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PDM

Piedmont Realty Trust

237 hedge funds and large institutions have $747M invested in Piedmont Realty Trust in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,124% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $37K

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

0% more funds holding

Funds holding: 237237 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 86.72%85.81% (-0.9%)

2% less capital invested

Capital invested by funds: $764M → $747M (-$16.9M)

Holders
237
Holders Change
Holders Change %
0%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
85
Reduced
84
Closed
23
Calls
$1.19M
Puts
$37K
Net Calls
+$1.16M
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Accel Wealth Management
Iowa
$81.8K
BCM
177
Bayesian Capital Management
New York
$80.8K +$77.1K +11,500 New
CCIA
178
Campbell & Co Investment Adviser
Maryland
$80.4K -$26.3K -3,931 -26%
UCFA
179
United Capital Financial Advisors
Texas
$79.3K -$8.89K -1,327 -11%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$77K +$21.5K +3,206 +41%
AP
181
Adero Partners
California
$76.5K +$5.41K +807 +8%
Squarepoint
182
Squarepoint
New York
$74.8K -$163K -24,297 -70%
FTDI
183
First Trust Direct Indexing
Massachusetts
$72.8K +$69.4K +10,361 New
US Bancorp
184
US Bancorp
Minnesota
$71K +$141 +21 +0.2%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$66.8K -$7.07K -1,055 -10%
AF
186
Allworth Financial
California
$56.7K -$53.1K -7,931 -50%
PAS
187
Point72 Asia (Singapore)
Singapore
$38.5K +$36.7K +5,480 New
PH
188
Pinnacle Holdings
Oklahoma
$37.6K +$35.8K +5,345 New
HI
189
Harbour Investments
Wisconsin
$33.7K +$12.8K +1,908 +66%
PK
190
Pflug Koory
Nebraska
$32.9K
GRP
191
Global Retirement Partners
California
$32.9K
AB
192
Amalgamated Bank
New York
$30K -$44.3K -6,613 -61%
FFA
193
Farther Finance Advisors
California
$28.2K -$1.29K -192 -4%
Point72 Asset Management
194
Point72 Asset Management
Connecticut
$23.9K -$8.71K -1,300 -28%
BTI
195
Blue Trust Inc
Georgia
$23.7K -$2.52K -376 -10%
TPCW
196
TD Private Client Wealth
New York
$22.8K
LC
197
Lindbrook Capital
California
$18.8K +$10K +1,499 +127%
GI
198
GAMMA Investing
California
$17.5K -$1.94K -289 -10%
RA
199
Rise Advisors
New York
$13.7K +$462 +69 +4%
SIS
200
Sound Income Strategies
Florida
$13.4K

PDM Hedge Fund Activity: Q1 2024 in Review

237 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2024, worth a combined $747M — down 2.2% from $764M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PDM positions and 23 closed out — a net gain of 2 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was Wilsey Asset Management, adding an estimated $4.46M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.

  • 237 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $747M of Piedmont Realty Trust stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 25 funds opened new Piedmont Realty Trust positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2024 was Wilsey Asset Management, an estimated $4.46M added.
  • The largest Piedmont Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2024.