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PDM

Piedmont Realty Trust

237 hedge funds and large institutions have $747M invested in Piedmont Realty Trust in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,124% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $37K

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

0% more funds holding

Funds holding: 237237 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 86.72%85.81% (-0.9%)

2% less capital invested

Capital invested by funds: $764M → $747M (-$16.9M)

Holders
237
Holders Change
Holders Change %
0%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
85
Reduced
84
Closed
23
Calls
$1.19M
Puts
$37K
Net Calls
+$1.16M
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
201
Tower Research Capital (TRC)
New York
$12.7K -$280K -41,731 -96%
PA
202
Parallel Advisors
California
$12.3K -$114 -17 -1%
PCMC
203
Planning Capital Management Corporation
Pennsylvania
$11.5K +$10.9K +1,630 +27,167%
PTC
204
Private Trust Company
Ohio
$11K
EWA
205
EverSource Wealth Advisors
Alabama
$10.6K +$570 +85 +6%
SWM
206
Sugarloaf Wealth Management
Georgia
$9.41K +$315 +47 +4%
NB
207
NBT Bank
New York
$8.74K
FWM
208
FSA Wealth Management
Massachusetts
$8.14K +$208 +31 +3%
C
209
Covestor
United Kingdom
$8K -$992 -148 -11%
LWANC
210
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.51K
CWM
211
CarsonAllaria Wealth Management
Illinois
$7.06K +$241 +36 +4%
HCM
212
Highlander Capital Management
New Jersey
$7.03K
NSIM
213
North Star Investment Management
Illinois
$7.03K
KFI
214
Key Financial Inc
Pennsylvania
$6.83K
HBW
215
Hazlett, Burt & Watson
West Virginia
$6K
NA
216
NewEdge Advisors
Louisiana
$5.71K -$4.48K -669 -45%
SPIA
217
Steward Partners Investment Advisory
New York
$5.6K
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$5.43K +$5.42K +809 New
CFFP
219
Center for Financial Planning
Michigan
$5.32K
CSB
220
City State Bank
Iowa
$5K +$4.43K +661 New
DJSG
221
D.J. St. Germain
Massachusetts
$4.92K +$4.69K +700 New
Group One Trading
222
Group One Trading
Illinois
$4.66K +$4.44K +663 New
CIA
223
Cape Investment Advisory
Georgia
$3.94K
PWMG
224
Private Wealth Management Group
New Jersey
$2.63K
CA
225
CoreCap Advisors
Michigan
$1.96K +$1.87K +279 New

PDM Hedge Fund Activity: Q1 2024 in Review

237 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2024, worth a combined $747M — down 2.2% from $764M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PDM positions and 23 closed out — a net gain of 2 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was Wilsey Asset Management, adding an estimated $4.46M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.

  • 237 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $747M of Piedmont Realty Trust stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 25 funds opened new Piedmont Realty Trust positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2024 was Wilsey Asset Management, an estimated $4.46M added.
  • The largest Piedmont Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2024.