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PDM

Piedmont Realty Trust

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: 204195 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
101
IBM Retirement Fund
New York
$675K -$449K -26,783 -41%
FAAS
102
First Allied Advisory Services
California
$672K -$57.4K -3,428 -8%
Citigroup
103
Citigroup
New York
$661K +$426K +25,412 +193%
CHJWM
104
Carlton Hofferkamp & Jenks Wealth Management
Texas
$648K +$16.7K +1,000 +3%
SI
105
SII Investments
Wisconsin
$630K -$17.1K -1,018 -3%
MTB
106
Mizuho Trust & Banking
Japan
$615K -$239K -14,271 -28%
Macquarie Group
107
Macquarie Group
Australia
$593K
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$583K -$1.27M -75,870 -69%
SCA
109
Secor Capital Advisors
New York
$579K +$566K +33,764 New
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$571K -$37.9K -2,260 -6%
KBC Group
111
KBC Group
Belgium
$571K -$37.5K -2,237 -6%
CA
112
Cetera Advisors
Colorado
$571K +$87.4K +5,220 +19%
SG Americas Securities
113
SG Americas Securities
New York
$507K +$86.8K +5,184 +21%
VFS
114
VSR Financial Services
Kansas
$494K -$91.9K -5,488 -16%
TF
115
Trutina Financial
Washington
$494K +$268K +16,000 +125%
URS
116
Utah Retirement Systems
Utah
$484K -$25.1K -1,500 -5%
Schroder Investment Management Group
117
Schroder Investment Management Group
United Kingdom
$481K
RCAG
118
Rehmann Capital Advisory Group
Michigan
$477K
SMDAM
119
Sumitomo Mitsui DS Asset Management
Japan
$449K -$245K -14,600 -36%
IOOF
120
Independent Order of Foresters
Ontario, Canada
$444K
CAN
121
Cetera Advisor Networks
California
$427K -$8.93K -533 -2%
BA
122
BlackRock Advisors
Delaware
$400K
IPC
123
Independent Portfolio Consultants
Florida
$393K +$15.1K +900 +4%
IH
124
IFC Holdings
Florida
$392K -$7.35K -439 -2%
NPC
125
National Planning Corporation
California
$386K +$27.7K +1,651 +8%

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.