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PDM

Piedmont Realty Trust

244 hedge funds and large institutions have $1.1B invested in Piedmont Realty Trust in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

2.02% more ownership

Funds ownership: 82.6%84.62% (+2%)

2% less funds holding

Funds holding: 250244 (-6)

18% less capital invested

Capital invested by funds: $1.35B → $1.1B (-$249M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $137K

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
96
Reduced
84
Closed
25
Calls
Puts
$137K
Net Calls
-$137K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
201
Sound Income Strategies
Florida
$20K
RA
202
Rise Advisors
New York
$18K +$364 +29 +2%
TWA
203
TCI Wealth Advisors
Arizona
$18K +$21K +1,672 New
DAC
204
Dividend Assets Capital
South Carolina
$14K
AW
205
Avion Wealth
Texas
$13K
TWM
206
Tradition Wealth Management
Minnesota
$13K
SWM
207
Sugarloaf Wealth Management
Georgia
$13K +$251 +20 +2%
CM
208
Cornerstone Management
Georgia
$11.6K +$13.8K +1,100 New
HCM
209
Highlander Capital Management
New Jersey
$11K
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
PTC
211
Private Trust Company
Ohio
$11K
SAM
212
Strategic Asset Management
Minnesota
$11K
KFI
213
Key Financial Inc
Pennsylvania
$10K
CWM
214
CarsonAllaria Wealth Management
Illinois
$10K +$201 +16 +2%
BTI
215
Blue Trust Inc
Georgia
$9K +$1.18K +94 +16%
TFGT
216
TS Financial Group (TSFG)
Illinois
$8K
HBW
217
Hazlett, Burt & Watson
West Virginia
$8K +$163 +13 +2%
CA
218
Crewe Advisors
Utah
$8K +$3.52K +280 +63%
CFFP
219
Center for Financial Planning
Michigan
$8K +$9.49K +756 New
AF
220
Advisornet Financial
Minnesota
$7K
MFT
221
Moisand Fitzgerald Tamayo
Florida
$7K
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$7K +$917 +73 +12%
QCG
223
Quadrant Capital Group
Ohio
$7K +$7.52K +599 +550%
S
224
SignatureFD
Georgia
$6K -$176 -14 -3%
SWM
225
Selective Wealth Management
Virginia
$6K

PDM Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2022, worth a combined $1.1B — down 18% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PDM and 20 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 96 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $18.7M. The largest seller was Fidelity Investments, cutting an estimated $10.4M.

  • 244 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2022, down from 250 in Q2 2022.
  • Funds reported $1.1B of Piedmont Realty Trust stock for Q3 2022, down 18% quarter-over-quarter.
  • 20 funds opened new Piedmont Realty Trust positions in Q3 2022 and 25 closed out, a net change of -5 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2022 was Fuller & Thaler Asset Management, an estimated $18.7M added.
  • The largest Piedmont Realty Trust seller in Q3 2022 was Fidelity Investments, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2022.