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PDM

Piedmont Realty Trust

240 hedge funds and large institutions have $592M invested in Piedmont Realty Trust in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $265K | Put options by funds: $151K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

2% less funds holding

Funds holding: 246240 (-6)

2.71% less ownership

Funds ownership: 86.04%83.33% (-2.7%)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

23% less capital invested

Capital invested by funds: $774M → $592M (-$181M)

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
82
Reduced
90
Closed
29
Calls
$265K
Puts
$151K
Net Calls
+$114K
Net Calls Change
+$818K
Name Holding Trade Value Shares
Change
Change in
Stake
PK
201
Pflug Koory
Nebraska
$26.3K
BTI
202
Blue Trust Inc
Georgia
$25K +$20.2K +2,941 +507%
GRP
203
Global Retirement Partners
California
$24.4K
TPCW
204
TD Private Client Wealth
New York
$18.3K
HI
205
Harbour Investments
Wisconsin
$16.2K +$14.7K +2,136 +287%
WOSD
206
WFA of San Diego
California
$15.9K
PA
207
Parallel Advisors
California
$15.8K -$14.3K -2,091 -43%
SIS
208
Sound Income Strategies
Florida
$10.7K
RA
209
Rise Advisors
New York
$10.5K +$247 +36 +2%
TC
210
Truvestments Capital
Florida
$9.91K
QL
211
Quarry LP
New York
$9.52K +$7.91K +1,153 +213%
LC
212
Lindbrook Capital
California
$9.34K -$11.3K -1,650 -50%
SWM
213
Sugarloaf Wealth Management
Georgia
$7.25K +$171 +25 +2%
JMF
214
Johnson Midwest Financial
Iowa
$7.13K
DAC
215
Dividend Assets Capital
South Carolina
$7K
Legacy Financial Group (Iowa)
216
Legacy Financial Group (Iowa)
Iowa
$6.32K +$7.71K +1,124 New
CWM
217
CarsonAllaria Wealth Management
Illinois
$6K
LWANC
218
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
C
219
Covestor
United Kingdom
$6K -$521 -76 -7%
HCM
220
Highlander Capital Management
New Jersey
$6K
PTC
221
Private Trust Company
Ohio
$5.99K -$2.81K -410 -28%
AWM
222
Atticus Wealth Management
Florida
$5.73K +$7K +1,020 New
NSIM
223
North Star Investment Management
Illinois
$5.62K +$1.1K +160 +19%
KFI
224
Key Financial Inc
Pennsylvania
$5.46K
HBW
225
Hazlett, Burt & Watson
West Virginia
$5K