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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

124 hedge funds and large institutions have $49.6M invested in Pennsylvania Real Estate Investment Trust in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less capital invested

Capital invested by funds: $54.4M → $49.6M (-$4.83M)

9% less funds holding

Funds holding: 137124 (-13)

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

39% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 44

60% less call options, than puts

Call options by funds: $345K | Put options by funds: $857K

Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
27
Reduced
44
Closed
36
Calls
$345K
Puts
$857K
Net Calls
-$512K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Prelude Capital Management
New York
$14K +$12.2K +678 New
PVH
102
Psagot Value Holdings
Israel
$13K -$1.35M -74,666 -99%
Osaic Holdings
103
Osaic Holdings
Arizona
$11K -$16K -885 -62%
Citigroup
104
Citigroup
New York
$11K -$15.9K -884 -61%
IA
105
IFP Advisors
Florida
$11K +$126 +7 +1%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$10.2K +$3.05K +169 +51%
AIG
107
American International Group
New York
$8K -$49.3K -2,734 -88%
US Bancorp
108
US Bancorp
Minnesota
$8K
CAM
109
Costello Asset Management
Pennsylvania
$5K +$4.09K +227 New
HFA
110
Hoover Financial Advisors
Pennsylvania
$5K +$4.2K +233 New
MOACM
111
Mutual of America Capital Management
New York
$4K +$433 +24 +14%
LIA
112
LS Investment Advisors
Michigan
$3K
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.23K -$4.22K -234 -68%
JWA
114
JFS Wealth Advisors
Pennsylvania
$2K
Lazard Asset Management
115
Lazard Asset Management
New York
$2K +$523 +29 +25%
CSS
116
Cubist Systematic Strategies
Connecticut
$2K +$1.05K +58 +166%
HCM
117
Highlander Capital Management
New Jersey
$1K
VCM
118
Versant Capital Management
Arizona
$1K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$1K +$631 +35 +184%
GWM
120
Geneos Wealth Management
Colorado
$1K +$1.23K +68 New
N
121
Nuveen
North Carolina
-$9.19M -53,654 Closed
KHLMVGHM
122
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$3.58M -44,721 Closed
ZDA
123
Zweig-DiMenna Associates
New York
-$580K -42,432 Closed
SCM
124
Segantii Capital Management
Hong Kong
-$237K -17,333 Closed
KHLMTHM
125
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
-$220K -16,071 Closed

PEI Hedge Fund Activity: Q2 2020 in Review

124 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q2 2020, worth a combined $49.6M — down 8.9% from $54.4M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of PEI and 24 opened new positions — a net loss of 12 holders — while 44 trimmed existing stakes and 27 added.

The largest buyer was Invesco, adding an estimated $1.2M. The largest seller was Nuveen, exiting entirely with an estimated $9.19M sold.

  • 124 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q2 2020, down from 137 in Q1 2020.
  • Funds reported $49.6M of Pennsylvania Real Estate Investment Trust stock for Q2 2020, down 8.9% quarter-over-quarter.
  • 24 funds opened new Pennsylvania Real Estate Investment Trust positions in Q2 2020 and 36 closed out, a net change of -12 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q2 2020 was Invesco, an estimated $1.2M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q2 2020 was Nuveen, an estimated $9.19M sold.

Based on aggregated 13F filings for Q2 2020.