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PDM

Piedmont Realty Trust
PDM

232 hedge funds and large institutions have $1.83B invested in Piedmont Realty Trust in 2018 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

2% more funds holding

Funds holding: 228 → 232 (+4)

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

3.58% less ownership

Funds ownership: 87.14% → 83.56% (-3.6%)

15% less capital invested

Capital invested by funds: $2.16B → $1.83B (-$330M)

Holders
232
Holders Change
+4
Holders Change %
+1.75%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
74
Reduced
77
Closed
32
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$13.4M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$12.7M
3
Renaissance Technologies
Renaissance Technologies
New York
+$8.87M
4
BlackRock
BlackRock
New York
+$6.82M
5
Morgan Stanley
Morgan Stanley
New York
+$5.78M

Top Sellers

1
ACM
AEW Capital Management
Massachusetts
-$26.8M
2
CWM
Cornerstone Wealth Management
Missouri
-$23.6M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$18.8M
4
Goldman Sachs
Goldman Sachs
New York
-$15.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
176
Marshall Wace
United Kingdom
$164K +$176K +9,654 New
PHK
177
Point72 Hong Kong
Hong Kong
$154K +$107K +5,895 +189%
FHB
178
First Hawaiian Bank
Hawaii
$145K – – –
HWM
179
Holloway Wealth Management
Florida
$135K – – –
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$110K – – –
ASN
181
Advisory Services Network
Georgia
$98K – – –
AssetMark Inc
182
AssetMark Inc
California
$94K -$4.76K -262 -5%
APA
183
American Portfolios Advisors
New York
$92.5K – – –
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$89K -$37K -2,035 -28%
WAM
185
Wealthspire Advisors (Maryland)
Maryland
$84K +$8.22K +452 +10%
PK
186
Pflug Koory
Nebraska
$80K – – –
RFC
187
Regions Financial Corp
Alabama
$70K – – –
AIM
188
Advantage Investment Management
Iowa
$67K – – –
LC
189
Lavaca Capital
Texas
$58K +$61.8K +3,400 New
JCM
190
Jacobi Capital Management
Pennsylvania
$57K – – –
HCM
191
Highlander Capital Management
New Jersey
$55K -$11.4K -628 -16%
QT
192
Quantbot Technologies
New York
$52K +$56.4K +3,100 New
RFM
193
Royal Fund Management
Florida
$44K – – –
CIAS
194
Capital Investment Advisory Services
North Carolina
$43K +$45.4K +2,498 New
SSB
195
Sandy Spring Bank
Maryland
$39K – – –
AF
196
Allworth Financial
California
$33K – – –
SIS
197
Sound Income Strategies
Florida
$33K – – –
FHA
198
First Horizon Advisors
Tennessee
$31K – – –
PI
199
PineBridge Investments
New York
$29K – – –
SWM
200
SeaCrest Wealth Management
New York
$26K – – –
6 7
8
9 10

PDM Hedge Fund Activity: Q4 2018 in Review

232 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2018, worth a combined $1.83B — down 15% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PDM positions and 32 closed out — a net gain of 4 holders — while 74 added to existing stakes and 77 trimmed.

The largest buyer was Prudential Financial, adding an estimated $13.4M. The largest seller was AEW Capital Management, cutting an estimated $26.8M.

  • 232 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2018, up from 228 in Q3 2018.
  • Funds reported $1.83B of Piedmont Realty Trust stock for Q4 2018, down 15% quarter-over-quarter.
  • 36 funds opened new Piedmont Realty Trust positions in Q4 2018 and 32 closed out, a net change of +4 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2018 was Prudential Financial, an estimated $13.4M added.
  • The largest Piedmont Realty Trust seller in Q4 2018 was AEW Capital Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2018.