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PDM

Piedmont Realty Trust

219 hedge funds and large institutions have $2.23B invested in Piedmont Realty Trust in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

4% more funds holding

Funds holding: 211219 (+8)

1.49% more ownership

Funds ownership: 80.47%81.97% (+1.5%)

4% less capital invested

Capital invested by funds: $2.31B → $2.23B (-$87.4M)

35% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 89

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
5.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
58
Reduced
89
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$375M -$9.54M -536,457 -2%
Invesco
2
Invesco
Georgia
$253M -$28.1M -1,582,314 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$172M +$19.3M +1,084,647 +12%
American Century Companies
4
American Century Companies
Missouri
$141M -$2.53M -142,531 -2%
SAMC
5
Shinko Asset Management Company
Japan
$131M +$119K +6,700 +0.1%
BIT
6
BlackRock Institutional Trust
California
$99.9M -$227K -12,761 -0.2%
ACM
7
AEW Capital Management
Massachusetts
$73.5M +$1.21M +67,900 +2%
Morgan Stanley
8
Morgan Stanley
New York
$70M +$4.31M +242,433 +6%
State Street
9
State Street
Massachusetts
$68.2M +$32.3M +1,814,706 +88%
Goldman Sachs
10
Goldman Sachs
New York
$62.3M -$1.55M -87,414 -2%
Prudential Financial
11
Prudential Financial
New Jersey
$46.6M -$4.2M -236,454 -8%
PMG
12
Private Management Group
California
$40.4M +$833K +46,853 +2%
BFA
13
BlackRock Fund Advisors
California
$39.6M -$5.11M -287,278 -11%
LPC
14
Long Pond Capital
New York
$36.8M +$37.2M +2,090,460 New
Renaissance Technologies
15
Renaissance Technologies
New York
$35.5M +$5.68M +319,400 +19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$34.9M -$35.8K -2,014 -0.1%
Northern Trust
17
Northern Trust
Illinois
$28.1M -$143K -8,020 -0.5%
Norges Bank
18
Norges Bank
Norway
$24.1M
LSV Asset Management
19
LSV Asset Management
Illinois
$22.9M +$6.04M +339,723 +35%
Deutsche Bank
20
Deutsche Bank
Germany
$22.4M +$11.4M +639,473 +101%
SCRM
21
Security Capital Research & Management
Illinois
$22.3M +$22.5M +1,266,000 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$20.3M +$974K +54,773 +5%
BG
23
BlackRock Group
United Kingdom
$18.4M +$485K +27,281 +3%
Charles Schwab
24
Charles Schwab
California
$17.8M +$2.33M +130,864 +15%
RFC
25
Russell Frank Company
Washington
$16.8M -$1.2M -67,297 -7%

PDM Hedge Fund Activity: Q2 2015 in Review

219 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q2 2015, worth a combined $2.23B — down 3.8% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PDM positions and 22 closed out — a net gain of 8 holders — while 58 added to existing stakes and 89 trimmed.

The largest buyer was Long Pond Capital, opening a new position worth an estimated $37.2M. The largest seller was Invesco, cutting an estimated $28.1M.

  • 219 institutional investors held Piedmont Realty Trust (PDM) as of Q2 2015, up from 211 in Q1 2015.
  • Funds reported $2.23B of Piedmont Realty Trust stock for Q2 2015, down 3.8% quarter-over-quarter.
  • 30 funds opened new Piedmont Realty Trust positions in Q2 2015 and 22 closed out, a net change of +8 holders.
  • The largest Piedmont Realty Trust buyer in Q2 2015 was Long Pond Capital, an estimated $37.2M added.
  • The largest Piedmont Realty Trust seller in Q2 2015 was Invesco, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2015.