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PDM

Piedmont Realty Trust
PDM

195 hedge funds and large institutions have $2.09B invested in Piedmont Realty Trust in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.46% more ownership

Funds ownership: 75.45% → 78.91% (+3.5%)

4% more capital invested

Capital invested by funds: $2.01B → $2.09B (+$79.4M)

4% less funds holding

Funds holding: 204 → 195 (-9)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

43% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 92

Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
5.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
52
Reduced
92
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.9M
2
SCM
Schneider Capital Management
Pennsylvania
+$9.15M
3
American Century Companies
American Century Companies
Missouri
+$3.66M
4
PMG
Private Management Group
California
+$3.48M
5
Invesco
Invesco
Georgia
+$2.88M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$51.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.07M
3
Barclays
Barclays
United Kingdom
-$6.72M
4
BIT
BlackRock Institutional Trust
California
-$4.23M
5
Goldman Sachs
Goldman Sachs
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
76
BlackRock Investment Management
Delaware
$1.32M +$19.9K +1,190 +2%
WAM
77
Wilsey Asset Management
California
$1.3M +$224K +13,347 +21%
WBC
78
Westpac Banking Corp
Australia
$1.26M -$30.1K -1,800 -2%
ERSOT
79
Employees Retirement System of Texas
Texas
$1.23M – – –
ICOA
80
Investment Centers of America
North Dakota
$1.19M +$384K +22,954 +51%
GC
81
Guggenheim Capital
Illinois
$1.17M -$987K -58,941 -46%
GT
82
Glenmede Trust
Pennsylvania
$1.16M +$494K +29,486 +77%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$1.11M -$172K -10,262 -14%
ICAS
84
Investors Capital Advisory Services
Massachusetts
$1.08M -$44.6K -2,660 -4%
AAMU
85
Amundi Asset Management US
Massachusetts
$1.06M -$119K -7,100 -10%
U
86
UBS
Switzerland
$1.05M -$144K -8,579 -12%
HCA
87
Horan Capital Advisors
Ohio
$1.04M +$64K +3,820 +7%
SCM
88
Sterling Capital Management
North Carolina
$965K – – –
PPA
89
Parametric Portfolio Associates
Washington
$963K -$371K -22,180 -28%
NMERB
90
New Mexico Educational Retirement Board
New Mexico
$911K +$890K +53,145 New
BWP
91
BSW Wealth Partners
Colorado
$857K -$11.1K -660 -1%
Nomura Asset Management
92
Nomura Asset Management
Japan
$847K -$46.9K -2,800 -5%
IG
93
ING Group
Netherlands
$842K – – –
AQR Capital Management
94
AQR Capital Management
Connecticut
$827K +$31.8K +1,900 +4%
NEIRG
95
New England Investment & Retirement Group
Massachusetts
$824K – – –
PMG
96
ProVise Management Group
Florida
$812K -$78.3K -4,676 -9%
Principal Financial Group
97
Principal Financial Group
Iowa
$796K +$25.8K +1,541 +3%
DLG
98
Daniel L. Goodwin
$731K – – –
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$708K – – –
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$703K -$227K -13,552 -25%
2 3
4
5 6

PDM Hedge Fund Activity: Q1 2014 in Review

195 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2014, worth a combined $2.09B — up 4% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PDM and 11 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 52 added.

The largest buyer was Fidelity Investments, adding an estimated $87.9M. The largest seller was Deutsche Bank, cutting an estimated $51.3M.

  • 195 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2014, down from 204 in Q4 2013.
  • Funds reported $2.09B of Piedmont Realty Trust stock for Q1 2014, up 4% quarter-over-quarter.
  • 11 funds opened new Piedmont Realty Trust positions in Q1 2014 and 19 closed out, a net change of -8 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2014 was Fidelity Investments, an estimated $87.9M added.
  • The largest Piedmont Realty Trust seller in Q1 2014 was Deutsche Bank, an estimated $51.3M sold.

Based on aggregated 13F filings for Q1 2014.