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Phillips Edison & Co
PECO

359 hedge funds and large institutions have $3.31B invested in Phillips Edison & Co in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 139 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $5.27M | Put options by funds: $1.22M

0.33% less ownership

Funds ownership: 84.47% → 84.15% (-0.33%)

2% less capital invested

Capital invested by funds: $3.38B → $3.31B (-$62.4M)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

2% less funds holding

Funds holding: 365 → 359 (-6)

24% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 139

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
359
Holders Change
-6
Holders Change %
-1.64%
% of All Funds
5.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
106
Reduced
139
Closed
33
Calls
$5.27M
Puts
$1.22M
Net Calls
+$4.04M
Net Calls Change
-$1.41M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$19.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$16.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.45M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.41M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.4M
2
BlackRock
BlackRock
New York
-$14M
3
N
Nuveen
North Carolina
-$7.58M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.36M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$16.1M +$57.2K +1,655 +0.3%
Osaic Holdings
27
Osaic Holdings
Arizona
$15M -$5.41M -156,608 -26%
CAN
28
Cetera Advisor Networks
California
$13.7M +$319K +9,234 +2%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$13.3M +$327K +9,457 +2%
Goldman Sachs
30
Goldman Sachs
New York
$13.3M -$4.94M -142,935 -26%
Invesco
31
Invesco
Georgia
$13.2M +$4.02M +116,369 +42%
Ameriprise
32
Ameriprise
Minnesota
$12.5M -$1.22M -35,271 -9%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$12.5M -$1.96M -56,604 -13%
LPL Financial
34
LPL Financial
California
$11.7M +$3.24M +93,719 +37%
AWM
35
AE Wealth Management
Kansas
$11.2M +$1.13M +32,574 +11%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$9.88M +$2.1M +60,718 +26%
Deutsche Bank
37
Deutsche Bank
Germany
$9.4M -$816K -23,607 -8%
Asset Management One
38
Asset Management One
Japan
$9.15M -$1.64M -47,505 -15%
Swiss National Bank
39
Swiss National Bank
Switzerland
$8.65M +$86.4K +2,500 +1%
CS
40
Credit Suisse
Switzerland
$8.51M -$551K -15,924 -6%
IFG
41
Independent Financial Group
California
$8.37M +$1.29M +37,431 +18%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$8.09M -$632K -18,281 -7%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$7.34M +$3.31M +95,739 +78%
Bank of America
44
Bank of America
North Carolina
$7.26M +$1.82M +52,666 +32%
BIC
45
B&I Capital
Switzerland
$7.23M +$211K +6,100 +3%
PCIA
46
Prime Capital Investment Advisors
Kansas
$6.9M -$539K -15,588 -7%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$6.82M +$3.15M +91,119 +81%
CG
48
Colony Group
Massachusetts
$6.24M -$404K -11,681 -6%
Mariner
49
Mariner
Kansas
$6.14M -$479K -13,859 -7%
ML
50
McAdam LLC
Pennsylvania
$6M -$673K -19,466 -10%
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PECO Hedge Fund Activity: Q3 2023 in Review

359 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q3 2023, worth a combined $3.31B — down 1.8% from $3.38B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PECO and 30 opened new positions — a net loss of 3 holders — while 139 trimmed existing stakes and 106 added.

The largest buyer was Citadel Advisors, adding an estimated $19.6M. The largest seller was Wellington Management Group, cutting an estimated $36.4M.

  • 359 institutional investors held Phillips Edison & Co (PECO) as of Q3 2023, down from 365 in Q2 2023.
  • Funds reported $3.31B of Phillips Edison & Co stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 30 funds opened new Phillips Edison & Co positions in Q3 2023 and 33 closed out, a net change of -3 holders.
  • The largest Phillips Edison & Co buyer in Q3 2023 was Citadel Advisors, an estimated $19.6M added.
  • The largest Phillips Edison & Co seller in Q3 2023 was Wellington Management Group, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2023.