$1.61M -84,134 -18%
Asset Management One
35
Asset Management One
Japan
$7.24M -$112K -5,855 -2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$7.09M – – –
UBS AM
37
UBS AM
Illinois
$7.03M +$350K +18,304 +5%
RFC
38
Russell Frank Company
Washington
$6.2M +$1.08M +56,436 +21%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$6.13M +$409K +21,403 +7%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$5.96M +$2.47K +129 +0%
PPA
41
Parametric Portfolio Associates
Washington
$5.41M +$46.3K +2,421 +0.9%
AAMU
42
Amundi Asset Management US
Massachusetts
$5.39M +$214K +11,200 +4%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$5.25M -$235K -12,305 -4%
SFM
44
Systematic Financial Management
New Jersey
$4.89M -$2.82M -147,277 -36%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.66M -$495K -25,891 -9%
NFA
46
Nationwide Fund Advisors
Ohio
$4.63M -$1.31M -68,576 -22%
WBC
47
Westpac Banking Corp
Australia
$4.54M -$151K -7,900 -3%
MCM
48
Matarin Capital Management
New York
$4.36M +$566K +29,603 +15%
Citadel Advisors
49
Citadel Advisors
Florida
$4.23M -$625K -32,685 -13%
GC
50
Guggenheim Capital
Illinois
$4.18M +$2.53M +132,379 +148%
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PDM Hedge Fund Activity: Q4 2015 in Review

214 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2015, worth a combined $2.3B — up 7.5% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PDM positions and 19 closed out — a net gain of 5 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.8M. The largest seller was Deutsche Bank, cutting an estimated $13.7M.

  • 214 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2015, up from 211 in Q3 2015.
  • Funds reported $2.3B of Piedmont Realty Trust stock for Q4 2015, up 7.5% quarter-over-quarter.
  • 24 funds opened new Piedmont Realty Trust positions in Q4 2015 and 19 closed out, a net change of +5 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2015 was Fidelity Investments, an estimated $29.8M added.
  • The largest Piedmont Realty Trust seller in Q4 2015 was Deutsche Bank, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2015.