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
Morgan Stanley
51
Morgan Stanley
New York
$319K +$305K +10,406 New
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$318K +$304K +10,357 New
AIG
53
American International Group
New York
$315K +$301K +10,259 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$311K +$297K +10,128 New
SOADOR
55
State of Alaska Department of Revenue
Alaska
$302K +$289K +9,849 New
Two Sigma Advisers
56
Two Sigma Advisers
New York
$298K +$285K +9,700 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$276K +$261K +8,901 New
FP
58
Foundry Partners
Minnesota
$261K +$250K +8,510 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$252K +$241K +8,200 New
Jane Street
60
Jane Street
New York
$243K +$232K +7,908 New
MIM
61
MetLife Investment Management
New Jersey
$224K +$214K +7,305 New
IA
62
IndexIQ Advisors
New York
$224K +$214K +7,283 New
Bank of America
63
Bank of America
North Carolina
$198K +$189K +6,446 New
Victory Capital Management
64
Victory Capital Management
Texas
$170K +$161K +5,490 New
MLICM
65
Metropolitan Life Insurance Company (MetLife)
New York
$170K +$162K +5,527 New
SPIA
66
Steward Partners Investment Advisory
New York
$80K +$76.5K +2,605 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$74K +$71.1K +2,421 New
Citigroup
68
Citigroup
New York
$65K +$62.1K +2,115 New
Osaic Holdings
69
Osaic Holdings
Arizona
$64K +$59.5K +2,028 New
Legal & General Group
70
Legal & General Group
United Kingdom
$47K +$45.4K +1,546 New
AIP
71
Ameritas Investment Partners
Nebraska
$44K +$42.2K +1,437 New
HI
72
Harbour Investments
Wisconsin
$27K +$26.1K +890 New
AWA
73
Arkadios Wealth Advisors
Georgia
$26K +$24.9K +850 New
Lazard Asset Management
74
Lazard Asset Management
New York
$25K +$24.7K +842 New
TRCT
75
Tower Research Capital (TRC)
New York
$23K +$22.3K +759 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.