We are live on ! Find out more
PDM

Piedmont Realty Trust

255 hedge funds and large institutions have $776M invested in Piedmont Realty Trust in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 97 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 86

1.45% more ownership

Funds ownership: 82.96%84.41% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 260255 (-5)

16% less capital invested

Capital invested by funds: $924M → $776M (-$149M)

72% less call options, than puts

Call options by funds: $202K | Put options by funds: $724K

Holders
255
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
97
Reduced
86
Closed
38
Calls
$202K
Puts
$724K
Net Calls
-$522K
Net Calls Change
-$503K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$73.5K +$43.9K +4,785 +91%
TSS
202
Two Sigma Securities
New York
$73K -$29.9K -3,255 -25%
AIP
203
Ameritas Investment Partners
Nebraska
$69.4K -$12.5K -1,364 -13%
AWM
204
Accel Wealth Management
Iowa
$63K +$2.89K +315 +4%
S
205
SignatureFD
Georgia
$58.4K -$74.2K -8,087 -50%
PMEF
206
Point72 Middle East FZE
United Arab Emirates
$50.5K -$81.5K -8,876 -56%
AAS
207
Ameritas Advisory Services
Nebraska
$43.1K +$55.9K +6,091 New
BTI
208
Blue Trust Inc
Georgia
$39K +$16.1K +1,759 +71%
ASN
209
Advisory Services Network
Georgia
$38.2K -$19.7K -2,150 -29%
PA
210
Parallel Advisors
California
$35.3K +$28.6K +3,121 +182%
PK
211
Pflug Koory
Nebraska
$34.1K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$33K +$1.55K +169 +4%
GRP
213
Global Retirement Partners
California
$29K
QL
214
Quarry LP
New York
$28.3K +$15.7K +1,705 +79%
TRCT
215
Tower Research Capital (TRC)
New York
$25K -$41K -4,471 -57%
TPCW
216
TD Private Client Wealth
New York
$23.7K -$6.54K -712 -18%
Mitsubishi UFJ Trust & Banking
217
Mitsubishi UFJ Trust & Banking
Japan
$22.3K -$227K -24,723 -89%
LC
218
Lindbrook Capital
California
$20.1K +$20.4K +2,220 +413%
EI
219
Ellevest Inc
New York
$14.6K +$14.4K +1,568 +360%
SIS
220
Sound Income Strategies
Florida
$13.9K
RA
221
Rise Advisors
New York
$13K +$789 +86 +5%
TC
222
Truvestments Capital
Florida
$12.5K +$15.7K +1,713 New
DAC
223
Dividend Assets Capital
South Carolina
$12K
AW
224
Avion Wealth
Texas
$11K
JMF
225
Johnson Midwest Financial
Iowa
$9.1K +$340 +37 +3%

PDM Hedge Fund Activity: Q1 2023 in Review

255 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2023, worth a combined $776M — down 16% from $924M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PDM and 35 opened new positions — a net loss of 3 holders — while 86 trimmed existing stakes and 97 added.

The largest buyer was BlackRock, adding an estimated $18.5M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $22.1M.

  • 255 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2023, down from 260 in Q4 2022.
  • Funds reported $776M of Piedmont Realty Trust stock for Q1 2023, down 16% quarter-over-quarter.
  • 35 funds opened new Piedmont Realty Trust positions in Q1 2023 and 38 closed out, a net change of -3 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2023 was BlackRock, an estimated $18.5M added.
  • The largest Piedmont Realty Trust seller in Q1 2023 was CBRE Investment Management Listed Real Assets, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2023.