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PDM

Piedmont Realty Trust

219 hedge funds and large institutions have $2.44B invested in Piedmont Realty Trust in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $259K | Put options by funds: $55K

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

6% more capital invested

Capital invested by funds: $2.3B → $2.44B (+$143M)

2% more funds holding

Funds holding: 214219 (+5)

7% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 75

0.01% less ownership

Funds ownership: 83.64%83.63% (-0.01%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
5.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
80
Reduced
75
Closed
21
Calls
$259K
Puts
$55K
Net Calls
+$204K
Net Calls Change
+$204K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
201
Carroll Financial Associates
North Carolina
$23K -$7.64K -410 -26%
TG
202
TLP Group
Illinois
$22K +$20.5K +1,100 New
PSUF
203
People's United Financial
Connecticut
$21K
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$19K +$11.1K +594 +174%
APSP
205
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$11K
CB
207
Community Bank
New York
$11K
CAW
208
Cornerstone Advisors (Washington)
Washington
$7K +$6.84K +367 New
NSIM
209
North Star Investment Management
Illinois
$6K
SGAM
210
Smith Group Asset Management
Texas
$5K
AssetMark Inc
211
AssetMark Inc
California
$4K
AIM
212
Acrospire Investment Management
Illinois
$4K +$3.73K +200 New
PCP
213
Proficio Capital Partners
Massachusetts
$3K +$2.48K +133 New
GI
214
Gradient Investments
Minnesota
$2K
TWA
215
TCI Wealth Advisors
Arizona
$2K
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$2K +$838 +45 +118%
FANJ
217
Financial Architects (New Jersey)
New Jersey
$2K +$1.84K +99 New
IA
218
IFP Advisors
Florida
$1K -$215K -11,527 -100%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.12K +60 New
SWA
220
Sutton Wealth Advisors
Florida
$711 +$652 +35 New
PCM
221
Penserra Capital Management
California
$21 +$4.86K +261 +32%
PI
222
Putnam Investments
Massachusetts
-$2.51M -132,746 Closed
GCA
223
GSI Capital Advisors
California
-$1.53M -81,200 Closed
Jacobs Levy Equity Management
224
Jacobs Levy Equity Management
New Jersey
-$936K -49,600 Closed
Loomis, Sayles & Company
225
Loomis, Sayles & Company
Massachusetts
-$899K -47,600 Closed