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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
GCM
51
Greenland Capital Management
New York
$5.37M +$4.18M +121,000 +310%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$5.35M +$2.79M +80,589 +102%
WHG
53
Westwood Holdings Group
Texas
$5.23M – – –
AAS
54
Ameritas Advisory Services
Nebraska
$5.14M +$1.74M +50,313 +50%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$4.94M -$1.09M -31,499 -18%
Public Sector Pension Investment Board (PSP Investments)
56
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.87M -$2.18M -63,104 -30%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$4.85M +$5M +144,477 New
First Trust Advisors
58
First Trust Advisors
Illinois
$4.75M -$961K -27,805 -16%
Prudential Financial
59
Prudential Financial
New Jersey
$4.59M -$257K -7,430 -5%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$4.42M -$112K -3,228 -2%
FFA
61
First Foundation Advisors
California
$4.4M -$397K -11,470 -8%
Nomura Asset Management
62
Nomura Asset Management
Japan
$4.38M +$117K +3,390 +3%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$4.35M -$439K -12,686 -9%
SOADOR
64
State of Alaska Department of Revenue
Alaska
$4.33M -$115K -3,330 -3%
FW
65
FirstPurpose Wealth
Utah
$4.3M -$208K -6,016 -4%
CF
66
Centaurus Financial
California
$4.2M +$1.43M +41,335 +49%
TRSOTSOK
67
Teachers Retirement System of the State of Kentucky
Kentucky
$3.43M +$565K +16,328 +19%
TPSF
68
Texas Permanent School Fund
Texas
$3.34M -$124K -3,575 -3%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$3.28M +$2.05M +59,411 +155%
Citigroup
70
Citigroup
New York
$3.14M -$1.21M -35,102 -27%
Amundi
71
Amundi
France
$3M -$89K -2,574 -3%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.97M -$431K -12,460 -12%
RWB
73
RMR Wealth Builders
New Jersey
$2.94M -$188K -5,451 -6%
MCC
74
Money Concepts Capital
Florida
$2.78M +$69.9K +2,022 +3%
ODG
75
O'Dell Group
Ohio
$2.68M -$77.5K -2,242 -3%
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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.