Phillips Edison & Co
PECO
402 hedge funds and large institutions have $3.76B invested in Phillips Edison & Co in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 145 reducing their positions, and 26 closing their positions.
6,961% more call options, than puts
Call options by funds: $2.9M | Put options by funds: $41K
123% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 26
18% more capital invested
Capital invested by funds: $3.18B → $3.76B (+$585M)
8% more funds holding
Funds holding: 373 → 402 (+29)
2.18% more ownership
Funds ownership: 79.38% → 81.56% (+2.2%)
21% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 145
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$38.8M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$21.9M |
| 3 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$17.6M |
| 4 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
+$15.2M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$14.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$12.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.57M |
PECO Hedge Fund Activity: Q3 2024 in Review
402 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q3 2024, worth a combined $3.76B — up 18% from $3.18B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new PECO positions and 26 closed out — a net gain of 32 holders — while 114 added to existing stakes and 145 trimmed.
The largest buyer was Centersquare Investment Management, adding an estimated $38.8M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $14.7M.
- 402 institutional investors held Phillips Edison & Co (PECO) as of Q3 2024, up from 373 in Q2 2024.
- Funds reported $3.76B of Phillips Edison & Co stock for Q3 2024, up 18% quarter-over-quarter.
- 58 funds opened new Phillips Edison & Co positions in Q3 2024 and 26 closed out, a net change of +32 holders.
- The largest Phillips Edison & Co buyer in Q3 2024 was Centersquare Investment Management, an estimated $38.8M added.
- The largest Phillips Edison & Co seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2024.