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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
QC
126
Quadrature Capital
United Kingdom
$229K +$43.3K +6,467 +25%
GWM
127
Geneos Wealth Management
Colorado
$229K -$9.36K -1,396 -4%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$229K +$1.97K +294 +0.9%
Pictet Asset Management
129
Pictet Asset Management
Switzerland
$228K +$6.73K +1,004 +3%
BL
130
BFSG LLC
California
$226K
Cerity Partners
131
Cerity Partners
New York
$213K +$203K +30,305 New
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$208K -$757 -113 -0.4%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$208K +$198K +29,580 New
DCM
134
DGS Capital Management
New Jersey
$196K -$67K -10,005 -26%
Grantham, Mayo, Van Otterloo & Co (GMO)
135
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$193K
I
136
InceptionR
California
$191K +$90.2K +13,454 +98%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$187K -$35.1K -5,242 -16%
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$186K
QCG
139
Quadrant Capital Group
Ohio
$180K +$18.1K +2,703 +12%
S
140
SignatureFD
Georgia
$175K -$27.8K -4,142 -14%
YIH
141
Y-Intercept (HK)
Hong Kong
$172K -$328K -48,984 -67%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$167K -$14.3K -2,129 -8%
DFCM
143
Dark Forest Capital Management
Puerto Rico
$166K +$158K +23,630 New
ECM
144
Evergreen Capital Management
Washington
$160K +$4.92K +734 +3%
CAG
145
Csenge Advisory Group
Florida
$159K +$7.87K +1,174 +5%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$157K
AIA
147
Arrow Investment Advisors
Maryland
$156K -$36.4K -5,430 -20%
Aberdeen Group
148
Aberdeen Group
United Kingdom
$156K -$6.07K -906 -4%
ProShare Advisors
149
ProShare Advisors
Maryland
$156K +$11.7K +1,748 +9%
SO
150
STRS Ohio
Ohio
$155K -$2.22M -331,360 -94%

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.