We are live on ! Find out more
PECO icon

Phillips Edison & Co

95 hedge funds and large institutions have $735M invested in Phillips Edison & Co in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

19% more funds holding

Funds holding: 8095 (+15)

15% more capital invested

Capital invested by funds: $640M → $735M (+$95.1M)

6.92% more ownership

Funds ownership: 106.72%113.65% (+6.9%)

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
36
Reduced
15
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$4.27M +$2.29M +71,261 +123%
First Trust Advisors
27
First Trust Advisors
Illinois
$3.19M +$3.1M +96,662 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.1M +$1.29M +40,202 +75%
SAM
29
Securian Asset Management
Minnesota
$2.68M +$2.6M +81,200 New
ARG
30
Advisory Resource Group
Oklahoma
$2.6M +$2.64M +82,362 New
Citigroup
31
Citigroup
New York
$1.64M +$1.52M +47,374 +2,240%
Bank of America
32
Bank of America
North Carolina
$1.56M +$1.31M +40,866 +634%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.42M +$1.38M +43,100 New
Renaissance Technologies
34
Renaissance Technologies
New York
$1.24M +$1.2M +37,500 New
Asset Management One
35
Asset Management One
Japan
$1.08M +$1.05M +32,763 +41,472%
Ameriprise
36
Ameriprise
Minnesota
$1.04M -$469K -14,636 -32%
WP
37
WealthPLAN Partners
Nebraska
$1.03M +$1.05M +32,770 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.01M -$48.1K -1,500 -5%
FPGK
39
Financial Partners Group (Kansas)
Kansas
$998K +$1.02M +31,652 New
HF
40
HRT Financial
New York
$963K +$935K +29,158 New
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$922K +$895K +27,919 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$884K +$534K +16,642 +164%
FCM
43
FJ Capital Management
Virginia
$843K +$834K +26,000 New
SO
44
STRS Ohio
Ohio
$839K -$7.6K -237 -0.9%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$825K +$27.3K +852 +4%
MAM
46
Martingale Asset Management
Massachusetts
$715K +$694K +21,623 New
FC
47
Full18 Capital
Connecticut
$692K
FWIA
48
Fort Washington Investment Advisors
Ohio
$664K -$148K -4,600 -19%
Wells Fargo
49
Wells Fargo
California
$634K +$613K +19,100 +20,105%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$623K +$604K +18,817 New

PECO Hedge Fund Activity: Q4 2021 in Review

95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2021, worth a combined $735M — up 15% from $640M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PECO positions and 19 closed out — a net gain of 15 holders — while 36 added to existing stakes and 15 trimmed.

The largest buyer was B&I Capital, adding an estimated $16M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $15.6M sold.

  • 95 institutional investors held Phillips Edison & Co (PECO) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $735M of Phillips Edison & Co stock for Q4 2021, up 15% quarter-over-quarter.
  • 34 funds opened new Phillips Edison & Co positions in Q4 2021 and 19 closed out, a net change of +15 holders.
  • The largest Phillips Edison & Co buyer in Q4 2021 was B&I Capital, an estimated $16M added.
  • The largest Phillips Edison & Co seller in Q4 2021 was Balyasny Asset Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2021.