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PDM

Piedmont Realty Trust

225 hedge funds and large institutions have $2.29B invested in Piedmont Realty Trust in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 87 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,188% more call options, than puts

Call options by funds: $343K | Put options by funds: $8K

21% more capital invested

Capital invested by funds: $1.9B → $2.29B (+$392M)

6.67% more ownership

Funds ownership: 81.4%88.07% (+6.7%)

3% less funds holding

Funds holding: 232225 (-7)

13% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 46

28% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 87

Holders
225
Holders Change
-7
Holders Change %
-3.02%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
63
Reduced
87
Closed
46
Calls
$343K
Puts
$8K
Net Calls
+$335K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
176
Centaurus Financial
California
$114K -$3.71K -200 -3%
ASN
177
Advisory Services Network
Georgia
$113K -$14.9K -804 -12%
AssetMark Inc
178
AssetMark Inc
California
$110K -$18.2K -980 -15%
PHK
179
Point72 Hong Kong
Hong Kong
$110K +$102K +5,523 New
APA
180
American Portfolios Advisors
New York
$108K
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$104K -$5.56K -300 -5%
SGAM
182
Smith Group Asset Management
Texas
$99K
PK
183
Pflug Koory
Nebraska
$93K
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$89K +$80.8K +4,358 +4,540%
AIM
185
Advantage Investment Management
Iowa
$78K -$23.7K -1,277 -25%
HCM
186
Highlander Capital Management
New Jersey
$77K
TRCT
187
Tower Research Capital (TRC)
New York
$75K +$11.5K +622 +20%
JCM
188
Jacobi Capital Management
Pennsylvania
$66K
FIB
189
First Interstate Bank
Montana
$60K +$55.6K +3,000 New
AWA
190
Acorn Wealth Advisors
Michigan
$56K
Simplex Trading
191
Simplex Trading
Illinois
$54K +$50.5K +2,724 New
RFM
192
Royal Fund Management
Florida
$52K
B
193
Bridgeworth
Alabama
$47K +$44K +2,373 New
SSB
194
Sandy Spring Bank
Maryland
$46K
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$43K +$40.4K +2,176 New
AF
196
Allworth Financial
California
$38K
PRS
197
Pinkerton Retirement Specialists
Idaho
$38K
SIS
198
Sound Income Strategies
Florida
$38K
FHA
199
First Horizon Advisors
Tennessee
$37K
OIA
200
OneDigital Investment Advisors
Kansas
$35K

PDM Hedge Fund Activity: Q2 2018 in Review

225 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q2 2018, worth a combined $2.29B — up 21% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PDM and 40 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 63 added.

The largest buyer was CBRE Investment Management Listed Real Assets, opening a new position worth an estimated $91.7M. The largest seller was Vanguard Group, cutting an estimated $34.6M.

  • 225 institutional investors held Piedmont Realty Trust (PDM) as of Q2 2018, down from 232 in Q1 2018.
  • Funds reported $2.29B of Piedmont Realty Trust stock for Q2 2018, up 21% quarter-over-quarter.
  • 40 funds opened new Piedmont Realty Trust positions in Q2 2018 and 46 closed out, a net change of -6 holders.
  • The largest Piedmont Realty Trust buyer in Q2 2018 was CBRE Investment Management Listed Real Assets, an estimated $91.7M added.
  • The largest Piedmont Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $34.6M sold.

Based on aggregated 13F filings for Q2 2018.