We are live on ! Find out more
PDM

Piedmont Realty Trust
PDM

195 hedge funds and large institutions have $2.36B invested in Piedmont Realty Trust in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 88 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $2.09B → $2.36B (+$275M)

1.95% more ownership

Funds ownership: 78.91% → 80.85% (+1.9%)

0% more funds holding

Funds holding: 195 → 195 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

35% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 88

Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
5.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
57
Reduced
88
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$59.3M
2
Norges Bank
Norges Bank
Norway
+$25.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.72M
4
American Century Companies
American Century Companies
Missouri
+$3.6M
5
Charles Schwab
Charles Schwab
California
+$3.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$20.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.7M
3
RFC
Russell Frank Company
Washington
-$5.63M
4
BIT
BlackRock Institutional Trust
California
-$4.87M
5
Barclays
Barclays
United Kingdom
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
IOOF
126
Independent Order of Foresters
Ontario, Canada
$396K -$91.7K -5,000 -19%
JG
127
Jefferies Group
New York
$395K +$383K +20,879 New
IH
128
IFC Holdings
Florida
$383K -$62.3K -3,401 -15%
WCM
129
Weatherstone Capital Management
Colorado
$376K – – –
Cohen & Steers
130
Cohen & Steers
New York
$367K +$355K +19,386 New
CIBC Asset Management
131
CIBC Asset Management
Ontario, Canada
$364K – – –
IMS
132
Index Management Solutions
Pennsylvania
$364K +$245K +13,338 +227%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$353K -$36.7K -2,000 -10%
CNB
134
City National Bank
California
$331K +$321K +17,485 New
AAM
135
Advisors Asset Management
Colorado
$326K +$71.6K +3,906 +29%
AG
136
Aperio Group
California
$324K +$121K +6,600 +63%
Credit Agricole
137
Credit Agricole
France
$297K -$22K -1,200 -7%
HCM
138
Hollencrest Capital Management
California
$296K – – –
Canada Pension Plan Investment Board
139
Canada Pension Plan Investment Board
Ontario, Canada
$286K +$114K +6,200 +70%
BCM
140
Brookstone Capital Management
Illinois
$271K – – –
FHC
141
First Heartland Consultants
Missouri
$270K -$19K -1,035 -7%
UCFA
142
United Capital Financial Advisors
Texas
$269K -$66.9K -3,649 -20%
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$261K – – –
CP
144
Camelot Portfolios
Ohio
$259K +$251K +13,672 New
Mitsubishi UFJ Asset Management
145
Mitsubishi UFJ Asset Management
Japan
$256K +$27.5K +1,500 +12%
APFBOT
146
Amica Pension Fund Board of Trustees
Rhode Island
$253K – – –
PA
147
Profund Advisors
Maryland
$252K +$49.4K +2,696 +25%
SMDAM
148
Sumitomo Mitsui DS Asset Management
Japan
$250K -$238K -13,000 -50%
AMI
149
Amica Mutual Insurance
Rhode Island
$244K – – –
TF
150
Trutina Financial
Washington
$242K -$293K -16,000 -56%
4 5
6
7 8

PDM Hedge Fund Activity: Q2 2014 in Review

195 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q2 2014, worth a combined $2.36B — up 13% from $2.09B a quarter earlier.

Fund positioning in PDM was balanced in Q2 2014: 15 funds opened new positions, 15 closed out, 57 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $59.3M. The largest seller was Invesco, cutting an estimated $20.7M.

  • 195 institutional investors held Piedmont Realty Trust (PDM) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $2.36B of Piedmont Realty Trust stock for Q2 2014, up 13% quarter-over-quarter.
  • 15 funds opened new Piedmont Realty Trust positions in Q2 2014 and 15 closed out, a net change of 0 holders.
  • The largest Piedmont Realty Trust buyer in Q2 2014 was Fidelity Investments, an estimated $59.3M added.
  • The largest Piedmont Realty Trust seller in Q2 2014 was Invesco, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2014.