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PDM

Piedmont Realty Trust
PDM

211 hedge funds and large institutions have $2.65B invested in Piedmont Realty Trust in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.51B → $2.65B (+$134M)

2.72% more ownership

Funds ownership: 82.62% → 85.35% (+2.7%)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

7% less funds holding

Funds holding: 228 → 211 (-17)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
211
Holders Change
-17
Holders Change %
-7.46%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
70
Reduced
76
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$203M
2
SFM
Systematic Financial Management
New Jersey
+$25.5M
3
AL
AJO LP
Pennsylvania
+$24.2M
4
Invesco
Invesco
Georgia
+$22.6M
5
Deutsche Bank
Deutsche Bank
Germany
+$16.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.7M
2
PMG
Private Management Group
California
-$9.61M
3
Citigroup
Citigroup
New York
-$4.15M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.41M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
101
Barclays
United Kingdom
$690K +$38.7K +1,784 +6%
SI
102
SII Investments
Wisconsin
$675K -$3.36K -155 -0.5%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$673K – – –
AG
104
Aperio Group
California
$652K +$109K +5,016 +20%
Stifel Financial
105
Stifel Financial
Missouri
$638K – – –
JG
106
Jefferies Group
New York
$619K -$103K -4,754 -14%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$615K -$1.08M -49,931 -63%
QI
108
QS Investors
New York
$574K +$206K +9,516 +55%
CAS
109
Cue Advisory Services
Arizona
$569K – – –
Rafferty Asset Management
110
Rafferty Asset Management
New York
$561K +$569K +26,243 New
VKH
111
Virtu KCG Holdings
New York
$547K +$554K +25,590 New
ACI
112
AMP Capital Investors
Australia
$506K +$26K +1,200 +5%
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$495K +$29.9K +1,380 +6%
GCP
114
GSA Capital Partners
United Kingdom
$490K +$497K +22,935 New
AW
115
Alpha Windward
Massachusetts
$481K +$464K +21,420 +2,021%
OCM
116
Oakview Capital Management
Texas
$479K +$486K +22,415 New
ARTA
117
A.R.T. Advisors
New York
$474K +$481K +22,200 New
SPC
118
Sigma Planning Corp
Michigan
$469K +$42.9K +1,979 +10%
CEP
119
Chicago Equity Partners
Illinois
$469K +$187K +8,650 +65%
Citadel Advisors
120
Citadel Advisors
Florida
$468K -$3.41M -157,498 -88%
QT
121
Quantbot Technologies
New York
$467K +$136K +6,299 +41%
AB
122
Amalgamated Bank
New York
$445K +$14K +648 +3%
Pacer Advisors
123
Pacer Advisors
Pennsylvania
$444K +$81.7K +3,770 +22%
NMERB
124
New Mexico Educational Retirement Board
New Mexico
$441K – – –
IOOF
125
Independent Order of Foresters
Ontario, Canada
$436K – – –
3 4
5
6 7

PDM Hedge Fund Activity: Q1 2017 in Review

211 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2017, worth a combined $2.65B — up 5.4% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PDM and 24 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $203M. The largest seller was Fidelity Investments, cutting an estimated $14.7M.

  • 211 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2017, down from 228 in Q4 2016.
  • Funds reported $2.65B of Piedmont Realty Trust stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 24 funds opened new Piedmont Realty Trust positions in Q1 2017 and 33 closed out, a net change of -9 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2017 was BlackRock, an estimated $203M added.
  • The largest Piedmont Realty Trust seller in Q1 2017 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2017.