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PDM

Piedmont Realty Trust

244 hedge funds and large institutions have $1.1B invested in Piedmont Realty Trust in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

2.02% more ownership

Funds ownership: 82.6%84.62% (+2%)

2% less funds holding

Funds holding: 250244 (-6)

18% less capital invested

Capital invested by funds: $1.35B → $1.1B (-$249M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $137K

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
96
Reduced
84
Closed
25
Calls
Puts
$137K
Net Calls
-$137K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$136K +$603 +48 +0.4%
Principal Financial Group
177
Principal Financial Group
Iowa
$134K +$160K +12,705 New
Grantham, Mayo, Van Otterloo & Co (GMO)
178
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$132K -$200K -15,900 -56%
NAM
179
Nissay Asset Management
Japan
$132K
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$121K -$20.5K -1,629 -12%
M&T Bank
181
M&T Bank
New York
$118K +$9.79K +780 +7%
PCI
182
Planning Center Inc
Illinois
$113K
New York State Teachers Retirement System (NYSTRS)
183
New York State Teachers Retirement System (NYSTRS)
New York
$112K -$5.02K -400 -4%
TRCT
184
Tower Research Capital (TRC)
New York
$108K +$37K +2,950 +41%
BFG
185
Berger Financial Group
Minnesota
$106K
AIP
186
Ameritas Investment Partners
Nebraska
$100K
SOW
187
State of Wyoming
Wyoming
$99K +$118K +9,374 New
APA
188
American Portfolios Advisors
New York
$94.5K
IA
189
IFP Advisors
Florida
$94K +$527 +42 +0.9%
AWM
190
Accel Wealth Management
Iowa
$91K +$1.31K +104 +1%
HFM
191
Harvest Fund Management
China
$76K
VanEck Associates
192
VanEck Associates
New York
$75K -$51K -4,064 -36%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$50K -$4.41K -351 -7%
PK
194
Pflug Koory
Nebraska
$49K
SWM
195
Spire Wealth Management
Virginia
$46K -$32.2K -2,561 -37%
WFA
196
Wipfli Financial Advisors
Wisconsin
$43K +$51.7K +4,119 New
PA
197
Parallel Advisors
California
$36K +$28.5K +2,273 +206%
TPCW
198
TD Private Client Wealth
New York
$35.1K +$12.6K +1,007 +43%
WAM
199
Wolverine Asset Management
Illinois
$35K +$42.3K +3,370 New
ZIG
200
Zullo Investment Group
Pennsylvania
$26K

PDM Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2022, worth a combined $1.1B — down 18% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PDM and 20 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 96 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $18.7M. The largest seller was Fidelity Investments, cutting an estimated $10.4M.

  • 244 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2022, down from 250 in Q2 2022.
  • Funds reported $1.1B of Piedmont Realty Trust stock for Q3 2022, down 18% quarter-over-quarter.
  • 20 funds opened new Piedmont Realty Trust positions in Q3 2022 and 25 closed out, a net change of -5 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2022 was Fuller & Thaler Asset Management, an estimated $18.7M added.
  • The largest Piedmont Realty Trust seller in Q3 2022 was Fidelity Investments, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2022.