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PDM

Piedmont Realty Trust

237 hedge funds and large institutions have $747M invested in Piedmont Realty Trust in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,124% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $37K

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

0% more funds holding

Funds holding: 237237 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 86.72%85.81% (-0.9%)

2% less capital invested

Capital invested by funds: $764M → $747M (-$16.9M)

Holders
237
Holders Change
Holders Change %
0%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
85
Reduced
84
Closed
23
Calls
$1.19M
Puts
$37K
Net Calls
+$1.16M
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$135M +$2.64M +394,282 +2%
BlackRock
2
BlackRock
New York
$119M -$700K -104,532 -0.6%
State Street
3
State Street
Massachusetts
$39.1M -$4.62M -690,068 -11%
PMG
4
Private Management Group
California
$32.6M +$99.1K +14,784 +0.3%
LSV Asset Management
5
LSV Asset Management
Illinois
$31.5M -$92.5K -13,800 -0.3%
Charles Schwab
6
Charles Schwab
California
$25.7M +$1.59M +237,538 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$21.5M +$437K +65,141 +2%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$19.9M +$102K +15,159 +0.5%
WAM
9
Wilsey Asset Management
California
$18.3M +$4.46M +666,145 +34%
N
10
Nuveen
North Carolina
$15.5M +$169K +25,179 +1%
Morgan Stanley
11
Morgan Stanley
New York
$15.2M -$14.8M -2,203,106 -51%
Invesco
12
Invesco
Georgia
$13.6M +$4.01M +599,121 +45%
Man Group
13
Man Group
United Kingdom
$13.4M +$115K +17,167 +0.9%
GT
14
Glenmede Trust
Pennsylvania
$12.4M +$802K +119,635 +7%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$12.3M +$3.69M +549,981 +46%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$12M +$39.8K +5,945 +0.3%
Northern Trust
17
Northern Trust
Illinois
$10.6M +$329K +49,140 +3%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$9.71M -$455K -67,972 -5%
Goldman Sachs
19
Goldman Sachs
New York
$8.83M +$916K +136,725 +12%
SFM
20
Systematic Financial Management
New Jersey
$8.17M +$142K +21,182 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$7.94M +$3.38M +504,965 +81%
AQR Capital Management
22
AQR Capital Management
Connecticut
$7.68M -$255 -38 -0%
UBS AM
23
UBS AM
Illinois
$6.47M +$375K +55,930 +6%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$6.4M -$3.35K -500 -0.1%
Norges Bank
25
Norges Bank
Norway
$6.17M -$3.2M -477,815 -35%

PDM Hedge Fund Activity: Q1 2024 in Review

237 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piedmont Realty Trust (PDM) for Q1 2024, worth a combined $747M — down 2.2% from $764M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PDM positions and 23 closed out — a net gain of 2 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was Wilsey Asset Management, adding an estimated $4.46M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.

  • 237 institutional investors held Piedmont Realty Trust (PDM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $747M of Piedmont Realty Trust stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 25 funds opened new Piedmont Realty Trust positions in Q1 2024 and 23 closed out, a net change of +2 holders.
  • The largest Piedmont Realty Trust buyer in Q1 2024 was Wilsey Asset Management, an estimated $4.46M added.
  • The largest Piedmont Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2024.