Pennsylvania Real Estate Investment Trust
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.
9% less capital invested
Capital invested by funds: $54.4M → $49.6M (-$4.83M)
9% less funds holding
Funds holding: 137 → 124 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.2M |
| 2 |
Squarepoint
New York
|
+$1.09M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$682K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$518K |
| 5 |
Jane Street
New York
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$9.19M |
| 2 |
BlackRock
New York
|
-$4.21M |
| 3 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
-$3.58M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.87M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCG
151
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$3K | -193 | Closed |
|
|
EW
152
Evoke Wealth
Los Angeles,
California
| – | -$1.46K | -106 | Closed |
|
|
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$1K | -106 | Closed |
|
|
GT
154
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$577 | -32 | -89% |
|
|
OPS
155
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$126 | +7 | New |
|
|
MAM
156
Meeder Asset Management
Dublin,
Ohio
| – | +$144 | +8 | New |
|
157
Fidelity Investments
Boston,
Massachusetts
| – | +$180 | +10 | New |
|
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.