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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

182 hedge funds and large institutions have $732M invested in Pennsylvania Real Estate Investment Trust in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 51

4% less funds holding

Funds holding: 189182 (-7)

6% less capital invested

Capital invested by funds: $781M → $732M (-$49.8M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

62% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $3.91M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
182
Holders Change
-7
Holders Change %
-3.7%
% of All Funds
4.54%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
81
Reduced
51
Closed
23
Calls
$1.48M
Puts
$3.91M
Net Calls
-$2.43M
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
176
Point72 Hong Kong
Hong Kong
$8K +$8.38K +51 New
BFEC
177
Benjamin F. Edwards & Company
Missouri
$5K
PA
178
Parallel Advisors
California
$4K -$164 -1 -4%
FIB
179
First Interstate Bank
Montana
$3K
FANJ
180
Financial Architects (New Jersey)
New Jersey
$2K +$2.14K +13 New
Walleye Trading
181
Walleye Trading
New York
$1.13K -$121K -733 -9%
BGIM
182
Brandywine Global Investment Management
Pennsylvania
$1K
IA
183
IFP Advisors
Florida
$1K
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$1K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$1K +$986 +6 New
KC
186
KRV Capital
New York
-$17.8M -105,000 Closed
MWNA
187
Marshall Wace North America
New York
-$3.33M -20,182 Closed
MFP
188
Michael F. Price
-$2.49M -14,667 Closed
NI
189
Numeric Investors
Massachusetts
-$875K -5,153 Closed
PCM
190
Prelude Capital Management
New York
-$464K -2,733 Closed
ARTA
191
A.R.T. Advisors
New York
-$261K -1,542 Closed
JG
192
Jefferies Group
New York
-$256K -1,507 Closed
Connor, Clark & Lunn Investment Management (CC&L)
193
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$245K -1,440 Closed
FBA
194
Front Barnett Associates
Illinois
-$233K -1,370 Closed
LP
195
LGL Partners
Pennsylvania
-$222K -1,308 Closed
DTL
196
Dynamic Technology Lab
Singapore
-$196K -1,161 Closed
LPL Financial
197
LPL Financial
California
-$185K -1,088 Closed
BCM
198
BlueCrest Capital Management
Jersey
-$172K -1,010 Closed
LFG
199
LifePlan Financial Group
Ohio
-$141K -831 Closed
DCM
200
Dupont Capital Management
Delaware
-$133K -782 Closed

PEI Hedge Fund Activity: Q3 2017 in Review

182 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q3 2017, worth a combined $732M — down 6.4% from $781M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PEI and 17 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 81 added.

The largest buyer was Presima Securities, adding an estimated $17.7M. The largest seller was Deutsche Bank, cutting an estimated $28.4M.

  • 182 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q3 2017, down from 189 in Q2 2017.
  • Funds reported $732M of Pennsylvania Real Estate Investment Trust stock for Q3 2017, down 6.4% quarter-over-quarter.
  • 17 funds opened new Pennsylvania Real Estate Investment Trust positions in Q3 2017 and 23 closed out, a net change of -6 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q3 2017 was Presima Securities, an estimated $17.7M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q3 2017 was Deutsche Bank, an estimated $28.4M sold.

Based on aggregated 13F filings for Q3 2017.