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PDM

Piedmont Realty Trust
PDM

230 hedge funds and large institutions have $2.34B invested in Piedmont Realty Trust in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

5% more funds holding

Funds holding: 220 → 230 (+10)

8% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 73

1.34% less ownership

Funds ownership: 83.95% → 82.61% (-1.3%)

5% less capital invested

Capital invested by funds: $2.46B → $2.34B (-$124M)

Holders
230
Holders Change
+10
Holders Change %
+4.55%
% of All Funds
5.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
79
Reduced
73
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$26.3M
2
N
Nuveen
North Carolina
+$23.6M
3
Renaissance Technologies
Renaissance Technologies
New York
+$13.7M
4
BlackRock
BlackRock
New York
+$11.5M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$5.02M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$85.8M
2
Invesco
Invesco
Georgia
-$17.1M
3
BS
Banco Santander
Spain
-$15.1M
4
MWNA
Marshall Wace North America
New York
-$13.9M
5
Deutsche Bank
Deutsche Bank
Germany
-$8.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
176
Advisors Asset Management
Colorado
$183K -$4.1K -206 -2%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$140K – – –
HWM
178
Holloway Wealth Management
Florida
$135K – – –
ASN
179
Advisory Services Network
Georgia
$132K +$2.87K +144 +2%
APA
180
American Portfolios Advisors
New York
$116K +$118K +5,929 New
HCM
181
Highlander Capital Management
New Jersey
$107K -$15.6K -784 -13%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$107K +$18.4K +922 +20%
AFNAS
183
American Financial Network Advisory Services
California
$105K -$64.7K -3,249 -38%
PK
184
Pflug Koory
Nebraska
$92K – – –
BL
185
Balentine LLC
Georgia
$87K – – –
PAM
186
Panagora Asset Management
Massachusetts
$72K – – –
JCM
187
Jacobi Capital Management
Pennsylvania
$64K – – –
AIG
188
American International Group
New York
$59K +$60.4K +3,030 New
AIM
189
Advantage Investment Management
Iowa
$55K -$12.1K -607 -18%
AWA
190
Acorn Wealth Advisors
Michigan
$55K +$56.7K +2,848 New
II
191
Inspire Investing
Idaho
$54K +$54.7K +2,746 New
RFM
192
Royal Fund Management
Florida
$51K – – –
SGAM
193
Smith Group Asset Management
Texas
$47K +$11.1K +557 +29%
SSB
194
Sandy Spring Bank
Maryland
$45K – – –
IA
195
IFP Advisors
Florida
$39K -$234K -11,749 -86%
PRS
196
Pinkerton Retirement Specialists
Idaho
$37K – – –
AF
197
Allworth Financial
California
$36K – – –
FHA
198
First Horizon Advisors
Tennessee
$36K – – –
SIS
199
Sound Income Strategies
Florida
$35K +$38K +1,908 New
MAM
200
Meeder Asset Management
Ohio
$34K +$34.3K +1,721 New
6 7
8
9 10

PDM Hedge Fund Activity: Q4 2017 in Review

230 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2017, worth a combined $2.34B — down 5% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PDM positions and 31 closed out — a net gain of 11 holders — while 79 added to existing stakes and 73 trimmed.

The largest buyer was American Century Companies, adding an estimated $26.3M. The largest seller was Fidelity Investments, cutting an estimated $85.8M.

  • 230 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2017, up from 220 in Q3 2017.
  • Funds reported $2.34B of Piedmont Realty Trust stock for Q4 2017, down 5% quarter-over-quarter.
  • 42 funds opened new Piedmont Realty Trust positions in Q4 2017 and 31 closed out, a net change of +11 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2017 was American Century Companies, an estimated $26.3M added.
  • The largest Piedmont Realty Trust seller in Q4 2017 was Fidelity Investments, an estimated $85.8M sold.

Based on aggregated 13F filings for Q4 2017.