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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

177 hedge funds and large institutions have $328M invested in Pennsylvania Real Estate Investment Trust in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

7% less capital invested

Capital invested by funds: $353M → $328M (-$25.5M)

11% less funds holding

Funds holding: 199177 (-22)

45% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.14M

54% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 41

Holders
177
Holders Change
-22
Holders Change %
-11.06%
% of All Funds
3.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
70
Reduced
49
Closed
41
Calls
$1.19M
Puts
$2.14M
Net Calls
-$955K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
EII Capital Management
New York
$95K +$46.1K +466 +87%
QT
127
Quantbot Technologies
New York
$92K -$52.7K -533 -35%
MCIM
128
Meadow Creek Investment Management
Georgia
$92K
HF
129
HRT Financial
New York
$86K +$90.5K +915 New
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$84K -$296K -2,992 -77%
PI
131
PEAK6 Investments
Illinois
$83K +$17.3K +175 +25%
SDIC
132
South Dakota Investment Council
South Dakota
$82K
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$79K
First Trust Advisors
134
First Trust Advisors
Illinois
$75K +$494 +5 +0.6%
AAS
135
Avantax Advisory Services
Texas
$74K +$77.3K +782 New
EP
136
Elkfork Partners
Oregon
$72K
SRC
137
Shufro Rose & Co
New York
$72K
PHK
138
Point72 Hong Kong
Hong Kong
$70K +$73.9K +747 New
QI
139
QS Investors
New York
$68K
AB
140
Amalgamated Bank
New York
$68K +$1.98K +20 +3%
Stifel Financial
141
Stifel Financial
Missouri
$66K -$252K -2,552 -79%
USAA
142
United Services Automobile Association
Texas
$65K
SWM
143
Stockman Wealth Management
Montana
$63K
RCM
144
Riverhead Capital Management
Delaware
$58K
Daiwa Securities Group
145
Daiwa Securities Group
Japan
$57K
Walleye Trading
146
Walleye Trading
New York
$54K +$23.2K +235 +70%
TAM
147
Tyers Asset Management
Texas
$52K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$42K -$7.22K -73 -14%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$38K -$3.46K -35 -8%
AIP
150
Ameritas Investment Partners
Nebraska
$37K

PEI Hedge Fund Activity: Q1 2019 in Review

177 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2019, worth a combined $328M — down 7.2% from $353M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PEI and 19 opened new positions — a net loss of 22 holders — while 49 trimmed existing stakes and 70 added.

The largest buyer was Vanguard Group, adding an estimated $13.2M. The largest seller was AEW Capital Management, exiting entirely with an estimated $20.1M sold.

  • 177 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2019, down from 199 in Q4 2018.
  • Funds reported $328M of Pennsylvania Real Estate Investment Trust stock for Q1 2019, down 7.2% quarter-over-quarter.
  • 19 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2019 and 41 closed out, a net change of -22 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2019 was Vanguard Group, an estimated $13.2M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2019 was AEW Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2019.