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PDM

Piedmont Realty Trust

241 hedge funds and large institutions have $2.19B invested in Piedmont Realty Trust in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

18% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 71

5% more funds holding

Funds holding: 229241 (+12)

3.61% more ownership

Funds ownership: 83.84%87.44% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.25B → $2.19B (-$59.9M)

Holders
241
Holders Change
+12
Holders Change %
+5.24%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
84
Reduced
71
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MF
201
Manchester Financial
California
$43K +$44.4K +2,150 New
AF
202
Allworth Financial
California
$39K
SIS
203
Sound Income Strategies
Florida
$38K
QT
204
Quantbot Technologies
New York
$38K +$40.2K +1,949 New
PWP
205
Personal Wealth Partners
Minnesota
$36K +$36.9K +1,788 New
LB
206
Legacy Bridge
Iowa
$27K
BFEC
207
Benjamin F. Edwards & Company
Missouri
$27K +$27.5K +1,332 New
PCIA
208
Prime Capital Investment Advisors
Kansas
$27K +$28.3K +1,370 New
BWM
209
BerganKDV Wealth Management
Minnesota
$26K
QCG
210
Quadrant Capital Group
Ohio
$24K
OIA
211
OneDigital Investment Advisors
Kansas
$24K +$24.7K +1,196 New
Twin Tree Management
212
Twin Tree Management
Texas
$19K +$19.8K +961 New
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$18K -$5.12K -248 -21%
FHA
214
Flagship Harbor Advisors
Massachusetts
$17K
CFA
215
Carroll Financial Associates
North Carolina
$15K
TFGT
216
TS Financial Group (TSFG)
Illinois
$15K
CFD
217
Creative Financial Designs
Indiana
$14K
PI
218
PineBridge Investments
New York
$14K
LWANC
219
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
BCA
220
Berman Capital Advisors
Georgia
$11K +$41 +2 +0.3%
KCPG
221
Kavar Capital Partners Group
Kansas
$11K +$11.3K +550 New
CAW
222
Cornerstone Advisors (Washington)
Washington
$9K +$5.05K +245 +128%
AIL
223
AGF Investments LLC
Ontario, Canada
$8K -$1.16K -56 -12%
TAIM
224
TD Ameritrade Investment Management
Nebraska
$8K -$784 -38 -8%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$7K +$2.39K +116 +53%

PDM Hedge Fund Activity: Q2 2019 in Review

241 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q2 2019, worth a combined $2.19B — down 2.7% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PDM positions and 26 closed out — a net gain of 15 holders — while 84 added to existing stakes and 71 trimmed.

The largest buyer was Rothschild & Co Asset Management US, opening a new position worth an estimated $36.7M. The largest seller was BlackRock, cutting an estimated $27.7M.

  • 241 institutional investors held Piedmont Realty Trust (PDM) as of Q2 2019, up from 229 in Q1 2019.
  • Funds reported $2.19B of Piedmont Realty Trust stock for Q2 2019, down 2.7% quarter-over-quarter.
  • 41 funds opened new Piedmont Realty Trust positions in Q2 2019 and 26 closed out, a net change of +15 holders.
  • The largest Piedmont Realty Trust buyer in Q2 2019 was Rothschild & Co Asset Management US, an estimated $36.7M added.
  • The largest Piedmont Realty Trust seller in Q2 2019 was BlackRock, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2019.