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PDM

Piedmont Realty Trust

246 hedge funds and large institutions have $774M invested in Piedmont Realty Trust in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 69

1.63% more ownership

Funds ownership: 84.41%86.04% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $776M → $774M (-$2.21M)

4% less funds holding

Funds holding: 255246 (-9)

24% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 37

94% less call options, than puts

Call options by funds: $45K | Put options by funds: $749K

Holders
246
Holders Change
-9
Holders Change %
-3.53%
% of All Funds
3.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
111
Reduced
69
Closed
37
Calls
$45K
Puts
$749K
Net Calls
-$704K
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$138M -$7.39M -1,110,654 -6%
BlackRock
2
BlackRock
New York
$116M +$7.03M +1,055,516 +7%
State Street
3
State Street
Massachusetts
$45M -$239K -35,835 -0.6%
LSV Asset Management
4
LSV Asset Management
Illinois
$33.2M +$1.97M +295,400 +7%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$30.5M +$3.77M +565,661 +16%
PMG
6
Private Management Group
California
$25.8M +$1.4M +209,640 +6%
Morgan Stanley
7
Morgan Stanley
New York
$24.9M +$6.93M +1,041,049 +44%
Charles Schwab
8
Charles Schwab
California
$21.8M -$608K -91,336 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.1M +$645K +96,847 +4%
Man Group
10
Man Group
United Kingdom
$17M +$15.5M +2,332,682 New
N
11
Nuveen
North Carolina
$14.6M -$9.36M -1,406,582 -41%
Citadel Advisors
12
Citadel Advisors
Florida
$13.9M +$4.7M +705,603 +59%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$13.8M -$333K -50,000 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.7M +$31.8K +4,785 +0.3%
JP Morgan Chase
15
JP Morgan Chase
New York
$11.4M +$4.94M +742,619 +90%
Northern Trust
16
Northern Trust
Illinois
$11.1M +$779K +117,072 +8%
SFM
17
Systematic Financial Management
New Jersey
$10.3M +$31.9K +4,790 +0.3%
MIIM
18
Mesirow Institutional Investment Management
Illinois
$9.62M +$1.22M +182,555 +16%
Goldman Sachs
19
Goldman Sachs
New York
$7.95M +$3.1M +465,359 +74%
Norges Bank
20
Norges Bank
Norway
$7.47M -$4.12M -619,367 -38%
WAM
21
Wilsey Asset Management
California
$7.32M +$909K +136,636 +16%
GT
22
Glenmede Trust
Pennsylvania
$6.63M +$353K +53,024 +6%
Legal & General Group
23
Legal & General Group
United Kingdom
$6.4M +$33.3K +4,997 +0.6%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$5.5M -$80.5K -12,100 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.5M +$488K +73,318 +11%