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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
VIA
176
Vantage Investment Advisors
Pennsylvania
$27K – – –
SCA
177
Strategic Capital Alternatives
United States
$27K +$29.6K +1,544 New
HCM
178
Highlander Capital Management
New Jersey
$26.4K +$28.7K +1,497 New
IOOF
179
Independent Order of Foresters
Ontario, Canada
$25K -$375K -19,525 -93%
CTC
180
Central Trust Company
Missouri
$21K -$7.67K -400 -26%
FHA
181
First Horizon Advisors
Tennessee
$21K -$3.4K -177 -13%
IRS
182
Invictus RG (Singapore)
Singapore
$21K +$22.3K +1,163 New
PSUF
183
People's United Financial
Connecticut
$18K – – –
DAM
184
Delta Asset Management
Tennessee
$14K – – –
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$9K +$1.17K +61 +13%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$6K +$6.54K +341 New
FBT
187
Founders Bank & Trust
Michigan
$5K – – –
SGAM
188
Smith Group Asset Management
Texas
$2K – – –
TWA
189
TCI Wealth Advisors
Arizona
$2K – – –
TRCT
190
Tower Research Capital (TRC)
New York
$2K +$1.27K +66 +108%
PTC
191
Private Trust Company
Ohio
$2K +$1.48K +77 +285%
KTC
192
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
Manulife (Manufacturers Life Insurance)
193
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83 -$2.07K -108 -2%
Millennium Management
194
Millennium Management
New York
– -$2.05M -108,196 Closed
ERSOT
195
Employees Retirement System of Texas
Texas
– -$1.35M -71,500 Closed
FAAS
196
First Allied Advisory Services
California
– -$710K -37,516 Closed
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
– -$364K -19,239 Closed
CNB
198
City National Bank
California
– -$331K -17,485 Closed
APFBOT
199
Amica Pension Fund Board of Trustees
Rhode Island
– -$253K -13,347 Closed
SMDAM
200
Sumitomo Mitsui DS Asset Management
Japan
– -$250K -13,200 Closed
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.