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PDM

Piedmont Realty Trust

233 hedge funds and large institutions have $1.72B invested in Piedmont Realty Trust in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,197% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $211K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

21% more capital invested

Capital invested by funds: $1.42B → $1.72B (+$301M)

18% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 73

0.6% more ownership

Funds ownership: 83.53%84.12% (+0.6%)

6% less funds holding

Funds holding: 248233 (-15)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

Holders
233
Holders Change
-15
Holders Change %
-6.05%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
86
Reduced
73
Closed
41
Calls
$2.74M
Puts
$211K
Net Calls
+$2.53M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$291M +$3.5M +237,654 +1%
BlackRock
2
BlackRock
New York
$202M +$12.8M +869,508 +8%
LSV Asset Management
3
LSV Asset Management
Illinois
$101M -$2.74M -186,000 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.6M -$11.3M -768,152 -12%
State Street
5
State Street
Massachusetts
$81.4M -$732K -49,751 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$68.1M +$27.7M +1,884,677 +82%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$57.3M +$1.3M +88,007 +3%
Northern Trust
8
Northern Trust
Illinois
$50.4M -$763K -51,838 -2%
WMSA
9
Weiss Multi-Strategy Advisers
New York
$45.8M +$14.2M +966,428 +52%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$42.1M +$883K +59,943 +2%
N
11
Nuveen
North Carolina
$37.7M -$2.58M -175,229 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$37.1M -$405K -27,478 -1%
Charles Schwab
13
Charles Schwab
California
$34.6M +$1.78M +121,097 +6%
HRES
14
Heitman Real Estate Securities
Illinois
$33.2M -$3.48M -236,319 -10%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$27.4M +$6.97M +473,505 +39%
Norges Bank
16
Norges Bank
Norway
$26.2M
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$22.4M +$10.1M +685,561 +98%
JP Morgan Chase
18
JP Morgan Chase
New York
$18.1M +$3.65M +247,596 +28%
Millennium Management
19
Millennium Management
New York
$17.6M +$4.97M +337,595 +45%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$17M +$959K +65,149 +7%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$13.8M +$1.68M +113,893 +14%
Legal & General Group
22
Legal & General Group
United Kingdom
$13.8M +$787K +53,461 +7%
UBS AM
23
UBS AM
Illinois
$13.7M +$182K +12,340 +1%
HAM
24
Hillcrest Asset Management
Texas
$12.9M -$30K -2,040 -0.3%
CIP
25
Chartwell Investment Partners
Pennsylvania
$12.6M -$153K -10,407 -1%

PDM Hedge Fund Activity: Q4 2020 in Review

233 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q4 2020, worth a combined $1.72B — up 21% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PDM and 29 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 86 added.

The largest buyer was Wellington Management Group, adding an estimated $27.7M. The largest seller was American Century Companies, exiting entirely with an estimated $30.2M sold.

  • 233 institutional investors held Piedmont Realty Trust (PDM) as of Q4 2020, down from 248 in Q3 2020.
  • Funds reported $1.72B of Piedmont Realty Trust stock for Q4 2020, up 21% quarter-over-quarter.
  • 29 funds opened new Piedmont Realty Trust positions in Q4 2020 and 41 closed out, a net change of -12 holders.
  • The largest Piedmont Realty Trust buyer in Q4 2020 was Wellington Management Group, an estimated $27.7M added.
  • The largest Piedmont Realty Trust seller in Q4 2020 was American Century Companies, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2020.