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PDM

Piedmont Realty Trust

228 hedge funds and large institutions have $2.16B invested in Piedmont Realty Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 225228 (+3)

0.93% less ownership

Funds ownership: 88.07%87.14% (-0.93%)

6% less capital invested

Capital invested by funds: $2.29B → $2.16B (-$130M)

45% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 96

Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
53
Reduced
96
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
201
McIlrath & Eck
Washington
$26K +$26.6K +1,349 New
BWM
202
BerganKDV Wealth Management
Minnesota
$25K
APP
203
Avantax Planning Partners
Iowa
$24K +$24.8K +1,260 New
CFA
204
Carroll Financial Associates
North Carolina
$21K
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$17K
FHA
206
Flagship Harbor Advisors
Massachusetts
$16K +$17.1K +867 New
RCAG
207
Rehmann Capital Advisory Group
Michigan
$15.7K -$14K -712 -46%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$13K -$88.7K -4,500 -87%
CFD
209
Creative Financial Designs
Indiana
$13K
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$11K -$2.01K -102 -16%
SWP
211
Stratos Wealth Partners
Ohio
$11K +$11.6K +587 New
AIL
212
AGF Investments LLC
Ontario, Canada
$8K -$8.87K -450 -50%
GP
213
Girard Partners
Pennsylvania
$6K +$6.54K +332 New
APSP
214
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$4K +$1.66K +84 +65%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$4K +$4.45K +226 New
US Bancorp
217
US Bancorp
Minnesota
$3K
SFSIG
218
San Francisco Sentry Investment Group
California
$3K +$2.64K +134 New
NSIM
219
North Star Investment Management
Illinois
$3K +$2.96K +150 New
DBT
220
Dubuque Bank & Trust
Iowa
$2K
LWS
221
Lucia Wealth Services
California
$2K
TWA
222
TCI Wealth Advisors
Arizona
$2K
TAIM
223
TD Ameritrade Investment Management
Nebraska
$2K +$2.38K +121 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$1.89K
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$1K -$41.6K -2,110 -97%

PDM Hedge Fund Activity: Q3 2018 in Review

228 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2018, worth a combined $2.16B — down 5.7% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PDM positions and 27 closed out — a net gain of 3 holders — while 53 added to existing stakes and 96 trimmed.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $18.2M. The largest seller was Goldman Sachs, cutting an estimated $23.2M.

  • 228 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2018, up from 225 in Q2 2018.
  • Funds reported $2.16B of Piedmont Realty Trust stock for Q3 2018, down 5.7% quarter-over-quarter.
  • 30 funds opened new Piedmont Realty Trust positions in Q3 2018 and 27 closed out, a net change of +3 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2018 was NN Investment Partners Holdings, an estimated $18.2M added.
  • The largest Piedmont Realty Trust seller in Q3 2018 was Goldman Sachs, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2018.