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PDM

Piedmont Realty Trust

255 hedge funds and large institutions have $776M invested in Piedmont Realty Trust in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 86

1.45% more ownership

Funds ownership: 82.96%84.41% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 260255 (-5)

16% less capital invested

Capital invested by funds: $924M → $776M (-$149M)

72% less call options, than puts

Call options by funds: $202K | Put options by funds: $724K

Holders
255
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
97
Reduced
86
Closed
38
Calls
$202K
Puts
$724K
Net Calls
-$522K
Net Calls Change
-$503K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
176
Nissay Asset Management
Japan
$110K +$24K +2,612 +21%
Mariner
177
Mariner
Kansas
$108K +$136K +14,780 New
Walleye Trading
178
Walleye Trading
New York
$108K +$39.5K +4,306 +41%
ProShare Advisors
179
ProShare Advisors
Maryland
$106K -$12.4K -1,350 -9%
QCG
180
Quadrant Capital Group
Ohio
$104K +$70K +7,624 +115%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$104K +$17.1K +1,864 +15%
VIA
182
Vident Investment Advisory
Georgia
$101K -$30.7K -3,346 -19%
PAG
183
Private Advisor Group
New Jersey
$100K
Victory Capital Management
184
Victory Capital Management
Texas
$99.9K -$1.63K -177 -1%
NCM
185
Novare Capital Management
North Carolina
$99.9K
Mackenzie Financial
186
Mackenzie Financial
Ontario, Canada
$99.5K -$9 -1 -0%
VanEck Associates
187
VanEck Associates
New York
$98K +$6.4K +697 +5%
DWM
188
Dakota Wealth Management
Florida
$95.4K -$1.11K -121 -0.9%
AF
189
Allworth Financial
California
$95K -$597 -65 -0.5%
AB
190
Amalgamated Bank
New York
$93K -$29.6K -3,221 -20%
SOW
191
State of Wyoming
Wyoming
$89.8K +$86K +9,373 +320%
GAM
192
Gotham Asset Management
New York
$89.5K +$113K +12,260 New
ECM
193
Evergreen Capital Management
Washington
$87.7K +$110K +12,017 New
M&T Bank
194
M&T Bank
New York
$82.3K
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$80.5K +$101K +11,033 New
US Bancorp
196
US Bancorp
Minnesota
$77.8K -$167K -18,241 -63%
PCI
197
Planning Center Inc
Illinois
$77.2K -$551 -60 -0.5%
New York State Teachers Retirement System (NYSTRS)
198
New York State Teachers Retirement System (NYSTRS)
New York
$77K
MLICM
199
Metropolitan Life Insurance Company (MetLife)
New York
$76.4K -$9.4K -1,024 -9%
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$76K -$22.6K -2,461 -19%

PDM Hedge Fund Activity: Q1 2023 in Review

255 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2023, worth a combined $776M — down 16% from $924M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PDM and 35 opened new positions — a net loss of 3 holders — while 86 trimmed existing stakes and 97 added.

The largest buyer was BlackRock, adding an estimated $18.5M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $22.1M.

  • 255 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2023, down from 260 in Q4 2022.
  • Funds reported $776M of Piedmont Realty Trust stock for Q1 2023, down 16% quarter-over-quarter.
  • 35 funds opened new Piedmont Realty Trust positions in Q1 2023 and 38 closed out, a net change of -3 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2023 was BlackRock, an estimated $18.5M added.
  • The largest Piedmont Realty Trust seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.