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PDM

Piedmont Realty Trust

252 hedge funds and large institutions have $1.91B invested in Piedmont Realty Trust in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 85.63%86.02% (+0.38%)

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

1% less funds holding

Funds holding: 254252 (-2)

2% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 82

20% less capital invested

Capital invested by funds: $2.4B → $1.91B (-$485M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
41
Increased
80
Reduced
82
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$194K
RIM
177
Redpoint Investment Management
Australia
$190K +$12.1K +562 +5%
TWM
178
Titus Wealth Management
California
$185K
PG
179
Prostatis Group
Maryland
$182K +$222K +10,295 New
AssetMark Inc
180
AssetMark Inc
California
$179K -$13.1K -606 -6%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$178K +$218K +10,091 New
MWNA
182
Marshall Wace North America
New York
$115K +$140K +6,480 New
APA
183
American Portfolios Advisors
New York
$95.9K
FC
184
FORA Capital
Florida
$93K -$34.5K -1,601 -23%
PK
185
Pflug Koory
Nebraska
$83K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$77K
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$74K +$8.62K +400 +10%
HCM
188
Highlander Capital Management
New Jersey
$57K
FCA
189
FinTrust Capital Advisors
South Carolina
$54K +$59.5K +2,760 +1,011%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$46K -$64.7K -3,000 -53%
RFM
191
Royal Fund Management
Florida
$46K
SSB
192
Sandy Spring Bank
Maryland
$41K
PCM
193
Prelude Capital Management
New York
$40K -$235K -10,921 -83%
OPS
194
Orion Portfolio Solutions
Nebraska
$40K -$46K -2,133 -48%
AWA
195
Arkadios Wealth Advisors
Georgia
$39.1K
AF
196
Allworth Financial
California
$34K
SIS
197
Sound Income Strategies
Florida
$34K
MF
198
Manchester Financial
California
$32K -$3.23K -150 -8%
SWM
199
Sugarloaf Wealth Management
Georgia
$31K
SIAP
200
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K

PDM Hedge Fund Activity: Q1 2020 in Review

252 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2020, worth a combined $1.91B — down 20% from $2.4B a quarter earlier.

Fund positioning in PDM was balanced in Q1 2020: 41 funds opened new positions, 41 closed out, 80 added to existing stakes and 82 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $20.4M. The largest seller was Morgan Stanley, cutting an estimated $44.7M.

  • 252 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2020, down from 254 in Q4 2019.
  • Funds reported $1.91B of Piedmont Realty Trust stock for Q1 2020, down 20% quarter-over-quarter.
  • 41 funds opened new Piedmont Realty Trust positions in Q1 2020 and 41 closed out, a net change of 0 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2020 was Fuller & Thaler Asset Management, an estimated $20.4M added.
  • The largest Piedmont Realty Trust seller in Q1 2020 was Morgan Stanley, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2020.