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PDM

Piedmont Realty Trust

220 hedge funds and large institutions have $2.46B invested in Piedmont Realty Trust in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

38% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 61

4% more funds holding

Funds holding: 211220 (+9)

0.05% less ownership

Funds ownership: 84%83.95% (-0.05%)

4% less capital invested

Capital invested by funds: $2.57B → $2.46B (-$110M)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
5.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
84
Reduced
61
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Portfolio Solutions
Michigan
$16K -$5.24K -257 -24%
CFD
202
Creative Financial Designs
Indiana
$14K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$11K
AIL
204
AGF Investments LLC
Ontario, Canada
$9K
US Bancorp
205
US Bancorp
Minnesota
$9K +$3.16K +155 +58%
CTC
206
Central Trust Company
Missouri
$8K
CAW
207
Cornerstone Advisors (Washington)
Washington
$7K
TWA
208
TCI Wealth Advisors
Arizona
$5K
AssetMark Inc
209
AssetMark Inc
California
$5K +$897 +44 +22%
OFW
210
Omnia Family Wealth
Florida
$4K -$2.94K -144 -42%
APSP
211
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
GT
212
Glenmede Trust
Pennsylvania
$4K
WAM
213
Wealthspire Advisors (Maryland)
Maryland
$4K +$41 +2 +1%
PCP
214
Proficio Capital Partners
Massachusetts
$3K
Parallax Volatility Advisers
215
Parallax Volatility Advisers
California
$3K +$2.83K +139 New
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2K
PHK
217
Point72 Hong Kong
Hong Kong
$2K +$1.98K +97 New
M
218
MOTCO
Texas
$2K +$2.2K +108 New
AWM
219
Avior Wealth Management
Nebraska
$2K +$2.22K +109 New
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$1K -$224 -11 -14%
SWA
221
Sutton Wealth Advisors
Florida
$706
ED
222
Exane Derivatives
France
$20 -$163 -8 -89%
AL
223
AJO LP
Pennsylvania
-$5.6M -265,445 Closed
AIA
224
Avalon Investment & Advisory
Texas
-$2.91M -137,844 Closed
SB
225
Suntrust Banks
Georgia
-$2.04M -96,917 Closed

PDM Hedge Fund Activity: Q3 2017 in Review

220 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2017, worth a combined $2.46B — down 4.3% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PDM positions and 23 closed out — a net gain of 10 holders — while 84 added to existing stakes and 61 trimmed.

The largest buyer was Prudential Financial, adding an estimated $29.8M. The largest seller was Deutsche Bank, cutting an estimated $53.4M.

  • 220 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2017, up from 211 in Q2 2017.
  • Funds reported $2.46B of Piedmont Realty Trust stock for Q3 2017, down 4.3% quarter-over-quarter.
  • 33 funds opened new Piedmont Realty Trust positions in Q3 2017 and 23 closed out, a net change of +10 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2017 was Prudential Financial, an estimated $29.8M added.
  • The largest Piedmont Realty Trust seller in Q3 2017 was Deutsche Bank, an estimated $53.4M sold.

Based on aggregated 13F filings for Q3 2017.