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PDM

Piedmont Realty Trust

211 hedge funds and large institutions have $2.57B invested in Piedmont Realty Trust in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 211211 (0)

3% less capital invested

Capital invested by funds: $2.65B → $2.57B (-$73.2M)

9% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 78

1.35% less ownership

Funds ownership: 85.35%84% (-1.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
211
Holders Change
Holders Change %
0%
% of All Funds
5.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
71
Reduced
78
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$96K -$757 -35 -0.8%
BL
177
Balentine LLC
Georgia
$93K +$95.3K +4,406 New
Manulife (Manufacturers Life Insurance)
178
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89K +$6.16K +285 +7%
PAM
179
Panagora Asset Management
Massachusetts
$77K
AIM
180
Advantage Investment Management
Iowa
$70K
JCM
181
Jacobi Capital Management
Pennsylvania
$67K
AIG
182
American International Group
New York
$66K -$15.6K -721 -19%
IPC
183
Independent Portfolio Consultants
Florida
$63K -$38.8K -1,793 -37%
RFM
184
Royal Fund Management
Florida
$55K
SSB
185
Sandy Spring Bank
Maryland
$48K
OIA
186
OneDigital Investment Advisors
Kansas
$40K +$41.5K +1,917 New
FHA
187
First Horizon Advisors
Tennessee
$39K
SGAM
188
Smith Group Asset Management
Texas
$39K +$32.2K +1,488 +360%
AF
189
Allworth Financial
California
$38K
CFA
190
Carroll Financial Associates
North Carolina
$24K
PS
191
Portfolio Solutions
Michigan
$22K
CFD
192
Creative Financial Designs
Indiana
$15K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$12K
AIL
194
AGF Investments LLC
Ontario, Canada
$9K
CTC
195
Central Trust Company
Missouri
$8K
CB
196
Community Bank
New York
$7K
CAW
197
Cornerstone Advisors (Washington)
Washington
$7K
OFW
198
Omnia Family Wealth
Florida
$7K +$2.7K +125 +58%
NA
199
NewEdge Advisors
Louisiana
$6.55K +$7.01K +324 New
US Bancorp
200
US Bancorp
Minnesota
$6K +$1.1K +51 +24%

PDM Hedge Fund Activity: Q2 2017 in Review

211 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q2 2017, worth a combined $2.57B — down 2.8% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PDM positions and 23 closed out — a net gain of 1 holder — while 71 added to existing stakes and 78 trimmed.

The largest buyer was Nuveen, adding an estimated $20M. The largest seller was AJO LP, cutting an estimated $81M.

  • 211 institutional investors held Piedmont Realty Trust (PDM) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $2.57B of Piedmont Realty Trust stock for Q2 2017, down 2.8% quarter-over-quarter.
  • 24 funds opened new Piedmont Realty Trust positions in Q2 2017 and 23 closed out, a net change of +1 holder.
  • The largest Piedmont Realty Trust buyer in Q2 2017 was Nuveen, an estimated $20M added.
  • The largest Piedmont Realty Trust seller in Q2 2017 was AJO LP, an estimated $81M sold.

Based on aggregated 13F filings for Q2 2017.