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PDM

Piedmont Realty Trust

237 hedge funds and large institutions have $747M invested in Piedmont Realty Trust in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,124% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $37K

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

0% more funds holding

Funds holding: 237237 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 86.72%85.81% (-0.9%)

2% less capital invested

Capital invested by funds: $764M → $747M (-$16.9M)

Holders
237
Holders Change
Holders Change %
0%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
85
Reduced
84
Closed
23
Calls
$1.19M
Puts
$37K
Net Calls
+$1.16M
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$374K -$29.1K -4,347 -7%
DA
102
Denali Advisors
California
$359K -$171K -25,500 -33%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$358K
BWP
104
BSW Wealth Partners
Colorado
$351K
Creative Planning
105
Creative Planning
Kansas
$351K -$9.46K -1,411 -3%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$348K +$90.1K +13,442 +37%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$348K +$22K +3,286 +7%
CP
108
Camelot Portfolios
Ohio
$348K -$20.1K -3,000 -6%
CWM
109
Cornerstone Wealth Management
Missouri
$345K -$14K -2,091 -4%
CIM
110
Cambria Investment Management
California
$339K +$323K +48,200 New
RAM
111
Resona Asset Management
Japan
$337K +$322K +48,006 New
EGM
112
Engineers Gate Manager
New York
$336K +$66.7K +9,961 +26%
RJA
113
Raymond James & Associates
Florida
$333K -$8.95K -1,336 -3%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$315K -$12.4K -1,853 -4%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$299K -$55.3K -8,259 -16%
PS
116
Presima Securities
Quebec, Canada
$296K
VPIM
117
Vanguard Personalized Indexing Management
California
$289K +$27.5K +4,100 +11%
AA
118
ALPS Advisors
Colorado
$269K -$8.42K -1,256 -3%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$265K +$2.57K +383 +1%
Jane Street
120
Jane Street
New York
$262K -$204K -30,380 -45%
Millennium Management
121
Millennium Management
New York
$258K -$3.08M -459,140 -93%
TI
122
Tidal Investments
Wisconsin
$253K +$103K +15,398 +72%
UM
123
UniSuper Management
Australia
$240K
ASRS
124
Arizona State Retirement System
Arizona
$239K -$3.89K -580 -2%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$237K -$22.4K -3,340 -9%

PDM Hedge Fund Activity: Q1 2024 in Review

237 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2024, worth a combined $747M — down 2.2% from $764M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PDM positions and 23 closed out — a net gain of 2 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was Wilsey Asset Management, adding an estimated $4.46M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.

  • 237 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $747M of Piedmont Realty Trust stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 25 funds opened new Piedmont Realty Trust positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2024 was Wilsey Asset Management, an estimated $4.46M added.
  • The largest Piedmont Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2024.