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PDM

Piedmont Realty Trust

228 hedge funds and large institutions have $2.16B invested in Piedmont Realty Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 225228 (+3)

0.93% less ownership

Funds ownership: 88.07%87.14% (-0.93%)

6% less capital invested

Capital invested by funds: $2.29B → $2.16B (-$130M)

45% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 96

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
53
Reduced
96
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
176
Holloway Wealth Management
Florida
$130K
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$122K
ASN
178
Advisory Services Network
Georgia
$109K +$39 +2 +0%
AssetMark Inc
179
AssetMark Inc
California
$109K +$4.51K +229 +4%
APA
180
American Portfolios Advisors
New York
$103K
PK
181
Pflug Koory
Nebraska
$89K
WAM
182
Wealthspire Advisors (Maryland)
Maryland
$84K
RFC
183
Regions Financial Corp
Alabama
$77K -$130K -6,620 -62%
AIM
184
Advantage Investment Management
Iowa
$74K +$237 +12 +0.3%
HCM
185
Highlander Capital Management
New Jersey
$73K
JCM
186
Jacobi Capital Management
Pennsylvania
$63K
WSTAM
187
Wilbanks Smith & Thomas Asset Management
Virginia
$63K +$65.4K +3,318 New
PHK
188
Point72 Hong Kong
Hong Kong
$59K -$47.3K -2,402 -43%
RFM
189
Royal Fund Management
Florida
$49K
SSB
190
Sandy Spring Bank
Maryland
$43K
SGAM
191
Smith Group Asset Management
Texas
$36K -$59.6K -3,024 -61%
AF
192
Allworth Financial
California
$36K
SIS
193
Sound Income Strategies
Florida
$36K
FHA
194
First Horizon Advisors
Tennessee
$35K
Parallax Volatility Advisers
195
Parallax Volatility Advisers
California
$35K +$26.4K +1,341 +268%
OIA
196
OneDigital Investment Advisors
Kansas
$33K
PI
197
PineBridge Investments
New York
$33K
TRCT
198
Tower Research Capital (TRC)
New York
$29K -$44.5K -2,260 -60%
Simplex Trading
199
Simplex Trading
Illinois
$29K -$23.3K -1,180 -43%
SWM
200
SeaCrest Wealth Management
New York
$28K

PDM Hedge Fund Activity: Q3 2018 in Review

228 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2018, worth a combined $2.16B — down 5.7% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PDM positions and 27 closed out — a net gain of 3 holders — while 53 added to existing stakes and 96 trimmed.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $18.2M. The largest seller was Goldman Sachs, cutting an estimated $23.2M.

  • 228 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2018, up from 225 in Q2 2018.
  • Funds reported $2.16B of Piedmont Realty Trust stock for Q3 2018, down 5.7% quarter-over-quarter.
  • 30 funds opened new Piedmont Realty Trust positions in Q3 2018 and 27 closed out, a net change of +3 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2018 was NN Investment Partners Holdings, an estimated $18.2M added.
  • The largest Piedmont Realty Trust seller in Q3 2018 was Goldman Sachs, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2018.