Pennsylvania Real Estate Investment Trust
PEI was delisted on the 15th of December, 2022.
176 hedge funds and large institutions have $1.05B invested in Pennsylvania Real Estate Investment Trust in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 15 closing their positions.
109% more call options, than puts
Call options by funds: $1.62M | Put options by funds: $776K
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
26% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 53
7% more funds holding
Funds holding: 164 → 176 (+12)
2% more capital invested
Capital invested by funds: $1.03B → $1.05B (+$20M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$16.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.4M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$9.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.8M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$7.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$30.8M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$19M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$16.8M |
| 4 |
ACM
Adelante Capital Management
Alameda,
California
|
-$15.8M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$8.94M |
PEI Hedge Fund Activity: Q4 2013 in Review
176 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q4 2013, worth a combined $1.05B — up 1.9% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PEI positions and 15 closed out — a net gain of 12 holders — while 67 added to existing stakes and 53 trimmed.
The largest buyer was Carlson Capital, adding an estimated $16.7M. The largest seller was Brookfield Corp, exiting entirely with an estimated $30.8M sold.
- 176 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q4 2013, up from 164 in Q3 2013.
- Funds reported $1.05B of Pennsylvania Real Estate Investment Trust stock for Q4 2013, up 1.9% quarter-over-quarter.
- 27 funds opened new Pennsylvania Real Estate Investment Trust positions in Q4 2013 and 15 closed out, a net change of +12 holders.
- The largest Pennsylvania Real Estate Investment Trust buyer in Q4 2013 was Carlson Capital, an estimated $16.7M added.
- The largest Pennsylvania Real Estate Investment Trust seller in Q4 2013 was Brookfield Corp, an estimated $30.8M sold.
Based on aggregated 13F filings for Q4 2013.