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PDM

Piedmont Realty Trust
PDM

211 hedge funds and large institutions have $2.14B invested in Piedmont Realty Trust in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.23B → $2.14B (-$89M)

2.79% less ownership

Funds ownership: 81.97% → 79.18% (-2.8%)

4% less funds holding

Funds holding: 219 → 211 (-8)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

36% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 94

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
60
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$59.9M
2
LSV Asset Management
LSV Asset Management
Illinois
+$39.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.9M
4
ACM
AEW Capital Management
Massachusetts
+$19.2M
5
Goldman Sachs
Goldman Sachs
New York
+$10M

Top Sellers

1
Invesco
Invesco
Georgia
-$131M
2
LPC
Long Pond Capital
New York
-$36.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$29.5M
4
American Century Companies
American Century Companies
Missouri
-$23.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$88K -$947 -53 -1%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$75K +$24.9K +1,396 +50%
BL
178
Balentine LLC
Georgia
$73K +$876 +49 +1%
Creative Planning
179
Creative Planning
Kansas
$70K +$70.2K +3,930 New
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$67K +$24.9K +1,392 +59%
PAM
181
Panagora Asset Management
Massachusetts
$65K – – –
ASN
182
Advisory Services Network
Georgia
$61K – – –
WTB
183
Washington Trust Bank
Washington
$57K – – –
ARMT
184
Amica Retiree Medical Trust
Rhode Island
$57K +$26.4K +1,475 +87%
Victory Capital Management
185
Victory Capital Management
Texas
$55K -$12K -673 -18%
CCMH
186
Cornerstone Capital Management Holdings
New York
$50K +$50.2K +2,809 New
US Bancorp
187
US Bancorp
Minnesota
$47K +$6.4K +358 +16%
Lazard Asset Management
188
Lazard Asset Management
New York
$41K – – –
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$38K +$37.7K +2,110 New
WA
190
WFG Advisors
Texas
$37K – – –
AF
191
Allworth Financial
California
$31K – – –
CFA
192
Carroll Financial Associates
North Carolina
$30K – – –
VIA
193
Vantage Investment Advisors
Pennsylvania
$28K – – –
KCPG
194
Kavar Capital Partners Group
Kansas
$26K – – –
CTC
195
Central Trust Company
Missouri
$21K – – –
PSUF
196
People's United Financial
Connecticut
$18K – – –
APSP
197
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K – – –
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.94K +556 New
TRCT
199
Tower Research Capital (TRC)
New York
$9K -$225K -12,609 -96%
DAM
200
Delta Asset Management
Tennessee
$9K – – –
6 7
8
9 10

PDM Hedge Fund Activity: Q3 2015 in Review

211 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2015, worth a combined $2.14B — down 4% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PDM and 18 opened new positions — a net loss of 7 holders — while 94 trimmed existing stakes and 60 added.

The largest buyer was Deutsche Bank, adding an estimated $59.9M. The largest seller was Invesco, cutting an estimated $131M.

  • 211 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2015, down from 219 in Q2 2015.
  • Funds reported $2.14B of Piedmont Realty Trust stock for Q3 2015, down 4% quarter-over-quarter.
  • 18 funds opened new Piedmont Realty Trust positions in Q3 2015 and 25 closed out, a net change of -7 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2015 was Deutsche Bank, an estimated $59.9M added.
  • The largest Piedmont Realty Trust seller in Q3 2015 was Invesco, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2015.