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Phillips Edison & Co

347 hedge funds and large institutions have $2.72B invested in Phillips Edison & Co in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 128 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,642% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $378K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

2% more capital invested

Capital invested by funds: $2.68B → $2.72B (+$45.6M)

1% more funds holding

Funds holding: 344347 (+3)

0.48% less ownership

Funds ownership: 71.83%71.35% (-0.48%)

23% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 128

Holders
347
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
98
Reduced
128
Closed
33
Calls
$6.58M
Puts
$378K
Net Calls
+$6.21M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$13.1M -$3.38M -103,375 -21%
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$11.7M +$11.7M +358,197 New
AWM
28
AE Wealth Management
Kansas
$10.5M -$47.8K -1,460 -0.4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$10.4M -$234K -7,164 -2%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$10.2M +$10.4M +318,503 New
Deutsche Bank
31
Deutsche Bank
Germany
$9.89M +$750K +22,913 +8%
Renaissance Technologies
32
Renaissance Technologies
New York
$9.19M +$579K +17,700 +7%
LPL Financial
33
LPL Financial
California
$8.71M -$1.98M -60,404 -18%
CS
34
Credit Suisse
Switzerland
$8.56M +$4.11M +125,711 +92%
Swiss National Bank
35
Swiss National Bank
Switzerland
$8.24M -$952K -29,100 -10%
Asset Management One
36
Asset Management One
Japan
$8.19M +$2.21M +67,498 +37%
ML
37
McAdam LLC
Pennsylvania
$7.99M +$8.01M +244,903 New
Invesco
38
Invesco
Georgia
$7.89M +$761K +23,266 +11%
Mariner
39
Mariner
Kansas
$7.8M -$101K -3,086 -1%
BIC
40
B&I Capital
Switzerland
$7.47M -$340K -10,400 -4%
CG
41
Colony Group
Massachusetts
$7.38M -$864K -26,412 -10%
IFG
42
Independent Financial Group
California
$6.76M -$192K -5,871 -3%
FFA
43
First Foundation Advisors
California
$6.08M -$2.01M -61,345 -25%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$5.88M +$5.1M +155,936 +640%
Macquarie Group
45
Macquarie Group
Australia
$5.84M +$36.9K +1,129 +0.6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$5.83M +$49.3K +1,506 +0.9%
Goldman Sachs
47
Goldman Sachs
New York
$5.65M +$1.01M +30,956 +22%
First Trust Advisors
48
First Trust Advisors
Illinois
$5.65M -$5.97M -182,347 -51%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$5.6M +$1.48M +45,303 +36%
AAS
50
Ameritas Advisory Services
Nebraska
$5.17M -$2.73M -83,335 -34%

PECO Hedge Fund Activity: Q1 2023 in Review

347 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q1 2023, worth a combined $2.72B — up 1.7% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PECO positions and 33 closed out — a net gain of 12 holders — while 98 added to existing stakes and 128 trimmed.

The largest buyer was Norges Bank, adding an estimated $20.6M. The largest seller was Fidelity Investments, cutting an estimated $38.6M.

  • 347 institutional investors held Phillips Edison & Co (PECO) as of Q1 2023, up from 344 in Q4 2022.
  • Funds reported $2.72B of Phillips Edison & Co stock for Q1 2023, up 1.7% quarter-over-quarter.
  • 45 funds opened new Phillips Edison & Co positions in Q1 2023 and 33 closed out, a net change of +12 holders.
  • The largest Phillips Edison & Co buyer in Q1 2023 was Norges Bank, an estimated $20.6M added.
  • The largest Phillips Edison & Co seller in Q1 2023 was Fidelity Investments, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2023.