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PDM

Piedmont Realty Trust
PDM

216 hedge funds and large institutions have $2.7B invested in Piedmont Realty Trust in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 74 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.25% more ownership

Funds ownership: 84.54% → 85.79% (+1.2%)

2% more capital invested

Capital invested by funds: $2.64B → $2.7B (+$62.4M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

9% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 81

2% less funds holding

Funds holding: 220 → 216 (-4)

Holders
216
Holders Change
-4
Holders Change %
-1.82%
% of All Funds
5.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
74
Reduced
81
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$29.9M
2
AL
AJO LP
Pennsylvania
+$20.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$7.9M
5
State Street
State Street
Massachusetts
+$4.03M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$13.1M
2
Goldman Sachs
Goldman Sachs
New York
-$9.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.77M
4
BIT
BlackRock Institutional Trust
California
-$5.33M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
CB
202
Community Bank
New York
$12K – – –
CCMH
203
Cornerstone Capital Management Holdings
New York
$12K +$12.8K +595 New
TIM
204
Tortoise Investment Management
New York
$10K +$9.45K +440 New
CG
205
Cutler Group
California
$9K – – –
Acadian Asset Management
206
Acadian Asset Management
Massachusetts
$9K +$8.91K +415 New
CAW
207
Cornerstone Advisors (Washington)
Washington
$7K -$902 -42 -11%
TCIM
208
TIAA CREF Investment Management
New York
$6.26K +$1.81M +84,329 +41%
NSIM
209
North Star Investment Management
Illinois
$6K – – –
SGAM
210
Smith Group Asset Management
Texas
$6K – – –
AssetMark Inc
211
AssetMark Inc
California
$4K – – –
Federated Hermes
212
Federated Hermes
Pennsylvania
$3K -$353K -16,418 -99%
PCP
213
Proficio Capital Partners
Massachusetts
$3K – – –
FANJ
214
Financial Architects (New Jersey)
New Jersey
$2K – – –
TWA
215
TCI Wealth Advisors
Arizona
$2K – – –
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
VOYA Investment Management
217
VOYA Investment Management
Georgia
$1.08K +$44.5K +2,072 +4%
SWA
218
Sutton Wealth Advisors
Florida
$762 – – –
WAM
219
Wilsey Asset Management
California
– -$3.87M -179,748 Closed
SCM
220
Sterling Capital Management
North Carolina
– -$1.48M -68,488 Closed
GEM
221
Global Endowment Management
North Carolina
– -$896K -41,600 Closed
D.E. Shaw & Co
222
D.E. Shaw & Co
New York
– -$652K -30,263 Closed
BFPW
223
BOK Financial Private Wealth
Colorado
– -$273K -12,673 Closed
TG
224
TLP Group
Illinois
– -$243K -11,291 Closed
Neuberger Berman Group
225
Neuberger Berman Group
New York
– -$236K -10,951 Closed
6 7 8
9
10

PDM Hedge Fund Activity: Q3 2016 in Review

216 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2016, worth a combined $2.7B — up 2.4% from $2.64B a quarter earlier.

Fund positioning in PDM was balanced in Q3 2016: 16 funds opened new positions, 16 closed out, 74 added to existing stakes and 81 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $29.9M. The largest seller was Renaissance Technologies, cutting an estimated $13.1M.

  • 216 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2016, down from 220 in Q2 2016.
  • Funds reported $2.7B of Piedmont Realty Trust stock for Q3 2016, up 2.4% quarter-over-quarter.
  • 16 funds opened new Piedmont Realty Trust positions in Q3 2016 and 16 closed out, a net change of 0 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2016 was Deutsche Bank, an estimated $29.9M added.
  • The largest Piedmont Realty Trust seller in Q3 2016 was Renaissance Technologies, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2016.