We are live on ! Find out more
PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

190 hedge funds and large institutions have $600M invested in Pennsylvania Real Estate Investment Trust in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 204190 (-14)

15% less capital invested

Capital invested by funds: $702M → $600M (-$103M)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

53% less call options, than puts

Call options by funds: $1.76M | Put options by funds: $3.74M

Holders
190
Holders Change
-14
Holders Change %
-6.86%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
56
Reduced
70
Closed
34
Calls
$1.76M
Puts
$3.74M
Net Calls
-$1.98M
Net Calls Change
+$740K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Tyers Asset Management
Texas
$79K +$26.1K +168 +43%
MAM
152
Meeder Asset Management
Ohio
$70K +$45.4K +292 +145%
AIP
153
Ameritas Investment Partners
Nebraska
$56K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$56K
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$46.7K -$167K -1,077 -77%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$44K +$4.04K +26 +9%
VCM
157
Versant Capital Management
Arizona
$38K +$6.38K +41 +18%
AG
158
Advisor Group
Arizona
$30K -$14.5K -93 -30%
HCM
159
Highlander Capital Management
New Jersey
$25K
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$21K -$74.5K -479 -77%
CAL
161
Capital Analysts LLC
Pennsylvania
$21K +$311 +2 +1%
QCG
162
Quadrant Capital Group
Ohio
$20K
LIA
163
LS Investment Advisors
Michigan
$18K
QT
164
Quantbot Technologies
New York
$17K -$458K -2,943 -96%
Pacer Advisors
165
Pacer Advisors
Pennsylvania
$16K -$777 -5 -4%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$15K
SWM
167
SeaCrest Wealth Management
New York
$14K
JWA
168
JFS Wealth Advisors
Pennsylvania
$13K
BFEC
169
Benjamin F. Edwards & Company
Missouri
$11K
GWM
170
Geneos Wealth Management
Colorado
$10K +$466 +3 +4%
HNB
171
Huntington National Bank
Ohio
$8K
HFM
172
Harvest Fund Management
China
$6K +$6.22K +40 New
SWP
173
Stratos Wealth Partners
Ohio
$6K +$6.22K +40 New
IA
174
IFP Advisors
Florida
$5K +$5.6K +36 New
Parallax Volatility Advisers
175
Parallax Volatility Advisers
California
$5K +$5.75K +37 New

PEI Hedge Fund Activity: Q3 2018 in Review

190 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q3 2018, worth a combined $600M — down 15% from $702M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PEI and 22 opened new positions — a net loss of 12 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $10.2M. The largest seller was BNP Paribas Asset Management, cutting an estimated $4.44M.

  • 190 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q3 2018, down from 204 in Q2 2018.
  • Funds reported $600M of Pennsylvania Real Estate Investment Trust stock for Q3 2018, down 15% quarter-over-quarter.
  • 22 funds opened new Pennsylvania Real Estate Investment Trust positions in Q3 2018 and 34 closed out, a net change of -12 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $10.2M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q3 2018 was BNP Paribas Asset Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q3 2018.