Phillips Edison & Co
PECO
381 hedge funds and large institutions have $3.64B invested in Phillips Edison & Co in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 117 increasing their positions, 127 reducing their positions, and 28 closing their positions.
192% more call options, than puts
Call options by funds: $4.04M | Put options by funds: $1.39M
104% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 28
10% more capital invested
Capital invested by funds: $3.31B → $3.64B (+$327M)
6% more funds holding
Funds holding: 359 → 381 (+22)
0.71% less ownership
Funds ownership: 84.15% → 83.43% (-0.71%)
8% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$34.8M |
| 2 |
GA
GRS Advisors
Chicago,
Illinois
|
+$25M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$15.3M |
| 4 |
BlackRock
New York
|
+$13.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$74.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.4M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$16.2M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$9.88M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$4.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNWTC
401
Laird Norton Wetherby Trust Company
Seattle,
Washington
| – | -$229K | -6,800 | Closed |
|
|
FCA
402
FLC Capital Advisors
Palm Desert,
California
| – | -$221K | -6,580 | Closed |
|
403
Allspring Global Investments
Charlotte,
North Carolina
| – | -$197K | -5,878 | Closed |
|
404
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$64.3K | -1,916 | Closed |
|
|
BWS
405
Buck Wealth Strategies
Denver,
Colorado
| – | -$41.1K | -1,225 | Closed |
|
|
HWP
406
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| – | -$37.1K | -1,105 | Closed |
|
|
APC
407
Aspire Private Capital
Cornelius,
North Carolina
| – | -$4.09K | -122 | Closed |
|
408
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -92 | Closed |
|
PECO Hedge Fund Activity: Q4 2023 in Review
381 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2023, worth a combined $3.64B — up 9.9% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new PECO positions and 28 closed out — a net gain of 29 holders — while 117 added to existing stakes and 127 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $34.8M. The largest seller was Massachusetts Financial Services, cutting an estimated $74.2M.
- 381 institutional investors held Phillips Edison & Co (PECO) as of Q4 2023, up from 359 in Q3 2023.
- Funds reported $3.64B of Phillips Edison & Co stock for Q4 2023, up 9.9% quarter-over-quarter.
- 57 funds opened new Phillips Edison & Co positions in Q4 2023 and 28 closed out, a net change of +29 holders.
- The largest Phillips Edison & Co buyer in Q4 2023 was Morgan Stanley, an estimated $34.8M added.
- The largest Phillips Edison & Co seller in Q4 2023 was Massachusetts Financial Services, an estimated $74.2M sold.
Based on aggregated 13F filings for Q4 2023.