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PEI

Pennsylvania Real Estate Investment Trust

Delisted

PEI was delisted on the 15th of December, 2022.

199 hedge funds and large institutions have $353M invested in Pennsylvania Real Estate Investment Trust in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

5% more funds holding

Funds holding: 190199 (+9)

36% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 78

37% less call options, than puts

Call options by funds: $1.08M | Put options by funds: $1.7M

41% less capital invested

Capital invested by funds: $600M → $353M (-$247M)

Holders
199
Holders Change
+9
Holders Change %
+4.74%
% of All Funds
4.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
50
Reduced
78
Closed
18
Calls
$1.08M
Puts
$1.7M
Net Calls
-$621K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.56M -$8.64M -69,423 -71%
Ameriprise
27
Ameriprise
Minnesota
$2.18M -$17.1K -137 -0.6%
FP
28
Foundry Partners
Minnesota
$2.11M +$1.08M +8,648 +58%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$2.06M -$2.69M -21,600 -48%
Legal & General Group
30
Legal & General Group
United Kingdom
$2.03M +$31.4K +252 +1%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$1.84M +$4.98K +40 +0.2%
PPA
32
Parametric Portfolio Associates
Washington
$1.72M -$122K -979 -5%
MOACM
33
Mutual of America Capital Management
New York
$1.38M -$40.2K -323 -2%
UBS Group
34
UBS Group
Switzerland
$1.28M -$613K -4,928 -26%
Citadel Advisors
35
Citadel Advisors
Florida
$1.28M +$1.67M +13,424 +1,467%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$1.27M -$215K -1,725 -11%
Wells Fargo
37
Wells Fargo
California
$1.27M -$168K -1,346 -9%
V
38
Veritable
Delaware
$1.26M +$183K +1,467 +12%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.24M +$263K +2,110 +18%
RA
40
RMR Advisors
Massachusetts
$1.2M
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$1.19M -$8.71K -70 -0.5%
UBS AM
42
UBS AM
Illinois
$1.17M +$35K +281 +2%
CS
43
Credit Suisse
Switzerland
$1.03M +$82.7K +664 +6%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.02M +$28.8K +231 +2%
Deutsche Bank
45
Deutsche Bank
Germany
$964K -$718K -5,771 -35%
Barclays
46
Barclays
United Kingdom
$955K -$401K -3,219 -23%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$942K -$235K -1,885 -15%
PI
48
PineBridge Investments
New York
$870K +$24.1K +194 +2%
TCIM
49
TIAA CREF Investment Management
New York
$868K
TA
50
Teachers Advisors
New York
$847K

PEI Hedge Fund Activity: Q4 2018 in Review

199 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q4 2018, worth a combined $353M — down 41% from $600M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PEI positions and 18 closed out — a net gain of 9 holders — while 50 added to existing stakes and 78 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $5.07M. The largest seller was Vanguard Group, cutting an estimated $14.3M.

  • 199 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q4 2018, up from 190 in Q3 2018.
  • Funds reported $353M of Pennsylvania Real Estate Investment Trust stock for Q4 2018, down 41% quarter-over-quarter.
  • 27 funds opened new Pennsylvania Real Estate Investment Trust positions in Q4 2018 and 18 closed out, a net change of +9 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q4 2018 was Moore Capital Management, an estimated $5.07M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q4 2018 was Vanguard Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2018.