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PDM

Piedmont Realty Trust
PDM

204 hedge funds and large institutions have $2.01B invested in Piedmont Realty Trust in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

6% more funds holding

Funds holding: 192 → 204 (+12)

4.15% more ownership

Funds ownership: 71.29% → 75.45% (+4.2%)

2% less capital invested

Capital invested by funds: $2.06B → $2.01B (-$51.2M)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 83

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
61
Reduced
83
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PMG
Private Management Group
California
+$22.7M
2
Invesco
Invesco
Georgia
+$21.9M
3
American Century Companies
American Century Companies
Missouri
+$11.9M
4
Barclays
Barclays
United Kingdom
+$10.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.63M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$30.3M
2
Bank of America
Bank of America
North Carolina
-$4.18M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.64M
5
BFA
BlackRock Fund Advisors
California
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
126
Cetera Advisor Networks
California
$420K -$47.3K -2,732 -10%
WCM
127
Weatherstone Capital Management
Colorado
$410K – – –
SG Americas Securities
128
SG Americas Securities
New York
$403K -$96.8K -5,595 -19%
JHIU
129
Janus Henderson Investors US
Colorado
$400K -$2.6M -150,000 -86%
EMG
130
Ellington Management Group
Connecticut
$400K +$419K +24,200 New
IH
131
IFC Holdings
Florida
$396K -$91.7K -5,302 -18%
BA
132
BlackRock Advisors
Delaware
$386K +$18.5K +1,068 +5%
FHC
133
First Heartland Consultants
Missouri
$384K -$246K -14,200 -38%
NI
134
Numeric Investors
Massachusetts
$367K +$384K +22,200 New
IPC
135
Independent Portfolio Consultants
Florida
$364K +$14K +810 +4%
NPC
136
National Planning Corporation
California
$346K -$202K -11,702 -36%
CIBC Asset Management
137
CIBC Asset Management
Ontario, Canada
$294K +$308K +17,787 New
PL
138
Parkwood LLC
Ohio
$291K +$305K +17,606 New
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$286K +$55.9K +3,233 +23%
Comerica Bank
140
Comerica Bank
Texas
$262K -$156K -9,004 -36%
UCFA
141
United Capital Financial Advisors
Texas
$253K -$9K -520 -3%
PM
142
Parametrica Management
Hong Kong
$251K +$263K +15,207 New
BJ
143
BlackRock Japan
Japan
$249K -$2.08K -120 -0.8%
HW
144
Hancock Whitney
Mississippi
$232K +$62.6K +3,616 +35%
HCM
145
Hollencrest Capital Management
California
$230K +$241K +13,936 New
JFGIW
146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$227K – – –
WPW
147
Waldron Private Wealth
Pennsylvania
$221K +$231K +13,352 New
APFBOT
148
Amica Pension Fund Board of Trustees
Rhode Island
$220K – – –
Citigroup
149
Citigroup
New York
$217K -$828K -47,828 -78%
AMI
150
Amica Mutual Insurance
Rhode Island
$213K – – –
4 5
6
7 8

PDM Hedge Fund Activity: Q4 2013 in Review

204 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2013, worth a combined $2.01B — down 2.5% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PDM positions and 18 closed out — a net gain of 13 holders — while 61 added to existing stakes and 83 trimmed.

The largest buyer was Private Management Group, adding an estimated $22.7M. The largest seller was Deutsche Bank, cutting an estimated $30.3M.

  • 204 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2013, up from 192 in Q3 2013.
  • Funds reported $2.01B of Piedmont Realty Trust stock for Q4 2013, down 2.5% quarter-over-quarter.
  • 31 funds opened new Piedmont Realty Trust positions in Q4 2013 and 18 closed out, a net change of +13 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2013 was Private Management Group, an estimated $22.7M added.
  • The largest Piedmont Realty Trust seller in Q4 2013 was Deutsche Bank, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2013.