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PDM

Piedmont Realty Trust

233 hedge funds and large institutions have $1.72B invested in Piedmont Realty Trust in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,197% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $211K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

21% more capital invested

Capital invested by funds: $1.42B → $1.72B (+$301M)

18% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 73

0.6% more ownership

Funds ownership: 83.53%84.12% (+0.6%)

6% less funds holding

Funds holding: 248233 (-15)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

Holders
233
Holders Change
-15
Holders Change %
-6.05%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
86
Reduced
73
Closed
41
Calls
$2.74M
Puts
$211K
Net Calls
+$2.53M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
JMF
201
Johnson Midwest Financial
Iowa
$18K +$16.8K +1,139 New
LWANC
202
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K
HCM
203
Highlander Capital Management
New Jersey
$16K -$33K -2,239 -69%
IA
204
Inspire Advisors
Idaho
$16K +$14.7K +1,000 New
QCG
205
Quadrant Capital Group
Ohio
$14K +$7.13K +484 +134%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$13K
TFGT
207
TS Financial Group (TSFG)
Illinois
$12K
FCA
208
FinTrust Capital Advisors
South Carolina
$11K -$40.2K -2,733 -80%
AF
209
Advisornet Financial
Minnesota
$11K
MFT
210
Moisand Fitzgerald Tamayo
Florida
$11K
AWG
211
Altus Wealth Group
Colorado
$11K +$9.89K +672 New
PCIA
212
Prime Capital Investment Advisors
Kansas
$8K
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$7K -$81K -5,499 -92%
Simplex Trading
214
Simplex Trading
Illinois
$6K +$4.96K +337 +552%
KFI
215
Key Financial Inc
Pennsylvania
$6K +$5.54K +376 New
CAL
216
Capital Analysts LLC
Pennsylvania
$5K
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$5K
EI
218
Ellevest Inc
New York
$5K +$1.4K +95 +50%
PCG
219
Private Capital Group
Connecticut
$4K +$103 +7 +3%
HFA
220
Hoover Financial Advisors
Pennsylvania
$4K +$3.83K +260 New
Federated Hermes
221
Federated Hermes
Pennsylvania
$3K -$105K -7,116 -98%
CFA
222
Carroll Financial Associates
North Carolina
$3K
HWM
223
Holloway Wealth Management
Florida
$3K
GI
224
Gradient Investments
Minnesota
$2K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$2K

PDM Hedge Fund Activity: Q4 2020 in Review

233 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2020, worth a combined $1.72B — up 21% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PDM and 29 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 86 added.

The largest buyer was Wellington Management Group, adding an estimated $27.7M. The largest seller was American Century Companies, exiting entirely with an estimated $30.2M sold.

  • 233 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2020, down from 248 in Q3 2020.
  • Funds reported $1.72B of Piedmont Realty Trust stock for Q4 2020, up 21% quarter-over-quarter.
  • 29 funds opened new Piedmont Realty Trust positions in Q4 2020 and 41 closed out, a net change of -12 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2020 was Wellington Management Group, an estimated $27.7M added.
  • The largest Piedmont Realty Trust seller in Q4 2020 was American Century Companies, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2020.