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PDM

Piedmont Realty Trust
PDM

211 hedge funds and large institutions have $2.14B invested in Piedmont Realty Trust in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.23B → $2.14B (-$89M)

2.79% less ownership

Funds ownership: 81.97% → 79.18% (-2.8%)

4% less funds holding

Funds holding: 219 → 211 (-8)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

36% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 94

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
5.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
60
Reduced
94
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$59.9M
2
LSV Asset Management
LSV Asset Management
Illinois
+$39.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.9M
4
ACM
AEW Capital Management
Massachusetts
+$19.2M
5
Goldman Sachs
Goldman Sachs
New York
+$10M

Top Sellers

1
Invesco
Invesco
Georgia
-$131M
2
LPC
Long Pond Capital
New York
-$36.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$29.5M
4
American Century Companies
American Century Companies
Missouri
-$23.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$7K +$6.63K +371 New
N
202
Nuveen
North Carolina
$6.43K +$6.43M +359,716 New
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$6K – – –
NSIM
204
North Star Investment Management
Illinois
$5K – – –
SGAM
205
Smith Group Asset Management
Texas
$5K – – –
AWS
206
Aris Wealth Services
Pennsylvania
$4K +$3.57K +200 New
NFG
207
Next Financial Group
Texas
$3K – – –
GI
208
Gradient Investments
Minnesota
$2K -$25.7K -1,436 -92%
TWA
209
TCI Wealth Advisors
Arizona
$2K – – –
FPFS
210
First Personal Financial Services
North Carolina
$1K – – –
RPG
211
Risk Paradigm Group
Texas
$465 +$465 +26 New
Manulife (Manufacturers Life Insurance)
212
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77 – – –
LPC
213
Long Pond Capital
New York
– -$36.8M -2,090,460 Closed
Arrowstreet Capital
214
Arrowstreet Capital
Massachusetts
– -$14.8M -841,166 Closed
ESCM
215
Echo Street Capital Management
New York
– -$13.7M -777,881 Closed
DCM
216
Dupont Capital Management
Delaware
– -$2.95M -167,900 Closed
DC
217
Deere & Company
Illinois
– -$2.03M -115,207 Closed
HCA
218
Horan Capital Advisors
Ohio
– -$1.86M -105,625 Closed
UOC
219
UBS O'Connor
Illinois
– -$924K -52,550 Closed
PAM
220
Paradigm Asset Management
New York
– -$770K -43,800 Closed
D.E. Shaw & Co
221
D.E. Shaw & Co
New York
– -$552K -31,367 Closed
Millennium Management
222
Millennium Management
New York
– -$475K -27,000 Closed
ACI
223
Advance Capital I
Michigan
– -$457K -26,000 Closed
NCCM
224
Nine Chapters Capital Management
New Jersey
– -$373K -21,200 Closed
NEIRG
225
New England Investment & Retirement Group
Massachusetts
– -$323K -17,622 Closed
6 7 8
9
10

PDM Hedge Fund Activity: Q3 2015 in Review

211 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2015, worth a combined $2.14B — down 4% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PDM and 18 opened new positions — a net loss of 7 holders — while 94 trimmed existing stakes and 60 added.

The largest buyer was Deutsche Bank, adding an estimated $59.9M. The largest seller was Invesco, cutting an estimated $131M.

  • 211 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2015, down from 219 in Q2 2015.
  • Funds reported $2.14B of Piedmont Realty Trust stock for Q3 2015, down 4% quarter-over-quarter.
  • 18 funds opened new Piedmont Realty Trust positions in Q3 2015 and 25 closed out, a net change of -7 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2015 was Deutsche Bank, an estimated $59.9M added.
  • The largest Piedmont Realty Trust seller in Q3 2015 was Invesco, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2015.