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PDM

Piedmont Realty Trust
PDM

193 hedge funds and large institutions have $2.27B invested in Piedmont Realty Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.61% more ownership

Funds ownership: 80.85% → 83.46% (+2.6%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$90.1M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

1% less funds holding

Funds holding: 195 → 193 (-2)

Holders
193
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
5.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
AEW Capital Management
Massachusetts
+$49.9M
2
Prudential Financial
Prudential Financial
New Jersey
+$28.6M
3
STC
SEI Trust Company
Pennsylvania
+$11.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.31M
5
MAA
Managed Account Advisors
New Jersey
+$6.36M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$26.3M
2
Barclays
Barclays
United Kingdom
-$6.64M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.64M
4
Charles Schwab
Charles Schwab
California
-$3M
5
State Street
State Street
Massachusetts
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
151
Camelot Portfolios
Ohio
$241K – – –
UCFA
152
United Capital Financial Advisors
Texas
$239K -$13.1K -682 -5%
TF
153
Trutina Financial
Washington
$226K – – –
SG Americas Securities
154
SG Americas Securities
New York
$223K -$225K -11,725 -48%
Walleye Trading
155
Walleye Trading
New York
$210K +$228K +11,898 New
PA
156
Profund Advisors
Maryland
$193K -$45.4K -2,368 -18%
Canada Life
157
Canada Life
Manitoba, Canada
$182K – – –
DLG
158
Daniel L. Goodwin
$176K -$625K -32,600 -77%
BJ
159
BlackRock Japan
Japan
$169K -$15.5K -810 -8%
SSB
160
Sandy Spring Bank
Maryland
$149K +$105K +5,472 +183%
HIM
161
Hillsdale Investment Management
Ontario, Canada
$148K +$24.9K +1,300 +18%
Ameriprise
162
Ameriprise
Minnesota
$107K +$11.7K +611 +11%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$97K -$979 -51 -0.9%
IFWM
164
Institute for Wealth Management
Colorado
$91K – – –
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$89K -$921 -48 -0.9%
NFG
166
Next Financial Group
Texas
$87K +$95K +4,951 New
Daiwa Securities Group
167
Daiwa Securities Group
Japan
$78K +$5.76K +300 +7%
PAM
168
Panagora Asset Management
Massachusetts
$64K – – –
WTB
169
Washington Trust Bank
Washington
$56K – – –
US Bancorp
170
US Bancorp
Minnesota
$43K -$59.2K -3,083 -56%
Creative Planning
171
Creative Planning
Kansas
$41K +$13.4K +700 +43%
WA
172
WFG Advisors
Texas
$36K – – –
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$32K – – –
SF
174
Synovus Financial
Georgia
$29K – – –
AW
175
Alpha Windward
Massachusetts
$27K – – –
5 6
7
8 9

PDM Hedge Fund Activity: Q3 2014 in Review

193 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2014, worth a combined $2.27B — down 3.8% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PDM and 16 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 69 added.

The largest buyer was AEW Capital Management, adding an estimated $49.9M. The largest seller was Norges Bank, cutting an estimated $26.3M.

  • 193 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2014, down from 195 in Q2 2014.
  • Funds reported $2.27B of Piedmont Realty Trust stock for Q3 2014, down 3.8% quarter-over-quarter.
  • 16 funds opened new Piedmont Realty Trust positions in Q3 2014 and 17 closed out, a net change of -1 holder.
  • The largest Piedmont Realty Trust buyer in Q3 2014 was AEW Capital Management, an estimated $49.9M added.
  • The largest Piedmont Realty Trust seller in Q3 2014 was Norges Bank, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2014.