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PDM

Piedmont Realty Trust

246 hedge funds and large institutions have $1.79B invested in Piedmont Realty Trust in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 28

14% more call options, than puts

Call options by funds: $361K | Put options by funds: $317K

6% more funds holding

Funds holding: 233246 (+13)

4% more capital invested

Capital invested by funds: $1.72B → $1.79B (+$69.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.99% less ownership

Funds ownership: 84.12%83.13% (-0.99%)

24% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 94

Holders
246
Holders Change
+13
Holders Change %
+5.58%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
71
Reduced
94
Closed
28
Calls
$361K
Puts
$317K
Net Calls
+$44K
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$317M +$6.11M +362,379 +2%
BlackRock
2
BlackRock
New York
$222M +$5.6M +332,263 +3%
LSV Asset Management
3
LSV Asset Management
Illinois
$94.2M -$13.1M -774,000 -12%
State Street
4
State Street
Massachusetts
$86.3M +$292K +17,331 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$79.1M -$19.4M -1,151,272 -20%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$66.2M +$4.76M +281,998 +8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$57M -$15.4M -915,320 -22%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$42.2M -$2.77M -164,133 -6%
Northern Trust
9
Northern Trust
Illinois
$41.9M -$11.7M -694,193 -22%
WMSA
10
Weiss Multi-Strategy Advisers
New York
$40.7M -$8.05M -477,344 -17%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$40.5M +$797K +47,253 +2%
N
12
Nuveen
North Carolina
$38.2M -$2.05M -121,703 -5%
Charles Schwab
13
Charles Schwab
California
$38M +$974K +57,721 +3%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$36M +$6.48M +384,057 +23%
HRES
15
Heitman Real Estate Securities
Illinois
$34.7M -$850K -50,373 -2%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$24.8M +$807K +47,816 +3%
Norges Bank
17
Norges Bank
Norway
$23.7M -$4.18M -248,023 -15%
Prudential Financial
18
Prudential Financial
New Jersey
$22M +$8.4M +498,187 +65%
Millennium Management
19
Millennium Management
New York
$21.4M +$2.55M +151,294 +14%
JP Morgan Chase
20
JP Morgan Chase
New York
$20M +$572K +33,924 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$18.2M -$48.3K -2,862 -0.3%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$15.7M +$7.84M +464,572 +106%
UBS AM
23
UBS AM
Illinois
$15.2M +$475K +28,181 +3%
Bank of America
24
Bank of America
North Carolina
$14.9M +$2.66M +157,416 +22%
Legal & General Group
25
Legal & General Group
United Kingdom
$14.5M -$180K -10,642 -1%

PDM Hedge Fund Activity: Q1 2021 in Review

246 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2021, worth a combined $1.79B — up 4% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PDM positions and 28 closed out — a net gain of 15 holders — while 71 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $8.4M. The largest seller was Fidelity Investments, cutting an estimated $19.4M.

  • 246 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2021, up from 233 in Q4 2020.
  • Funds reported $1.79B of Piedmont Realty Trust stock for Q1 2021, up 4% quarter-over-quarter.
  • 43 funds opened new Piedmont Realty Trust positions in Q1 2021 and 28 closed out, a net change of +15 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2021 was Prudential Financial, an estimated $8.4M added.
  • The largest Piedmont Realty Trust seller in Q1 2021 was Fidelity Investments, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2021.