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PDM

Piedmont Realty Trust
PDM

211 hedge funds and large institutions have $2.65B invested in Piedmont Realty Trust in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.51B → $2.65B (+$134M)

2.72% more ownership

Funds ownership: 82.62% → 85.35% (+2.7%)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

7% less funds holding

Funds holding: 228 → 211 (-17)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

Holders
211
Holders Change
-17
Holders Change %
-7.46%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
70
Reduced
76
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$203M
2
SFM
Systematic Financial Management
New Jersey
+$25.5M
3
AL
AJO LP
Pennsylvania
+$24.2M
4
Invesco
Invesco
Georgia
+$22.6M
5
Deutsche Bank
Deutsche Bank
Germany
+$16.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.7M
2
PMG
Private Management Group
California
-$9.61M
3
Citigroup
Citigroup
New York
-$4.15M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.41M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$492M +$11.1M +511,212 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$328M -$14.7M -677,036 -4%
BlackRock
3
BlackRock
New York
$205M +$203M +9,370,868 +3,921%
Invesco
4
Invesco
Georgia
$165M +$22.6M +1,044,614 +16%
LSV Asset Management
5
LSV Asset Management
Illinois
$143M +$5.33M +246,000 +4%
ACM
6
AEW Capital Management
Massachusetts
$118M -$2.1M -96,953 -2%
American Century Companies
7
American Century Companies
Missouri
$111M -$433K -20,004 -0.4%
State Street
8
State Street
Massachusetts
$102M +$4.45M +205,578 +4%
AL
9
AJO LP
Pennsylvania
$85.8M +$24.2M +1,115,560 +39%
Morgan Stanley
10
Morgan Stanley
New York
$84.6M +$498 +23 +0%
Deutsche Bank
11
Deutsche Bank
Germany
$83M +$16.1M +744,619 +24%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$46.6M +$1.69M +78,038 +4%
Northern Trust
13
Northern Trust
Illinois
$42.9M +$1.23M +56,597 +3%
Renaissance Technologies
14
Renaissance Technologies
New York
$40.7M -$2.95M -136,376 -7%
SFM
15
Systematic Financial Management
New Jersey
$31.9M +$25.5M +1,177,792 +375%
Norges Bank
16
Norges Bank
Norway
$31.9M +$1.54M +71,265 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$30.9M +$2.12M +97,659 +7%
Charles Schwab
18
Charles Schwab
California
$29.2M -$199K -9,198 -0.7%
Goldman Sachs
19
Goldman Sachs
New York
$28.8M -$2.54M -117,340 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$23.9M +$466K +21,517 +2%
Bank of America
21
Bank of America
North Carolina
$17.4M -$475K -21,911 -3%
MAM
22
Martingale Asset Management
Massachusetts
$17.2M +$2.5M +115,540 +17%
SEI Investments
23
SEI Investments
Pennsylvania
$15.5M +$843K +38,922 +6%
CS
24
Credit Suisse
Switzerland
$12.8M +$23.8K +1,099 +0.2%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$12.1M +$949K +43,778 +8%
1
2 3 4 5

PDM Hedge Fund Activity: Q1 2017 in Review

211 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2017, worth a combined $2.65B — up 5.4% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PDM and 24 opened new positions — a net loss of 9 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was BlackRock, adding an estimated $203M. The largest seller was Fidelity Investments, cutting an estimated $14.7M.

  • 211 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2017, down from 228 in Q4 2016.
  • Funds reported $2.65B of Piedmont Realty Trust stock for Q1 2017, up 5.4% quarter-over-quarter.
  • 24 funds opened new Piedmont Realty Trust positions in Q1 2017 and 33 closed out, a net change of -9 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2017 was BlackRock, an estimated $203M added.
  • The largest Piedmont Realty Trust seller in Q1 2017 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2017.