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PDM

Piedmont Realty Trust
PDM

193 hedge funds and large institutions have $2.27B invested in Piedmont Realty Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.61% more ownership

Funds ownership: 80.85% → 83.46% (+2.6%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$90.1M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

1% less funds holding

Funds holding: 195 → 193 (-2)

Holders
193
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
5.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
AEW Capital Management
Massachusetts
+$49.9M
2
Prudential Financial
Prudential Financial
New Jersey
+$28.6M
3
STC
SEI Trust Company
Pennsylvania
+$11.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.31M
5
MAA
Managed Account Advisors
New Jersey
+$6.36M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$26.3M
2
Barclays
Barclays
United Kingdom
-$6.64M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.64M
4
Charles Schwab
Charles Schwab
California
-$3M
5
State Street
State Street
Massachusetts
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$1.43M -$301K -15,706 -16%
HCA
77
Horan Capital Advisors
Ohio
$1.26M +$151K +7,870 +12%
BIM
78
BlackRock Investment Management
Delaware
$1.26M -$2.61K -136 -0.2%
VRS
79
Virginia Retirement Systems
Virginia
$1.23M +$5.76K +300 +0.4%
First Trust Advisors
80
First Trust Advisors
Illinois
$1.17M -$1.84M -95,823 -59%
HNB
81
Huntington National Bank
Ohio
$1.16M +$1.27M +66,000 New
VLKIM
82
Van Lanschot Kempen Investment Management
Netherlands
$1.16M -$6.31K -329 -0.5%
ProShare Advisors
83
ProShare Advisors
Maryland
$1.14M -$265K -13,823 -18%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$1.1M -$2.61K -136 -0.2%
ICAS
85
Investors Capital Advisory Services
Massachusetts
$1.07M -$41K -2,136 -3%
Nomura Asset Management
86
Nomura Asset Management
Japan
$1M +$112K +5,830 +11%
SCM
87
Sterling Capital Management
North Carolina
$993K – – –
GC
88
Guggenheim Capital
Illinois
$971K -$180K -9,402 -15%
QT
89
Quantbot Technologies
New York
$896K +$968K +50,451 +14,539%
BWP
90
BSW Wealth Partners
Colorado
$882K – – –
NEIRG
91
New England Investment & Retirement Group
Massachusetts
$873K +$28.3K +1,476 +3%
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$859K -$532K -27,720 -36%
AQR Capital Management
93
AQR Capital Management
Connecticut
$856K +$51.8K +2,700 +6%
KBC Group
94
KBC Group
Belgium
$846K -$21.8K -1,136 -2%
Principal Financial Group
95
Principal Financial Group
Iowa
$805K +$31.1K +1,623 +4%
U
96
UBS
Switzerland
$761K -$449K -23,402 -35%
Citigroup
97
Citigroup
New York
$749K +$51.1K +2,661 +7%
PMG
98
ProVise Management Group
Florida
$731K -$12K -625 -1%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$729K – – –
MTB
100
Mizuho Trust & Banking
Japan
$710K +$112K +5,814 +17%
2 3
4
5 6

PDM Hedge Fund Activity: Q3 2014 in Review

193 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2014, worth a combined $2.27B — down 3.8% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PDM and 16 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 69 added.

The largest buyer was AEW Capital Management, adding an estimated $49.9M. The largest seller was Norges Bank, cutting an estimated $26.3M.

  • 193 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2014, down from 195 in Q2 2014.
  • Funds reported $2.27B of Piedmont Realty Trust stock for Q3 2014, down 3.8% quarter-over-quarter.
  • 16 funds opened new Piedmont Realty Trust positions in Q3 2014 and 17 closed out, a net change of -1 holder.
  • The largest Piedmont Realty Trust buyer in Q3 2014 was AEW Capital Management, an estimated $49.9M added.
  • The largest Piedmont Realty Trust seller in Q3 2014 was Norges Bank, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2014.