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PDM

Piedmont Realty Trust

260 hedge funds and large institutions have $924M invested in Piedmont Realty Trust in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 23

43% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 72

7% more funds holding

Funds holding: 244260 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.67% less ownership

Funds ownership: 84.62%82.96% (-1.7%)

16% less capital invested

Capital invested by funds: $1.1B → $924M (-$178M)

61% less call options, than puts

Call options by funds: $12K | Put options by funds: $31K

Holders
260
Holders Change
+16
Holders Change %
+6.56%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
103
Reduced
72
Closed
23
Calls
$12K
Puts
$31K
Net Calls
-$19K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
201
Harvest Fund Management
China
$66K
QCG
202
Quadrant Capital Group
Ohio
$60.8K +$58.5K +5,927 +837%
SWM
203
Spire Wealth Management
Virginia
$48K +$9.53K +965 +22%
PK
204
Pflug Koory
Nebraska
$43K
GRP
205
Global Retirement Partners
California
$42.9K +$46.2K +4,675 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$39K -$4.68K -474 -10%
TPCW
207
TD Private Client Wealth
New York
$36.3K +$6.31K +639 +19%
SOW
208
State of Wyoming
Wyoming
$26.8K -$63.7K -6,449 -69%
BTI
209
Blue Trust Inc
Georgia
$26K +$17.9K +1,809 +272%
WOSD
210
WFA of San Diego
California
$25.9K +$27.9K +2,828 New
ZIG
211
Zullo Investment Group
Pennsylvania
$22.4K
NA
212
NewEdge Advisors
Louisiana
$21.3K +$27.4K +2,777 New
QL
213
Quarry LP
New York
$19.9K +$21.4K +2,166 New
SIS
214
Sound Income Strategies
Florida
$17.5K
TWA
215
TCI Wealth Advisors
Arizona
$17.3K +$2.07K +210 +13%
AAMA
216
Advanced Asset Management Advisors
Ohio
$17.3K +$18.6K +1,881 New
PA
217
Parallel Advisors
California
$15.8K -$16.4K -1,656 -49%
RA
218
Rise Advisors
New York
$15.6K
Dimensional Fund Advisors
219
Dimensional Fund Advisors
Texas
$15.4K -$3.11M -314,431 -16%
AW
220
Avion Wealth
Texas
$12K
DAC
221
Dividend Assets Capital
South Carolina
$12K
PTC
222
Private Trust Company
Ohio
$12K +$2.67K +270 +25%
JMF
223
Johnson Midwest Financial
Iowa
$11K
TWM
224
Tradition Wealth Management
Minnesota
$11K
SWM
225
Sugarloaf Wealth Management
Georgia
$10.7K

PDM Hedge Fund Activity: Q4 2022 in Review

260 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2022, worth a combined $924M — down 16% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PDM positions and 23 closed out — a net gain of 22 holders — while 103 added to existing stakes and 72 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.8M. The largest seller was Wellington Management Group, cutting an estimated $39.5M.

  • 260 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2022, up from 244 in Q3 2022.
  • Funds reported $924M of Piedmont Realty Trust stock for Q4 2022, down 16% quarter-over-quarter.
  • 45 funds opened new Piedmont Realty Trust positions in Q4 2022 and 23 closed out, a net change of +22 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2022 was Millennium Management, an estimated $14.8M added.
  • The largest Piedmont Realty Trust seller in Q4 2022 was Wellington Management Group, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2022.