Phillips Edison & Co
PECO
373 hedge funds and large institutions have $3.18B invested in Phillips Edison & Co in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 32 closing their positions.
15,475% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $16K
50% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 32
2% more funds holding
Funds holding: 365 → 373 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.32% less ownership
Funds ownership: 81.7% → 79.38% (-2.3%)
11% less capital invested
Capital invested by funds: $3.58B → $3.18B (-$403M)
19% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$40.1M |
| 2 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$32M |
| 3 |
JP Morgan Chase
New York
|
+$15.9M |
| 4 |
Goldman Sachs
New York
|
+$14.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$65.5M |
| 2 |
GA
GRS Advisors
Chicago,
Illinois
|
-$37.5M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$19.8M |
| 4 |
Holocene Advisors
New York
|
-$19.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.4M |
PECO Hedge Fund Activity: Q2 2024 in Review
373 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q2 2024, worth a combined $3.18B — down 11% from $3.58B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new PECO positions and 32 closed out — a net gain of 16 holders — while 113 added to existing stakes and 140 trimmed.
The largest buyer was Alyeska Investment Group, adding an estimated $40.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $65.5M.
- 373 institutional investors held Phillips Edison & Co (PECO) as of Q2 2024, up from 365 in Q1 2024.
- Funds reported $3.18B of Phillips Edison & Co stock for Q2 2024, down 11% quarter-over-quarter.
- 48 funds opened new Phillips Edison & Co positions in Q2 2024 and 32 closed out, a net change of +16 holders.
- The largest Phillips Edison & Co buyer in Q2 2024 was Alyeska Investment Group, an estimated $40.1M added.
- The largest Phillips Edison & Co seller in Q2 2024 was Massachusetts Financial Services, an estimated $65.5M sold.
Based on aggregated 13F filings for Q2 2024.