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PDM

Piedmont Realty Trust
PDM

201 hedge funds and large institutions have $2.34B invested in Piedmont Realty Trust in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

4% more funds holding

Funds holding: 193 → 201 (+8)

3% more capital invested

Capital invested by funds: $2.27B → $2.34B (+$66.3M)

3.05% less ownership

Funds ownership: 83.46% → 80.42% (-3%)

15% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 73

Holders
201
Holders Change
+8
Holders Change %
+4.15%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
62
Reduced
73
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$20.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$20.7M
3
Prudential Financial
Prudential Financial
New Jersey
+$7.82M
4
Morgan Stanley
Morgan Stanley
New York
+$7M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.56M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
2
Invesco
Invesco
Georgia
-$60.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.45M
4
ACI
AMP Capital Investors
Australia
-$3.18M
5
AAMU
APG Asset Management US
New York
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$88K -$15.6K -827 -15%
IRS
177
Invictus RG (Singapore)
Singapore
$81K +$59.2K +3,143 +270%
PAM
178
Panagora Asset Management
Massachusetts
$69K – – –
WTB
179
Washington Trust Bank
Washington
$60K – – –
Creative Planning
180
Creative Planning
Kansas
$57K +$13.2K +700 +30%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$40K +$6.25K +332 +19%
US Bancorp
182
US Bancorp
Minnesota
$39K -$6.83K -363 -15%
WA
183
WFG Advisors
Texas
$39K – – –
SF
184
Synovus Financial
Georgia
$31K – – –
CFA
185
Carroll Financial Associates
North Carolina
$30K +$29.6K +1,572 New
VIA
186
Vantage Investment Advisors
Pennsylvania
$29K – – –
IOOF
187
Independent Order of Foresters
Ontario, Canada
$26K – – –
CTC
188
Central Trust Company
Missouri
$22K – – –
PSUF
189
People's United Financial
Connecticut
$19K – – –
FHA
190
First Horizon Advisors
Tennessee
$17K -$5.8K -308 -26%
ASN
191
Advisory Services Network
Georgia
$17K +$16.4K +870 New
PFG
192
Pacific Financial Group
Washington
$12K +$11.8K +625 New
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$10K – – –
DAM
194
Delta Asset Management
Tennessee
$9K -$5.65K -300 -38%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$6K – – –
NFG
196
Next Financial Group
Texas
$4K -$89.4K -4,751 -96%
TWA
197
TCI Wealth Advisors
Arizona
$2K – – –
KTC
198
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
Manulife (Manufacturers Life Insurance)
199
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81 -$7.4K -393 -8%
BRWA
200
B. Riley Wealth Advisors
Florida
$13 +$12.5K +664 New
6 7
8
9 10

PDM Hedge Fund Activity: Q4 2014 in Review

201 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2014, worth a combined $2.34B — up 2.9% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PDM positions and 25 closed out — a net gain of 10 holders — while 62 added to existing stakes and 73 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $20.8M. The largest seller was Fidelity Investments, cutting an estimated $118M.

  • 201 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2014, up from 193 in Q3 2014.
  • Funds reported $2.34B of Piedmont Realty Trust stock for Q4 2014, up 2.9% quarter-over-quarter.
  • 35 funds opened new Piedmont Realty Trust positions in Q4 2014 and 25 closed out, a net change of +10 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2014 was Arrowstreet Capital, an estimated $20.8M added.
  • The largest Piedmont Realty Trust seller in Q4 2014 was Fidelity Investments, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2014.