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PDM

Piedmont Realty Trust

244 hedge funds and large institutions have $1.1B invested in Piedmont Realty Trust in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

2.02% more ownership

Funds ownership: 82.6%84.62% (+2%)

2% less funds holding

Funds holding: 250244 (-6)

18% less capital invested

Capital invested by funds: $1.35B → $1.1B (-$249M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $137K

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
4.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
96
Reduced
84
Closed
25
Calls
Puts
$137K
Net Calls
-$137K
Net Calls Change
-$137K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$206M -$3.65M -290,522 -1%
BlackRock
2
BlackRock
New York
$127M -$3.73M -297,450 -2%
State Street
3
State Street
Massachusetts
$64.3M -$540K -43,025 -0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$47.7M +$3.63M +289,051 +7%
LSV Asset Management
5
LSV Asset Management
Illinois
$46.6M -$399K -31,800 -0.7%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$39.1M +$1.71M +136,147 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$35.8M -$10.4M -827,938 -20%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$35.1M +$18.7M +1,492,940 +82%
Charles Schwab
9
Charles Schwab
California
$32M +$1.24M +98,648 +3%
HRES
10
Heitman Real Estate Securities
Illinois
$28.7M -$1.68M -133,441 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.3M +$328K +26,111 +1%
N
12
Nuveen
North Carolina
$25.8M +$699K +55,705 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$21M -$2.33M -185,865 -9%
PMG
14
Private Management Group
California
$18.1M +$7.11M +566,227 +50%
Northern Trust
15
Northern Trust
Illinois
$15.1M -$3.11M -247,545 -15%
Norges Bank
16
Norges Bank
Norway
$13.9M +$1.4M +111,200 +9%
Renaissance Technologies
17
Renaissance Technologies
New York
$13.9M +$7.75M +617,200 +89%
JP Morgan Chase
18
JP Morgan Chase
New York
$13.6M +$964K +76,748 +6%
Man Group
19
Man Group
United Kingdom
$12.6M +$15M +1,195,765 New
SFM
20
Systematic Financial Management
New Jersey
$11.7M +$4.95M +394,374 +55%
GC
21
Globeflex Capital
California
$11.7M +$12.4M +991,558 +886%
Prudential Financial
22
Prudential Financial
New Jersey
$11.4M -$2.25M -179,270 -14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$10.6M +$742K +59,113 +6%
GT
24
Glenmede Trust
Pennsylvania
$9.93M -$1.42M -113,265 -11%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$9.51M -$5.48M -436,702 -33%

PDM Hedge Fund Activity: Q3 2022 in Review

244 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q3 2022, worth a combined $1.1B — down 18% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PDM and 20 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 96 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $18.7M. The largest seller was Fidelity Investments, cutting an estimated $10.4M.

  • 244 institutional investors held Piedmont Realty Trust (PDM) as of Q3 2022, down from 250 in Q2 2022.
  • Funds reported $1.1B of Piedmont Realty Trust stock for Q3 2022, down 18% quarter-over-quarter.
  • 20 funds opened new Piedmont Realty Trust positions in Q3 2022 and 25 closed out, a net change of -5 holders.
  • The largest Piedmont Realty Trust buyer in Q3 2022 was Fuller & Thaler Asset Management, an estimated $18.7M added.
  • The largest Piedmont Realty Trust seller in Q3 2022 was Fidelity Investments, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2022.