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PDM

Piedmont Realty Trust

204 hedge funds and large institutions have $2.01B invested in Piedmont Realty Trust in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

6% more funds holding

Funds holding: 192204 (+12)

4.15% more ownership

Funds ownership: 71.29%75.45% (+4.2%)

2% less capital invested

Capital invested by funds: $2.06B → $2.01B (-$51.2M)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 83

Holders
204
Holders Change
+12
Holders Change %
+6.25%
% of All Funds
5.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
61
Reduced
83
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$63K +$17.2K +994 +35%
PAM
177
Panagora Asset Management
Massachusetts
$60K +$30.3K +1,750 +92%
TFA
178
Transamerica Financial Advisors
Florida
$34K +$433 +25 +1%
ARMT
179
Amica Retiree Medical Trust
Rhode Island
$34K +$35.2K +2,036 New
TAM
180
Tocqueville Asset Management
New York
$34K +$36.1K +2,088 New
WA
181
WFG Advisors
Texas
$32K -$3.81K -220 -10%
SF
182
Synovus Financial
Georgia
$27K
TRCT
183
Tower Research Capital (TRC)
New York
$26K -$15.3K -884 -36%
CTC
184
Central Trust Company
Missouri
$26K -$7.75K -448 -22%
SCG
185
Strategic Capital Group
Washington
$26K
KCPG
186
Kavar Capital Partners Group
Kansas
$24K +$26K +1,500 New
DAM
187
Delta Asset Management
Tennessee
$23K
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$23K +$8.58K +496 +55%
AW
189
Alpha Windward
Massachusetts
$22K +$5.36K +310 +30%
VIA
190
Vantage Investment Advisors
Pennsylvania
$19K +$20.1K +1,161 New
BCI
191
Brinker Capital Investments
Pennsylvania
$14K
FHA
192
First Horizon Advisors
Tennessee
$14K +$14.7K +847 New
SSB
193
Sandy Spring Bank
Maryland
$11K
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8.72K +504 New
CWM
195
Cranbrook Wealth Management
Michigan
$7K +$7.75K +448 New
Envestnet Asset Management
196
Envestnet Asset Management
Illinois
$5K +$138 +8 +3%
FBT
197
Founders Bank & Trust
Michigan
$4K
FNBT
198
FineMark National Bank & Trust
Florida
$2K
TWA
199
TCI Wealth Advisors
Arizona
$2K
SGAM
200
Smith Group Asset Management
Texas
$2K +$225 +13 +14%