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PDM

Piedmont Realty Trust
PDM

214 hedge funds and large institutions have $2.3B invested in Piedmont Realty Trust in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.14B → $2.3B (+$161M)

4.47% more ownership

Funds ownership: 79.18% → 83.64% (+4.5%)

1% more funds holding

Funds holding: 211 → 214 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
73
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.8M
2
LSV Asset Management
LSV Asset Management
Illinois
+$22.7M
3
ACM
AEW Capital Management
Massachusetts
+$20.2M
4
SCRM
Security Capital Research & Management
Illinois
+$12M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.69M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$13.7M
2
SAMC
Shinko Asset Management Company
Japan
-$11.1M
3
Invesco
Invesco
Georgia
-$9.61M
4
American Century Companies
American Century Companies
Missouri
-$7.88M
5
PMG
Private Management Group
California
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
126
MSI Financial Services
Massachusetts
$440K +$446K +23,319 New
SPC
127
Sigma Planning Corp
Michigan
$433K +$23.4K +1,224 +6%
NPC
128
National Planning Corporation
California
$431K -$7.69K -402 -2%
CSS
129
Cubist Systematic Strategies
Connecticut
$426K +$147K +7,690 +52%
KIA
130
KCM Investment Advisors
California
$396K – – –
RCAG
131
Rehmann Capital Advisory Group
Michigan
$392K -$5.74K -300 -1%
AL
132
AJO LP
Pennsylvania
$382K – – –
CG
133
Clinton Group
New York
$382K +$387K +20,208 New
Mitsubishi UFJ Asset Management
134
Mitsubishi UFJ Asset Management
Japan
$380K – – –
AQR Capital Management
135
AQR Capital Management
Connecticut
$380K +$8.78K +459 +2%
NBC
136
Neuberger Berman Canada
Ontario, Canada
$371K +$22.6K +1,182 +6%
CAN
137
Cetera Advisor Networks
California
$345K +$158K +8,272 +82%
HCM
138
Hollencrest Capital Management
California
$305K – – –
AG
139
Aperio Group
California
$296K +$32.1K +1,679 +12%
AB
140
Amalgamated Bank
New York
$294K -$36.3K -1,900 -11%
HCM
141
Highlander Capital Management
New Jersey
$284K – – –
Ameriprise
142
Ameriprise
Minnesota
$281K -$36.4K -1,901 -11%
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$279K +$282K +14,761 New
CCS
144
Crosspoint Capital Strategies
California
$273K +$277K +14,499 New
CEP
145
Chicago Equity Partners
Illinois
$270K -$54.3K -2,840 -17%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$265K +$269K +14,038 New
Canada Life
147
Canada Life
Manitoba, Canada
$264K – – –
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$263K -$96.1K -5,024 -27%
IH
149
IFC Holdings
Florida
$263K -$23.1K -1,205 -8%
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K – – –
4 5
6
7 8

PDM Hedge Fund Activity: Q4 2015 in Review

214 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2015, worth a combined $2.3B — up 7.5% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PDM positions and 19 closed out — a net gain of 5 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.8M. The largest seller was Deutsche Bank, cutting an estimated $13.7M.

  • 214 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2015, up from 211 in Q3 2015.
  • Funds reported $2.3B of Piedmont Realty Trust stock for Q4 2015, up 7.5% quarter-over-quarter.
  • 24 funds opened new Piedmont Realty Trust positions in Q4 2015 and 19 closed out, a net change of +5 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2015 was Fidelity Investments, an estimated $29.8M added.
  • The largest Piedmont Realty Trust seller in Q4 2015 was Deutsche Bank, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2015.