We are live on ! Find out more
PECO icon

Phillips Edison & Co
PECO

80 hedge funds and large institutions have $640M invested in Phillips Edison & Co in 2021 Q3 according to their latest regulatory filings, with 80 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

106.72% more ownership

Funds ownership: 0% → 106.72% (+107%)

Holders
80
Holders Change
+80
Holders Change %
–
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$76.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$50.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$43M
5
CIM
Centersquare Investment Management
Pennsylvania
+$37.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Cinctive Capital Management
New York
$4.33M +$4.14M +141,002 New
Charles Schwab
27
Charles Schwab
California
$4.14M +$3.96M +134,922 New
CCM
28
CAAS Capital Management
New York
$3.07M +$2.94M +100,000 New
CC
29
Carlson Capital
Texas
$2.93M +$2.8M +95,440 New
Blackstone Inc
30
Blackstone Inc
New York
$2.92M +$2.79M +95,147 New
Citadel Advisors
31
Citadel Advisors
Florida
$1.78M +$1.7M +58,078 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.65M +$1.57M +53,569 New
Ameriprise
33
Ameriprise
Minnesota
$1.42M +$1.36M +46,170 New
Two Sigma Investments
34
Two Sigma Investments
New York
$1.29M +$1.23M +41,900 New
BCM
35
Beck Capital Management
Texas
$1.15M +$1.1M +37,368 New
Verition Fund Management
36
Verition Fund Management
Connecticut
$1.01M +$961K +32,748 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$987K +$944K +32,150 New
AC
38
Allstate Corporation
Illinois
$825K +$789K +26,878 New
SO
39
STRS Ohio
Ohio
$787K +$753K +25,657 New
FWIA
40
Fort Washington Investment Advisors
Ohio
$759K +$725K +24,700 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$741K +$708K +24,116 New
FC
42
Full18 Capital
Connecticut
$705K +$674K +22,964 New
Hudson Bay Capital Management
43
Hudson Bay Capital Management
Connecticut
$536K +$512K +17,458 New
Norges Bank
44
Norges Bank
Norway
$509K +$487K +16,579 New
Goldman Sachs
45
Goldman Sachs
New York
$455K +$435K +14,824 New
Man Group
46
Man Group
United Kingdom
$451K +$431K +14,700 New
IFG
47
Independent Financial Group
California
$369K +$352K +12,000 New
GAB
48
German American Bancorp
Indiana
$341K +$326K +11,118 New
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$336K +$321K +10,950 New
SG Americas Securities
50
SG Americas Securities
New York
$334K +$319K +10,863 New
1
2
3 4

PECO Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q3 2021, worth a combined $640M.

Buyers outnumbered sellers: 80 funds opened new PECO positions and 0 closed out — a net gain of 80 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $94.2M.

  • 80 institutional investors held Phillips Edison & Co (PECO) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $640M of Phillips Edison & Co stock for Q3 2021.
  • 80 funds opened new Phillips Edison & Co positions in Q3 2021 and 0 closed out, a net change of +80 holders.
  • The largest Phillips Edison & Co buyer in Q3 2021 was Fidelity Investments, an estimated $94.2M added.

Based on aggregated 13F filings for Q3 2021.