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PDM

Piedmont Realty Trust
PDM

228 hedge funds and large institutions have $2.51B invested in Piedmont Realty Trust in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 75

6% more funds holding

Funds holding: 216 → 228 (+12)

3.17% less ownership

Funds ownership: 85.79% → 82.62% (-3.2%)

7% less capital invested

Capital invested by funds: $2.7B → $2.51B (-$193M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
228
Holders Change
+12
Holders Change %
+5.56%
% of All Funds
5.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
37
Increased
84
Reduced
75
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
AJO LP
Pennsylvania
+$38.9M
2
Deutsche Bank
Deutsche Bank
Germany
+$28.1M
3
LSV Asset Management
LSV Asset Management
Illinois
+$15M
4
BIT
BlackRock Institutional Trust
California
+$7.03M
5
LCM
Landscape Capital Management
New Jersey
+$6.02M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$55.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$19.1M
3
ACM
AEW Capital Management
Massachusetts
-$8.47M
4
American Century Companies
American Century Companies
Missouri
-$7.57M
5
Renaissance Technologies
Renaissance Technologies
New York
-$7.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$40K – – –
AF
202
Allworth Financial
California
$37K – – –
PHK
203
Point72 Hong Kong
Hong Kong
$36K +$35K +1,737 New
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$27K – – –
CFA
205
Carroll Financial Associates
North Carolina
$24K – – –
AW
206
Alpha Windward
Massachusetts
$22K +$21.4K +1,060 New
APSP
207
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K – – –
CFD
208
Creative Financial Designs
Indiana
$14K +$13.9K +688 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
Acadian Asset Management
210
Acadian Asset Management
Massachusetts
$12K +$2.99K +148 +36%
SGAM
211
Smith Group Asset Management
Texas
$9K +$2.94K +146 +55%
SFS
212
Sowell Financial Services
Arkansas
$9K +$8.29K +411 New
AIL
213
AGF Investments LLC
Ontario, Canada
$9K +$8.59K +426 New
CTC
214
Central Trust Company
Missouri
$8K -$6.05K -300 -43%
CB
215
Community Bank
New York
$7K -$4.04K -200 -37%
CAW
216
Cornerstone Advisors (Washington)
Washington
$7K – – –
NSIM
217
North Star Investment Management
Illinois
$6K – – –
TWA
218
TCI Wealth Advisors
Arizona
$5K +$2.68K +133 +137%
OFW
219
Omnia Family Wealth
Florida
$5K +$4.36K +216 New
AssetMark Inc
220
AssetMark Inc
California
$4K – – –
Creative Planning
221
Creative Planning
Kansas
$3K -$150K -7,456 -98%
PCP
222
Proficio Capital Partners
Massachusetts
$3K – – –
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
PFBT
224
Parkside Financial Bank & Trust
Missouri
$2K +$1.53K +76 New
AWM
225
Avior Wealth Management
Nebraska
$2K +$1.63K +81 New
7 8
9
10 11

PDM Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2016, worth a combined $2.51B — down 7.1% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDM positions and 21 closed out — a net gain of 16 holders — while 84 added to existing stakes and 75 trimmed.

The largest buyer was AJO LP, adding an estimated $38.9M. The largest seller was Goldman Sachs, cutting an estimated $55.7M.

  • 228 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2016, up from 216 in Q3 2016.
  • Funds reported $2.51B of Piedmont Realty Trust stock for Q4 2016, down 7.1% quarter-over-quarter.
  • 37 funds opened new Piedmont Realty Trust positions in Q4 2016 and 21 closed out, a net change of +16 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2016 was AJO LP, an estimated $38.9M added.
  • The largest Piedmont Realty Trust seller in Q4 2016 was Goldman Sachs, an estimated $55.7M sold.

Based on aggregated 13F filings for Q4 2016.