We are live on ! Find out more
PDM

Piedmont Realty Trust

240 hedge funds and large institutions have $592M invested in Piedmont Realty Trust in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $265K | Put options by funds: $151K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

2% less funds holding

Funds holding: 246240 (-6)

2.71% less ownership

Funds ownership: 86.04%83.33% (-2.7%)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

23% less capital invested

Capital invested by funds: $774M → $592M (-$181M)

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
82
Reduced
90
Closed
29
Calls
$265K
Puts
$151K
Net Calls
+$114K
Net Calls Change
+$818K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$402K +$80.9K +11,792 +20%
Osaic Holdings
102
Osaic Holdings
Arizona
$398K +$30.2K +4,397 +7%
BCI
103
Brinker Capital Investments
Pennsylvania
$396K +$98.5K +14,355 +26%
OPS
104
Orion Portfolio Solutions
Nebraska
$396K +$98.5K +14,355 +26%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$382K -$333K -48,577 -42%
MFG
106
Merit Financial Group
Georgia
$370K -$713 -104 -0.2%
SG Americas Securities
107
SG Americas Securities
New York
$361K +$341K +49,674 +342%
MIM
108
MetLife Investment Management
New Jersey
$361K
AIG
109
American International Group
New York
$347K +$15K +2,192 +4%
SOADOR
110
State of Alaska Department of Revenue
Alaska
$327K +$3.53K +515 +0.9%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$307K +$27 +4 +0%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$307K -$7.93K -1,156 -2%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$306K +$7.2K +1,050 +2%
EGM
114
Engineers Gate Manager
New York
$305K +$131K +19,168 +55%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$302K +$214K +31,223 +139%
RJA
116
Raymond James & Associates
Florida
$290K -$46.8K -6,824 -12%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$289K -$109K -15,948 -24%
CWM
118
Cornerstone Wealth Management
Missouri
$288K -$13.7K -2,000 -4%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$286K +$56.3K +8,216 +19%
CP
120
Camelot Portfolios
Ohio
$284K -$27.4K -4,000 -7%
BA
121
Bridgewater Associates
Connecticut
$282K -$2.71K -395 -0.8%
BWP
122
BSW Wealth Partners
Colorado
$281K
NYLIM
123
New York Life Investment Management
New York
$274K -$52.7K -7,684 -14%
AIA
124
Affinity Investment Advisors
California
$274K
GCM
125
Graham Capital Management
Connecticut
$273K +$7.96K +1,160 +2%