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PDM

Piedmont Realty Trust

229 hedge funds and large institutions have $2.25B invested in Piedmont Realty Trust in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $1.83B → $2.25B (+$420M)

0.27% more ownership

Funds ownership: 83.56%83.84% (+0.27%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

1% less funds holding

Funds holding: 232229 (-3)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
229
Holders Change
-3
Holders Change %
-1.29%
% of All Funds
4.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
70
Reduced
84
Closed
36
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
201
Marshall Wace North America
New York
$27K -$599K -30,433 -96%
BWM
202
BerganKDV Wealth Management
Minnesota
$27K
QCG
203
Quadrant Capital Group
Ohio
$25K +$24.5K +1,243 New
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$24K +$4.88K +248 +27%
FHA
205
Flagship Harbor Advisors
Massachusetts
$18K
CFA
206
Carroll Financial Associates
North Carolina
$15K -$7.87K -400 -34%
TFGT
207
TS Financial Group (TSFG)
Illinois
$15K +$14.5K +736 New
PI
208
PineBridge Investments
New York
$14K -$20.3K -1,030 -60%
CFD
209
Creative Financial Designs
Indiana
$14K
BCA
210
Berman Capital Advisors
Georgia
$12K +$11.5K +583 New
LWANC
211
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
AIL
212
AGF Investments LLC
Ontario, Canada
$9K
TAIM
213
TD Ameritrade Investment Management
Nebraska
$9K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$7K -$6.79K -345 -49%
AIC
215
Ameritas Investment Company
Nebraska
$7K +$6.14K +312 New
CAL
216
Capital Analysts LLC
Pennsylvania
$6K +$5.82K +296 New
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$5K
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$5K
SGAM
219
Smith Group Asset Management
Texas
$5K
APSP
220
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K
TCOV
221
Trust Company of Vermont
Vermont
$4K +$3.33K +169 New
CAW
222
Cornerstone Advisors (Washington)
Washington
$4K +$3.78K +192 New
NSIM
223
North Star Investment Management
Illinois
$3K
PCG
224
Private Capital Group
Connecticut
$3K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$2.08K