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PDM

Piedmont Realty Trust

233 hedge funds and large institutions have $1.72B invested in Piedmont Realty Trust in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,197% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $211K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

21% more capital invested

Capital invested by funds: $1.42B → $1.72B (+$301M)

18% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 73

0.6% more ownership

Funds ownership: 83.53%84.12% (+0.6%)

6% less funds holding

Funds holding: 248233 (-15)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

Holders
233
Holders Change
-15
Holders Change %
-6.05%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
86
Reduced
73
Closed
41
Calls
$2.74M
Puts
$211K
Net Calls
+$2.53M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
176
Harvest Fund Management
China
$86K +$13.3K +903 +21%
VanEck Associates
177
VanEck Associates
New York
$82K +$18.6K +1,264 +33%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$77K
PK
179
Pflug Koory
Nebraska
$76K
Acadian Asset Management
180
Acadian Asset Management
Massachusetts
$56K +$50.7K +3,443 New
AF
181
Allworth Financial
California
$53K -$5.11K -347 -10%
PS
182
Planned Solutions
California
$49K
NICM
183
Neo Ivy Capital Management
New York
$46K +$42K +2,853 New
Bessemer Group
184
Bessemer Group
New Jersey
$41K -$74.1K -5,035 -67%
SSB
185
Sandy Spring Bank
Maryland
$37K
AWA
186
Arkadios Wealth Advisors
Georgia
$35K
ASN
187
Advisory Services Network
Georgia
$31K -$1.09K -74 -4%
SIS
188
Sound Income Strategies
Florida
$31K
CWP
189
Concord Wealth Partners
Virginia
$30K +$27K +1,832 New
FWM
190
FSA Wealth Management
Massachusetts
$30K +$27.6K +1,877 New
MF
191
Manchester Financial
California
$29K
SIAP
192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K
SWM
193
Sugarloaf Wealth Management
Georgia
$28K
BFEC
194
Benjamin F. Edwards & Company
Missouri
$22K
LB
195
Legacy Bridge
Iowa
$22K
PWPS
196
Pinnacle Wealth Planning Services
Ohio
$22K +$19.2K +1,307 New
BWM
197
BerganKDV Wealth Management
Minnesota
$21K
PWM
198
Perigon Wealth Management
California
$21K +$18.7K +1,272 New
DAC
199
Dividend Assets Capital
South Carolina
$21K +$19.2K +1,304 New
TWM
200
Tradition Wealth Management
Minnesota
$20K +$17.9K +1,216 New

PDM Hedge Fund Activity: Q4 2020 in Review

233 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2020, worth a combined $1.72B — up 21% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PDM and 29 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 86 added.

The largest buyer was Wellington Management Group, adding an estimated $27.7M. The largest seller was American Century Companies, exiting entirely with an estimated $30.2M sold.

  • 233 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2020, down from 248 in Q3 2020.
  • Funds reported $1.72B of Piedmont Realty Trust stock for Q4 2020, up 21% quarter-over-quarter.
  • 29 funds opened new Piedmont Realty Trust positions in Q4 2020 and 41 closed out, a net change of -12 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2020 was Wellington Management Group, an estimated $27.7M added.
  • The largest Piedmont Realty Trust seller in Q4 2020 was American Century Companies, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2020.