We are live on ! Find out more
PDM

Piedmont Realty Trust

241 hedge funds and large institutions have $2.25B invested in Piedmont Realty Trust in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.7M)

0% more funds holding

Funds holding: 241241 (0)

1.81% less ownership

Funds ownership: 87.44%85.63% (-1.8%)

17% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 88

Holders
241
Holders Change
Holders Change %
0%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
32
Increased
73
Reduced
88
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
201
Prime Capital Investment Advisors
Kansas
$39K +$10.5K +520 +38%
PHK
202
Point72 Hong Kong
Hong Kong
$34K -$30.9K -1,532 -48%
GWAG
203
Garrett Wealth Advisory Group
Texas
$30.2K +$29.2K +1,448 New
BFEC
204
Benjamin F. Edwards & Company
Missouri
$28K
LB
205
Legacy Bridge
Iowa
$28K +$27.2K +1,350 New
BWM
206
BerganKDV Wealth Management
Minnesota
$27K +$26.2K +1,300 New
AF
207
Advisornet Financial
Minnesota
$21K +$20K +989 New
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$19K
FHA
209
Flagship Harbor Advisors
Massachusetts
$18K
PWP
210
Personal Wealth Partners
Minnesota
$17K -$19.9K -984 -55%
CFA
211
Carroll Financial Associates
North Carolina
$15K
TFGT
212
TS Financial Group (TSFG)
Illinois
$15K
CFD
213
Creative Financial Designs
Indiana
$14K
PI
214
PineBridge Investments
New York
$14K
BCA
215
Berman Capital Advisors
Georgia
$12K +$40 +2 +0.3%
LWANC
216
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
AIC
217
Ameritas Investment Company
Nebraska
$9K +$7.99K +396 New
CAW
218
Cornerstone Advisors (Washington)
Washington
$6K -$2.79K -138 -32%
CAL
219
Capital Analysts LLC
Pennsylvania
$6K
PCG
220
Private Capital Group
Connecticut
$6K +$5.31K +263 New
FCA
221
FinTrust Capital Advisors
South Carolina
$6K +$5.51K +273 New
CBT
222
Central Bank & Trust
Kentucky
$6K +$6.26K +310 New
CAC
223
Certified Advisory Corp
Florida
$5K
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$5K
AIL
225
AGF Investments LLC
Ontario, Canada
$4K -$3.98K -197 -50%

PDM Hedge Fund Activity: Q3 2019 in Review

241 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2019, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PDM positions and 31 closed out — a net gain of 1 holder — while 73 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $8.37M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $10.6M.

  • 241 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $2.25B of Piedmont Realty Trust stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 32 funds opened new Piedmont Realty Trust positions in Q3 2019 and 31 closed out, a net change of +1 holder.
  • The largest Piedmont Realty Trust buyer in Q3 2019 was Fidelity Investments, an estimated $8.37M added.
  • The largest Piedmont Realty Trust seller in Q3 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2019.