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PDM

Piedmont Realty Trust
PDM

214 hedge funds and large institutions have $2.3B invested in Piedmont Realty Trust in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

8% more capital invested

Capital invested by funds: $2.14B → $2.3B (+$161M)

4.47% more ownership

Funds ownership: 79.18% → 83.64% (+4.5%)

1% more funds holding

Funds holding: 211 → 214 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
5.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
73
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.8M
2
LSV Asset Management
LSV Asset Management
Illinois
+$22.7M
3
ACM
AEW Capital Management
Massachusetts
+$20.2M
4
SCRM
Security Capital Research & Management
Illinois
+$12M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.69M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$13.7M
2
SAMC
Shinko Asset Management Company
Japan
-$11.1M
3
Invesco
Invesco
Georgia
-$9.61M
4
American Century Companies
American Century Companies
Missouri
-$7.88M
5
PMG
Private Management Group
California
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
201
Asset Planning Services (Pennsylvania)
Pennsylvania
$16K – – –
KM
202
Kalos Management
Georgia
$15K – – –
PCM
203
Penserra Capital Management
California
$15K +$15.6K +816 New
QI
204
QS Investors
New York
$11K +$11.1K +578 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
CB
206
Community Bank
New York
$10K +$10.4K +543 New
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$6K – – –
NSIM
208
North Star Investment Management
Illinois
$5K – – –
SGAM
209
Smith Group Asset Management
Texas
$5K – – –
AssetMark Inc
210
AssetMark Inc
California
$4K +$3.83K +200 New
NFG
211
Next Financial Group
Texas
$3K – – –
GI
212
Gradient Investments
Minnesota
$2K – – –
TWA
213
TCI Wealth Advisors
Arizona
$2K – – –
PHK
214
Point72 Hong Kong
Hong Kong
$2K +$1.91K +100 New
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$1K +$727 +38 New
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81 – – –
N
217
Nuveen
North Carolina
– -$6.43K -359,716 Closed
DIA
218
Dean Investment Associates
Ohio
– -$3.48M -194,395 Closed
ARC
219
Absolute Return Capital
Massachusetts
– -$2.31M -129,324 Closed
DCM
220
Dean Capital Management
Kansas
– -$1.39M -77,532 Closed
SCM
221
Schneider Capital Management
Pennsylvania
– -$823K -45,984 Closed
CIP
222
Convergence Investment Partners
Florida
– -$764K -42,732 Closed
AIM
223
Ada Investment Management
New York
– -$647K -37,982 Closed
PAM
224
Princeton Alpha Management
New Jersey
– -$560K -31,321 Closed
ZIM
225
Zacks Investment Management
Illinois
– -$364K -20,351 Closed
6 7 8
9
10

PDM Hedge Fund Activity: Q4 2015 in Review

214 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2015, worth a combined $2.3B — up 7.5% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PDM positions and 19 closed out — a net gain of 5 holders — while 73 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.8M. The largest seller was Deutsche Bank, cutting an estimated $13.7M.

  • 214 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2015, up from 211 in Q3 2015.
  • Funds reported $2.3B of Piedmont Realty Trust stock for Q4 2015, up 7.5% quarter-over-quarter.
  • 24 funds opened new Piedmont Realty Trust positions in Q4 2015 and 19 closed out, a net change of +5 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2015 was Fidelity Investments, an estimated $29.8M added.
  • The largest Piedmont Realty Trust seller in Q4 2015 was Deutsche Bank, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2015.