Pennsylvania Real Estate Investment Trust
PEI was delisted on the 15th of December, 2022.
40 hedge funds and large institutions have $1.7M invested in Pennsylvania Real Estate Investment Trust in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 31 closing their positions.
39% less funds holding
Funds holding: 66 → 40 (-26)
61% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 18
65% less capital invested
Capital invested by funds: $4.85M → $1.7M (-$3.15M)
83% less call options, than puts
Call options by funds: $340K | Put options by funds: $2.04M
84% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$235K |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$176K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$83.8K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$28.3K |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$20.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$90K |
| 2 |
BlackRock
New York
|
-$87K |
| 3 |
VF
Virtu Financial
New York
|
-$70K |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$54K |
| 5 |
V
Veritable
Wilmington,
Delaware
|
-$45.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRC
51
Shufro Rose & Co
New York
| – | -$6K | -673 | Closed |
|
|
FA
52
Forefront Analytics
West Conshohocken,
Pennsylvania
| – | -$6K | -667 | Closed |
|
|
HH
53
Hilltop Holdings
Dallas,
Texas
| – | -$6K | -667 | Closed |
|
54
JP Morgan Chase
New York
| – | -$2.99K | -454 | -100% |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| – | -$3K | -333 | Closed |
|
56
BNP Paribas Financial Markets
Paris,
France
| – | -$987 | -104 | Closed |
|
|
AF
57
Advisornet Financial
Minnetonka,
Minnesota
| – | -$7 | -1 | -4% |
|
|
CFN
58
Cordasco Financial Network
Naples,
Florida
| – | -$7 | -1 | -1% |
|
59
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$40 | +6 | New |
|
|
MAM
60
Meeder Asset Management
Dublin,
Ohio
| – | +$46 | +7 | New |
|
61
Osaic Holdings
Scottsdale,
Arizona
| – | +$59 | +9 | +23% |
|
62
Barclays
London,
United Kingdom
| – | +$132 | +20 | New |
|
|
CS
63
Credit Suisse
Zurich,
Switzerland
| – | +$204 | +31 | New |
|
PEI Hedge Fund Activity: Q2 2022 in Review
40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q2 2022, worth a combined $1.7M — down 65% from $4.85M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PEI and 5 opened new positions — a net loss of 26 holders — while 18 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $235K. The largest seller was Northern Trust, exiting entirely with an estimated $90K sold.
- 40 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q2 2022, down from 66 in Q1 2022.
- Funds reported $1.7M of Pennsylvania Real Estate Investment Trust stock for Q2 2022, down 65% quarter-over-quarter.
- 5 funds opened new Pennsylvania Real Estate Investment Trust positions in Q2 2022 and 31 closed out, a net change of -26 holders.
- The largest Pennsylvania Real Estate Investment Trust buyer in Q2 2022 was Morgan Stanley, an estimated $235K added.
- The largest Pennsylvania Real Estate Investment Trust seller in Q2 2022 was Northern Trust, an estimated $90K sold.
Based on aggregated 13F filings for Q2 2022.