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PDM

Piedmont Realty Trust

225 hedge funds and large institutions have $2.29B invested in Piedmont Realty Trust in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 63 increasing their positions, 87 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,188% more call options, than puts

Call options by funds: $343K | Put options by funds: $8K

21% more capital invested

Capital invested by funds: $1.9B → $2.29B (+$392M)

6.67% more ownership

Funds ownership: 81.4%88.07% (+6.7%)

3% less funds holding

Funds holding: 232225 (-7)

13% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 46

28% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 87

Holders
225
Holders Change
-7
Holders Change %
-3.02%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
63
Reduced
87
Closed
46
Calls
$343K
Puts
$8K
Net Calls
+$335K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PineBridge Investments
New York
$34K -$21.9K -1,180 -41%
SMFS
202
Squar Milner Financial Services
California
$33K +$30.9K +1,664 New
RCAG
203
Rehmann Capital Advisory Group
Michigan
$30.8K +$28.6K +1,544 New
KCPG
204
Kavar Capital Partners Group
Kansas
$30K
SWM
205
SeaCrest Wealth Management
New York
$30K
BWM
206
BerganKDV Wealth Management
Minnesota
$26K
CFA
207
Carroll Financial Associates
North Carolina
$23K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$18K
BCP
209
Blackhawk Capital Partners
Wisconsin
$16K
CFD
210
Creative Financial Designs
Indiana
$14K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.89K +102 +18%
FIM
212
Foresters Investment Management
New York
$11K -$152K -8,180 -94%
Parallax Volatility Advisers
213
Parallax Volatility Advisers
California
$10K +$9.27K +500 New
APSP
214
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$4K
US Bancorp
216
US Bancorp
Minnesota
$3K -$9.03K -487 -76%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$3K +$1.13K +61 +88%
BBHC
218
Brown Brothers Harriman & Co
New York
$2K
TWA
219
TCI Wealth Advisors
Arizona
$2K
DBT
220
Dubuque Bank & Trust
Iowa
$2K +$1.76K +95 New
LWS
221
Lucia Wealth Services
California
$2K +$2.06K +111 New
PA
222
Parallel Advisors
California
$2K +$2.54K +137 New
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.99K
IA
224
IFP Advisors
Florida
$1K -$35.6K -1,917 -97%
VFA
225
Valeo Financial Advisors
Indiana
$1K

PDM Hedge Fund Activity: Q2 2018 in Review

225 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q2 2018, worth a combined $2.29B — up 21% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of PDM and 40 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 63 added.

The largest buyer was CBRE Investment Management Listed Real Assets, opening a new position worth an estimated $91.7M. The largest seller was Vanguard Group, cutting an estimated $34.6M.

  • 225 institutional investors held Piedmont Realty Trust (PDM) as of Q2 2018, down from 232 in Q1 2018.
  • Funds reported $2.29B of Piedmont Realty Trust stock for Q2 2018, up 21% quarter-over-quarter.
  • 40 funds opened new Piedmont Realty Trust positions in Q2 2018 and 46 closed out, a net change of -6 holders.
  • The largest Piedmont Realty Trust buyer in Q2 2018 was CBRE Investment Management Listed Real Assets, an estimated $91.7M added.
  • The largest Piedmont Realty Trust seller in Q2 2018 was Vanguard Group, an estimated $34.6M sold.

Based on aggregated 13F filings for Q2 2018.