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PDM

Piedmont Realty Trust

255 hedge funds and large institutions have $776M invested in Piedmont Realty Trust in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 86

1.45% more ownership

Funds ownership: 82.96%84.41% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 260255 (-5)

16% less capital invested

Capital invested by funds: $924M → $776M (-$149M)

72% less call options, than puts

Call options by funds: $202K | Put options by funds: $724K

Holders
255
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
97
Reduced
86
Closed
38
Calls
$202K
Puts
$724K
Net Calls
-$522K
Net Calls Change
-$503K
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
101
State of Alaska Department of Revenue
Alaska
$464K +$16.7K +1,823 +3%
AIA
102
Affinity Investment Advisors
California
$459K
VOYA Investment Management
103
VOYA Investment Management
Georgia
$455K +$124K +13,524 +28%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$445K +$559K +60,929 New
Marshall Wace
105
Marshall Wace
United Kingdom
$444K -$3.18M -346,051 -85%
AIG
106
American International Group
New York
$433K +$10.8K +1,181 +2%
Osaic Holdings
107
Osaic Holdings
Arizona
$430K -$46.6K -5,081 -8%
RJA
108
Raymond James & Associates
Florida
$424K -$2.9K -316 -0.5%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$414K +$12.6K +1,378 +2%
Millennium Management
110
Millennium Management
New York
$410K -$16.8M -1,831,120 -97%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$399K +$271K +29,520 +117%
BCI
112
Brinker Capital Investments
Pennsylvania
$397K +$10.7K +1,170 +2%
OPS
113
Orion Portfolio Solutions
Nebraska
$397K +$499K +54,364 New
CWM
114
Cornerstone Wealth Management
Missouri
$396K +$498K +54,232 New
SEI Investments
115
SEI Investments
Pennsylvania
$394K +$495K +53,971 New
CP
116
Camelot Portfolios
Ohio
$383K
PS
117
Presima Securities
Quebec, Canada
$371K
Squarepoint
118
Squarepoint
New York
$367K -$367K -39,930 -44%
BWP
119
BSW Wealth Partners
Colorado
$365K
BA
120
Bridgewater Associates
Connecticut
$363K -$189K -20,636 -29%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$362K +$1.87K +204 +0.4%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$362K +$20K +2,175 +5%
Citigroup
123
Citigroup
New York
$344K +$77.8K +8,474 +22%
SG Americas Securities
124
SG Americas Securities
New York
$341K -$14.9K -1,628 -3%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$338K +$38.5K +4,199 +10%

PDM Hedge Fund Activity: Q1 2023 in Review

255 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2023, worth a combined $776M — down 16% from $924M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PDM and 35 opened new positions — a net loss of 3 holders — while 86 trimmed existing stakes and 97 added.

The largest buyer was BlackRock, adding an estimated $18.5M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $22.1M.

  • 255 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2023, down from 260 in Q4 2022.
  • Funds reported $776M of Piedmont Realty Trust stock for Q1 2023, down 16% quarter-over-quarter.
  • 35 funds opened new Piedmont Realty Trust positions in Q1 2023 and 38 closed out, a net change of -3 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2023 was BlackRock, an estimated $18.5M added.
  • The largest Piedmont Realty Trust seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.