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PDM

Piedmont Realty Trust
PDM

204 hedge funds and large institutions have $2.01B invested in Piedmont Realty Trust in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

6% more funds holding

Funds holding: 192 → 204 (+12)

4.15% more ownership

Funds ownership: 71.29% → 75.45% (+4.2%)

2% less capital invested

Capital invested by funds: $2.06B → $2.01B (-$51.2M)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 83

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
61
Reduced
83
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PMG
Private Management Group
California
+$22.7M
2
Invesco
Invesco
Georgia
+$21.9M
3
American Century Companies
American Century Companies
Missouri
+$11.9M
4
Barclays
Barclays
United Kingdom
+$10.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.63M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$30.3M
2
Bank of America
Bank of America
North Carolina
-$4.18M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.64M
5
BFA
BlackRock Fund Advisors
California
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$1.3M -$921K -53,202 -40%
PPA
77
Parametric Portfolio Associates
Washington
$1.29M -$473K -27,333 -26%
CIP
78
Convergence Investment Partners
Florida
$1.26M +$1.32M +76,313 New
CBOA
79
Commonwealth Bank of Australia
Australia
$1.25M +$121K +7,010 +10%
BIM
80
BlackRock Investment Management
Delaware
$1.25M +$3.62K +209 +0.3%
WBC
81
Westpac Banking Corp
Australia
$1.24M – – –
VOYA Investment Management
82
VOYA Investment Management
Georgia
$1.24M – – –
ERSOT
83
Employees Retirement System of Texas
Texas
$1.18M – – –
U
84
UBS
Switzerland
$1.15M +$215K +12,420 +22%
AAMU
85
Amundi Asset Management US
Massachusetts
$1.14M -$29.4K -1,700 -2%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$1.13M +$308K +17,810 +35%
Prudential Financial
87
Prudential Financial
New Jersey
$1.12M -$34.6K -2,000 -3%
IRF
88
IBM Retirement Fund
New York
$1.09M -$28.3K -1,637 -2%
ICAS
89
Investors Capital Advisory Services
Massachusetts
$1.09M -$20.1K -1,164 -2%
WAM
90
Wilsey Asset Management
California
$1.06M +$1.09M +62,733 New
ARTA
91
A.R.T. Advisors
New York
$1.02M +$1.07M +62,053 New
HCA
92
Horan Capital Advisors
Ohio
$936K +$980K +56,650 New
SCM
93
Sterling Capital Management
North Carolina
$930K +$6.06K +350 +0.6%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$883K +$286K +16,504 +45%
Nomura Asset Management
95
Nomura Asset Management
Japan
$862K -$50.7K -2,930 -5%
PMG
96
ProVise Management Group
Florida
$860K -$279K -16,128 -24%
BWP
97
BSW Wealth Partners
Colorado
$837K – – –
MTB
98
Mizuho Trust & Banking
Japan
$828K +$1.92K +111 +0.2%
IG
99
ING Group
Netherlands
$811K +$850K +49,099 New
VRS
100
Virginia Retirement Systems
Virginia
$809K +$848K +49,000 New
2 3
4
5 6

PDM Hedge Fund Activity: Q4 2013 in Review

204 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2013, worth a combined $2.01B — down 2.5% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PDM positions and 18 closed out — a net gain of 13 holders — while 61 added to existing stakes and 83 trimmed.

The largest buyer was Private Management Group, adding an estimated $22.7M. The largest seller was Deutsche Bank, cutting an estimated $30.3M.

  • 204 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $2.01B of Piedmont Realty Trust stock for Q4 2013, down 2.5% quarter-over-quarter.
  • 31 funds opened new Piedmont Realty Trust positions in Q4 2013 and 18 closed out, a net change of +13 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2013 was Private Management Group, an estimated $22.7M added.
  • The largest Piedmont Realty Trust seller in Q4 2013 was Deutsche Bank, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2013.