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PDM

Piedmont Realty Trust
PDM

255 hedge funds and large institutions have $776M invested in Piedmont Realty Trust in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 86

1.45% more ownership

Funds ownership: 82.96% → 84.41% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 260 → 255 (-5)

16% less capital invested

Capital invested by funds: $924M → $776M (-$149M)

72% less call options, than puts

Call options by funds: $202K | Put options by funds: $724K

Holders
255
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
97
Reduced
86
Closed
38
Calls
$202K
Puts
$724K
Net Calls
-$522K
Net Calls Change
-$503K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$18.5M
2
Morgan Stanley
Morgan Stanley
New York
+$14.9M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$10.6M
4
MIIM
Mesirow Institutional Investment Management
Illinois
+$10.5M
5
PMG
Private Management Group
California
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$22.1M
2
Man Group
Man Group
United Kingdom
-$18.2M
3
Millennium Management
Millennium Management
New York
-$16.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.85M
5
CIP
Chartwell Investment Partners
Pennsylvania
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$180K -$648K -70,636 -74%
Aberdeen Group
152
Aberdeen Group
United Kingdom
$163K +$3.8K +414 +2%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$162K -$320K -34,848 -61%
QC
154
Quadrature Capital
United Kingdom
$156K +$30K +3,273 +18%
JF
155
Jump Financial
Illinois
$156K +$197K +21,407 New
CIM
156
Cambria Investment Management
California
$153K +$27.5K +3,000 +17%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$149K – – –
SMDAM
158
Sumitomo Mitsui DS Asset Management
Japan
$145K – – –
SCM
159
Stevens Capital Management
Pennsylvania
$145K +$182K +19,797 New
CFA
160
Compass Financial Advisors
Indiana
$144K +$110 +12 +0.1%
AIM
161
Aigen Investment Management
New York
$143K -$211K -22,944 -54%
PWPS
162
Pinnacle Wealth Planning Services
Ohio
$142K +$179K +19,462 New
SAM
163
Shell Asset Management
Netherlands
$141K -$606 -66 -0.3%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$139K +$81.1K +8,834 +87%
CAN
165
Cetera Advisor Networks
California
$138K -$1.01K -110 -0.6%
VF
166
Virtu Financial
New York
$136K +$170K +18,570 New
CIA
167
Capital Investment Advisors
Georgia
$134K +$31.3K +3,415 +23%
BFM
168
Boothbay Fund Management
New York
$129K +$10.2K +1,116 +7%
AC
169
Anson Capital
Georgia
$126K +$159K +17,296 New
CANY
170
Caxton Associates (New York)
New York
$123K +$155K +16,832 New
MCM
171
MAI Capital Management
Ohio
$123K +$154K +16,810 New
Creative Planning
172
Creative Planning
Kansas
$122K +$17.1K +1,858 +13%
VPIM
173
Vanguard Personalized Indexing Management
California
$117K -$65.3K -7,117 -31%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$116K -$22.5K -2,450 -13%
OTL
175
Oak Thistle LLC
New York
$115K +$144K +15,734 New
5 6
7
8 9

PDM Hedge Fund Activity: Q1 2023 in Review

255 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2023, worth a combined $776M — down 16% from $924M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PDM and 35 opened new positions — a net loss of 3 holders — while 86 trimmed existing stakes and 97 added.

The largest buyer was BlackRock, adding an estimated $18.5M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $22.1M.

  • 255 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2023, down from 260 in Q4 2022.
  • Funds reported $776M of Piedmont Realty Trust stock for Q1 2023, down 16% quarter-over-quarter.
  • 35 funds opened new Piedmont Realty Trust positions in Q1 2023 and 38 closed out, a net change of -3 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2023 was BlackRock, an estimated $18.5M added.
  • The largest Piedmont Realty Trust seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.