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PDM

Piedmont Realty Trust

195 hedge funds and large institutions have $2.09B invested in Piedmont Realty Trust in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.46% more ownership

Funds ownership: 75.45%78.91% (+3.5%)

4% more capital invested

Capital invested by funds: $2.01B → $2.09B (+$79.4M)

4% less funds holding

Funds holding: 204195 (-9)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

43% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 92

Holders
195
Holders Change
-9
Holders Change %
-4.41%
% of All Funds
5.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
52
Reduced
92
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
176
Synovus Financial
Georgia
$28K
CTC
177
Central Trust Company
Missouri
$27K
VIA
178
Vantage Investment Advisors
Pennsylvania
$27K +$6.48K +387 +33%
SCG
179
Strategic Capital Group
Washington
$26K
KCPG
180
Kavar Capital Partners Group
Kansas
$25K
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$24K
AW
182
Alpha Windward
Massachusetts
$23K
TFA
183
Transamerica Financial Advisors
Florida
$19K -$16.5K -987 -48%
DAM
184
Delta Asset Management
Tennessee
$17K -$6.3K -376 -27%
BCI
185
Brinker Capital Investments
Pennsylvania
$14K
FHA
186
First Horizon Advisors
Tennessee
$12K -$2.29K -137 -16%
CWM
187
Cranbrook Wealth Management
Michigan
$8K
FBT
188
Founders Bank & Trust
Michigan
$5K
TWA
189
TCI Wealth Advisors
Arizona
$3K +$234 +14 +10%
WEC
190
Winslow Evans & Crocker
Massachusetts
$2.37K
FNBT
191
FineMark National Bank & Trust
Florida
$2K
SGAM
192
Smith Group Asset Management
Texas
$2K
KTC
193
Kistler-Tiffany Companies
Pennsylvania
$1K
PAS
194
Partnervest Advisory Services
California
$1K
Manulife (Manufacturers Life Insurance)
195
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82
Arrowstreet Capital
196
Arrowstreet Capital
Massachusetts
-$7.07M -427,750 Closed
Neuberger Berman Group
197
Neuberger Berman Group
New York
-$2.06M -124,500 Closed
BFG
198
Beacon Financial Group
Texas
-$773K -46,081 Closed
B
199
Bailard
California
-$481K -29,100 Closed
SC
200
Sumit Capital
New York
-$455K -27,540 Closed

PDM Hedge Fund Activity: Q1 2014 in Review

195 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2014, worth a combined $2.09B — up 4% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PDM and 11 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 52 added.

The largest buyer was Fidelity Investments, adding an estimated $87.9M. The largest seller was Deutsche Bank, cutting an estimated $51.3M.

  • 195 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2014, down from 204 in Q4 2013.
  • Funds reported $2.09B of Piedmont Realty Trust stock for Q1 2014, up 4% quarter-over-quarter.
  • 11 funds opened new Piedmont Realty Trust positions in Q1 2014 and 19 closed out, a net change of -8 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2014 was Fidelity Investments, an estimated $87.9M added.
  • The largest Piedmont Realty Trust seller in Q1 2014 was Deutsche Bank, an estimated $51.3M sold.

Based on aggregated 13F filings for Q1 2014.