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Phillips Edison & Co

300 hedge funds and large institutions have $2.37B invested in Phillips Edison & Co in 2022 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 58 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,294% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 16

346% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 13

323% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.51M

222% more capital invested

Capital invested by funds: $735M → $2.37B (+$1.63B)

216% more funds holding

Funds holding: 95300 (+205)

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

52.95% less ownership

Funds ownership: 113.65%60.69% (-53%)

Holders
300
Holders Change
+205
Holders Change %
+215.79%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
223
Increased
58
Reduced
13
Closed
16
Calls
$6.38M
Puts
$1.51M
Net Calls
+$4.87M
Net Calls Change
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
251
Destiny Wealth Partners
Florida
$138K +$132K +4,006 New
LFG
252
Larson Financial Group
Missouri
$129K +$123K +3,752 New
NFSG
253
Newbridge Financial Services Group
Florida
$125K +$119K +3,632 New
EWA
254
EverSource Wealth Advisors
Alabama
$125K +$119K +3,635 New
AWM
255
Avior Wealth Management
Nebraska
$122K +$117K +3,562 New
AF
256
Advisornet Financial
Minnesota
$115K +$110K +3,357 New
SPIA
257
Steward Partners Investment Advisory
New York
$108K +$5.42K +165 +6%
APC
258
Aspire Private Capital
North Carolina
$108K +$103K +3,148 New
BCMIO
259
Beacon Capital Management Inc (Ohio)
Ohio
$104K +$99K +3,015 New
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$99K +$94.1K +2,866 New
SOW
261
State of Wyoming
Wyoming
$86K +$48.5K +1,477 +144%
HR
262
Howe & Rusling
New York
$81K +$76.9K +2,341 New
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$78K +$74.2K +2,261 New
Simplex Trading
264
Simplex Trading
Illinois
$78K +$74.7K +2,274 New
AssetMark Inc
265
AssetMark Inc
California
$68K +$64.8K +1,973 New
S
266
SignatureFD
Georgia
$62K +$59.1K +1,800 New
HWMA
267
Heritage Wealth Management (Arizona)
Arizona
$60K +$57.6K +1,754 New
CTC
268
Central Trust Company
Missouri
$59K +$56.8K +1,730 New
TRCT
269
Tower Research Capital (TRC)
New York
$52K +$28.1K +857 +130%
PFBT
270
Parkside Financial Bank & Trust
Missouri
$48K +$45.4K +1,382 New
CAM
271
Chandler Asset Management
California
$46.3K +$44.2K +1,347 New
RDFA
272
Ritter Daniher Financial Advisory
Ohio
$46K +$43.7K +1,331 New
PWMG
273
Prestige Wealth Management Group
New Jersey
$46K +$43.8K +1,333 New
M1FG
274
Mach-1 Financial Group
Arkansas
$44K +$42.2K +1,285 New
BAM
275
Bellevue Asset Management
Washington
$38K +$35.9K +1,093 New

PECO Hedge Fund Activity: Q1 2022 in Review

300 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q1 2022, worth a combined $2.37B — up 222% from $735M a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new PECO positions and 16 closed out — a net gain of 207 holders — while 58 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $294M. The largest seller was Prudential Financial, cutting an estimated $26.5M.

  • 300 institutional investors held Phillips Edison & Co (PECO) as of Q1 2022, up from 95 in Q4 2021.
  • Funds reported $2.37B of Phillips Edison & Co stock for Q1 2022, up 222% quarter-over-quarter.
  • 223 funds opened new Phillips Edison & Co positions in Q1 2022 and 16 closed out, a net change of +207 holders.
  • The largest Phillips Edison & Co buyer in Q1 2022 was Vanguard Group, an estimated $294M added.
  • The largest Phillips Edison & Co seller in Q1 2022 was Prudential Financial, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2022.