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Phillips Edison & Co

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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$3K +$2.79K +95 New
Daiwa Securities Group
77
Daiwa Securities Group
Japan
$3K +$2.82K +96 New
Asset Management One
78
Asset Management One
Japan
$2K +$2.32K +79 New
Walleye Capital
79
Walleye Capital
New York
$385 +$368K +12,536 New
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$261 +$250K +8,503 New

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.