We are live on ! Find out more
PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

202 hedge funds and large institutions have $1.04B invested in Pennsylvania Real Estate Investment Trust in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

3% less funds holding

Funds holding: 208202 (-6)

18% less capital invested

Capital invested by funds: $1.28B → $1.04B (-$235M)

67% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $3.84M

Holders
202
Holders Change
-6
Holders Change %
-2.88%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
84
Reduced
59
Closed
23
Calls
$1.29M
Puts
$3.84M
Net Calls
-$2.56M
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$40K -$69.2K -274 -61%
HCM
177
Highlander Capital Management
New Jersey
$39K -$5.05K -20 -10%
RCM
178
Riverhead Capital Management
Delaware
$39K -$3.53K -14 -7%
LIA
179
LS Investment Advisors
Michigan
$38K
AIM
180
Acrospire Investment Management
Illinois
$35K -$45.4K -180 -54%
TAM
181
Tyers Asset Management
Texas
$35K -$3.03K -12 -7%
CAL
182
Capital Analysts LLC
Pennsylvania
$34.9K -$2.78K -11 -7%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$27K +$7.83K +31 +36%
JWA
184
JFS Wealth Advisors
Pennsylvania
$26K
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$26K
PCM
186
Penserra Capital Management
California
$26K +$29.3K +116 New
VCM
187
Versant Capital Management
Arizona
$25K -$2.78K -11 -9%
MAM
188
Meeder Asset Management
Ohio
$18K +$20.2K +80 New
HFM
189
Harvest Fund Management
China
$17K
GWM
190
Geneos Wealth Management
Colorado
$16K -$5.81K -23 -24%
HR
191
Howe & Rusling
New York
$14K
HNB
192
Huntington National Bank
Ohio
$14K
BFEC
193
Benjamin F. Edwards & Company
Missouri
$7K +$7.83K +31 New
CFA
194
CT Financial Advisors
Pennsylvania
$6.06K
FIB
195
First Interstate Bank
Montana
$5K
IA
196
IFP Advisors
Florida
$5K +$2.78K +11 +122%
GAM
197
Gemmer Asset Management
California
$3K +$757 +3 +33%
TRCT
198
Tower Research Capital (TRC)
New York
$2K -$274K -1,086 -99%
HWM
199
Holloway Wealth Management
Florida
$2K
OAM
200
Oppenheimer Asset Management
New York
$1K +$757 +3 New

PEI Hedge Fund Activity: Q1 2017 in Review

202 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2017, worth a combined $1.04B — down 18% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PEI positions and 23 closed out — a net gain of 1 holder — while 84 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $170M. The largest seller was Cohen & Steers, exiting entirely with an estimated $37.9M sold.

  • 202 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2017, down from 208 in Q4 2016.
  • Funds reported $1.04B of Pennsylvania Real Estate Investment Trust stock for Q1 2017, down 18% quarter-over-quarter.
  • 24 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2017 and 23 closed out, a net change of +1 holder.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2017 was BlackRock, an estimated $170M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2017 was Cohen & Steers, an estimated $37.9M sold.

Based on aggregated 13F filings for Q1 2017.