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PDM

Piedmont Realty Trust

246 hedge funds and large institutions have $1.79B invested in Piedmont Realty Trust in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

14% more call options, than puts

Call options by funds: $361K | Put options by funds: $317K

6% more funds holding

Funds holding: 233246 (+13)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$69.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.99% less ownership

Funds ownership: 84.12%83.13% (-0.99%)

24% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 94

Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
71
Reduced
94
Closed
28
Calls
$361K
Puts
$317K
Net Calls
+$44K
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
201
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K
BCA
202
Berman Capital Advisors
Georgia
$30K +$29.3K +1,739 New
BFEC
203
Benjamin F. Edwards & Company
Missouri
$23K
BWM
204
BerganKDV Wealth Management
Minnesota
$23K
DAC
205
Dividend Assets Capital
South Carolina
$23K
LB
206
Legacy Bridge
Iowa
$23K
TWM
207
Tradition Wealth Management
Minnesota
$21K
JMF
208
Johnson Midwest Financial
Iowa
$20K +$270 +16 +1%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
HCM
210
Highlander Capital Management
New Jersey
$17K
AIC
211
Ameritas Investment Company
Nebraska
$15.8K +$15.3K +907 New
QCG
212
Quadrant Capital Group
Ohio
$15K +$658 +39 +5%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$14K
TFGT
214
TS Financial Group (TSFG)
Illinois
$13K
MFT
215
Moisand Fitzgerald Tamayo
Florida
$12K
AF
216
Advisornet Financial
Minnesota
$11K
PCIA
217
Prime Capital Investment Advisors
Kansas
$9K
CAL
218
Capital Analysts LLC
Pennsylvania
$9K +$3.59K +213 +72%
TWA
219
TCI Wealth Advisors
Arizona
$9K +$8.94K +530 New
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$7K -$439 -26 -6%
PA
221
Parallel Advisors
California
$7K +$6.88K +408 New
EI
222
Ellevest Inc
New York
$5K -$34 -2 -0.7%
HFA
223
Hoover Financial Advisors
Pennsylvania
$5K
PCG
224
Private Capital Group
Connecticut
$5K
CAC
225
Certified Advisory Corp
Florida
$5K +$4.39K +260 New

PDM Hedge Fund Activity: Q1 2021 in Review

246 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2021, worth a combined $1.79B — up 4% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PDM positions and 28 closed out — a net gain of 15 holders — while 71 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $8.4M. The largest seller was Fidelity Investments, cutting an estimated $19.4M.

  • 246 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2021, up from 233 in Q4 2020.
  • Funds reported $1.79B of Piedmont Realty Trust stock for Q1 2021, up 4% quarter-over-quarter.
  • 43 funds opened new Piedmont Realty Trust positions in Q1 2021 and 28 closed out, a net change of +15 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2021 was Prudential Financial, an estimated $8.4M added.
  • The largest Piedmont Realty Trust seller in Q1 2021 was Fidelity Investments, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2021.