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PDM

Piedmont Realty Trust

240 hedge funds and large institutions have $592M invested in Piedmont Realty Trust in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $265K | Put options by funds: $151K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

2% less funds holding

Funds holding: 246240 (-6)

2.71% less ownership

Funds ownership: 86.04%83.33% (-2.7%)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

23% less capital invested

Capital invested by funds: $774M → $592M (-$181M)

Holders
240
Holders Change
-6
Holders Change %
-2.44%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
82
Reduced
90
Closed
29
Calls
$265K
Puts
$151K
Net Calls
+$114K
Net Calls Change
+$818K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$106M -$1.05M -153,026 -0.8%
BlackRock
2
BlackRock
New York
$87.5M -$2.89M -421,116 -3%
State Street
3
State Street
Massachusetts
$34.5M -$335K -48,844 -0.8%
LSV Asset Management
4
LSV Asset Management
Illinois
$25.6M -$52.8K -7,700 -0.2%
PMG
5
Private Management Group
California
$25.1M +$6.27M +913,747 +26%
Charles Schwab
6
Charles Schwab
California
$18M +$1.4M +204,467 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.2M +$749K +109,138 +4%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$15.9M -$9.42M -1,373,079 -33%
Morgan Stanley
9
Morgan Stanley
New York
$15.6M -$4.4M -641,715 -19%
Man Group
10
Man Group
United Kingdom
$12.8M -$16M -2,332,682 Closed
WAM
11
Wilsey Asset Management
California
$10.2M +$5.56M +810,728 +81%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$9.98M +$222K +32,341 +2%
N
13
Nuveen
North Carolina
$9.89M -$1.75M -254,672 -13%
GT
14
Glenmede Trust
Pennsylvania
$9.53M +$5.4M +786,699 +87%
Goldman Sachs
15
Goldman Sachs
New York
$8.37M +$2.72M +397,169 +36%
Northern Trust
16
Northern Trust
Illinois
$8.34M -$267K -38,909 -3%
Norges Bank
17
Norges Bank
Norway
$8.19M +$2.95M +430,616 +42%
JP Morgan Chase
18
JP Morgan Chase
New York
$7.4M -$1.73M -251,987 -16%
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
$7.18M +$3.57M +521,113 +69%
SFM
20
Systematic Financial Management
New Jersey
$6.76M -$1.47M -215,003 -15%
AQR Capital Management
21
AQR Capital Management
Connecticut
$6.59M +$3.24M +471,945 +67%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$5.82M +$3.75M +546,165 +112%
Legal & General Group
23
Legal & General Group
United Kingdom
$4.89M -$67.5K -9,839 -1%
UBS AM
24
UBS AM
Illinois
$4.78M +$980K +142,845 +20%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$4.67M +$5.7M +831,287 New