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PDM

Piedmont Realty Trust

230 hedge funds and large institutions have $2.34B invested in Piedmont Realty Trust in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 79 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

5% more funds holding

Funds holding: 220230 (+10)

8% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 73

1.34% less ownership

Funds ownership: 83.95%82.61% (-1.3%)

5% less capital invested

Capital invested by funds: $2.46B → $2.34B (-$124M)

Holders
230
Holders Change
+10
Holders Change %
+4.55%
% of All Funds
5.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
79
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
201
Alpha Windward
Massachusetts
$32K -$463K -23,241 -93%
VIA
202
Vantage Investment Advisors
Pennsylvania
$30K +$30.8K +1,548 New
SWM
203
SeaCrest Wealth Management
New York
$29K +$29.9K +1,500 New
BCP
204
Blackhawk Capital Partners
Wisconsin
$26K +$26.1K +1,312 New
CFA
205
Carroll Financial Associates
North Carolina
$22K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.2K +916 New
PHK
207
Point72 Hong Kong
Hong Kong
$16K +$14.5K +726 +748%
CFD
208
Creative Financial Designs
Indiana
$13K
CHA
209
Cooper/Haims Advisors
New York
$12K +$13.2K +664 New
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$11K
OFW
211
Omnia Family Wealth
Florida
$11K +$7.05K +354 +180%
STA
212
Summit Trail Advisors
New York
$11K +$11.2K +563 New
PS
213
Portfolio Solutions
Michigan
$9K -$6.97K -350 -43%
US Bancorp
214
US Bancorp
Minnesota
$8K -$677 -34 -8%
AIL
215
AGF Investments LLC
Ontario, Canada
$8K
CTC
216
Central Trust Company
Missouri
$8K
TRCT
217
Tower Research Capital (TRC)
New York
$8K +$8.46K +425 New
VCM
218
Virtue Capital Management
Tennessee
$7K +$7.25K +364 New
CAW
219
Cornerstone Advisors (Washington)
Washington
$6K
AssetMark Inc
220
AssetMark Inc
California
$6K +$1.27K +64 +26%
GT
221
Glenmede Trust
Pennsylvania
$6K +$2.01K +101 +42%
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$6K +$2.49K +125 +68%
TWA
223
TCI Wealth Advisors
Arizona
$5K
EARNEST Partners
224
EARNEST Partners
Georgia
$5K +$5.02K +252 New
APSP
225
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K

PDM Hedge Fund Activity: Q4 2017 in Review

230 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2017, worth a combined $2.34B — down 5% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PDM positions and 31 closed out — a net gain of 11 holders — while 79 added to existing stakes and 73 trimmed.

The largest buyer was American Century Companies, adding an estimated $26.3M. The largest seller was Fidelity Investments, cutting an estimated $85.8M.

  • 230 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2017, up from 220 in Q3 2017.
  • Funds reported $2.34B of Piedmont Realty Trust stock for Q4 2017, down 5% quarter-over-quarter.
  • 42 funds opened new Piedmont Realty Trust positions in Q4 2017 and 31 closed out, a net change of +11 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2017 was American Century Companies, an estimated $26.3M added.
  • The largest Piedmont Realty Trust seller in Q4 2017 was Fidelity Investments, an estimated $85.8M sold.

Based on aggregated 13F filings for Q4 2017.