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PDM

Piedmont Realty Trust
PDM

193 hedge funds and large institutions have $2.27B invested in Piedmont Realty Trust in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.61% more ownership

Funds ownership: 80.85% → 83.46% (+2.6%)

4% less capital invested

Capital invested by funds: $2.36B → $2.27B (-$90.1M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

1% less funds holding

Funds holding: 195 → 193 (-2)

Holders
193
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
5.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
69
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
AEW Capital Management
Massachusetts
+$49.9M
2
Prudential Financial
Prudential Financial
New Jersey
+$28.6M
3
STC
SEI Trust Company
Pennsylvania
+$11.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.31M
5
MAA
Managed Account Advisors
New Jersey
+$6.36M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$26.3M
2
Barclays
Barclays
United Kingdom
-$6.64M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.64M
4
Charles Schwab
Charles Schwab
California
-$3M
5
State Street
State Street
Massachusetts
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$408M +$8.31M +433,092 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$364M +$2.21M +115,016 +0.6%
Invesco
3
Invesco
Georgia
$323M -$711K -37,037 -0.2%
American Century Companies
4
American Century Companies
Missouri
$137M +$2.46M +128,457 +2%
SAMC
5
Shinko Asset Management Company
Japan
$131M +$46K +2,400 +0%
BIT
6
BlackRock Institutional Trust
California
$99.5M +$1.21M +62,896 +1%
ACM
7
AEW Capital Management
Massachusetts
$64.6M +$49.9M +2,602,200 +246%
Morgan Stanley
8
Morgan Stanley
New York
$63.3M +$1.42M +74,176 +2%
Goldman Sachs
9
Goldman Sachs
New York
$58.1M +$834K +43,487 +1%
BFA
10
BlackRock Fund Advisors
California
$40.7M -$1.8M -94,074 -4%
State Street
11
State Street
Massachusetts
$40.5M -$2.75M -143,484 -6%
PMG
12
Private Management Group
California
$40.2M -$349K -18,201 -0.8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$33.9M +$185K +9,640 +0.5%
Prudential Financial
14
Prudential Financial
New Jersey
$26.8M +$28.6M +1,490,597 +5,601%
Northern Trust
15
Northern Trust
Illinois
$25.1M -$445K -23,187 -2%
Norges Bank
16
Norges Bank
Norway
$24.2M -$26.3M -1,370,804 -50%
BG
17
BlackRock Group
United Kingdom
$19.7M +$686K +35,773 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$17.9M +$305K +15,872 +2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$16.4M +$14.6K +760 +0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$15.3M -$485K -25,279 -3%
STC
21
SEI Trust Company
Pennsylvania
$15.3M +$11.1M +578,214 +202%
RFC
22
Russell Frank Company
Washington
$12.8M -$1.62M -84,342 -10%
Charles Schwab
23
Charles Schwab
California
$12.1M -$3M -156,137 -19%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$10.5M +$146K +7,600 +1%
Deutsche Bank
25
Deutsche Bank
Germany
$10.2M +$1.97M +102,615 +22%
1
2 3 4 5

PDM Hedge Fund Activity: Q3 2014 in Review

193 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2014, worth a combined $2.27B — down 3.8% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PDM and 16 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 69 added.

The largest buyer was AEW Capital Management, adding an estimated $49.9M. The largest seller was Norges Bank, cutting an estimated $26.3M.

  • 193 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2014, down from 195 in Q2 2014.
  • Funds reported $2.27B of Piedmont Realty Trust stock for Q3 2014, down 3.8% quarter-over-quarter.
  • 16 funds opened new Piedmont Realty Trust positions in Q3 2014 and 17 closed out, a net change of -1 holder.
  • The largest Piedmont Realty Trust buyer in Q3 2014 was AEW Capital Management, an estimated $49.9M added.
  • The largest Piedmont Realty Trust seller in Q3 2014 was Norges Bank, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2014.