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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
JWCA
76
J.W. Cole Advisors
Florida
$2.65M -$41.6K -1,204 -2%
MOACM
77
Mutual of America Capital Management
New York
$2.64M +$956K +27,641 +54%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.64M +$138K +3,996 +5%
COPPSERS
79
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.63M -$1.87M -54,104 -41%
ECM
80
ExodusPoint Capital Management
New York
$2.63M -$1.05M -30,439 -28%
SG Americas Securities
81
SG Americas Securities
New York
$2.6M +$2.07M +59,854 +342%
Jane Street
82
Jane Street
New York
$2.56M +$2.64M +76,413 New
Barclays
83
Barclays
United Kingdom
$2.52M +$358K +10,352 +16%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$2.46M -$33.7K -976 -1%
MLA
85
My Legacy Advisors
Oregon
$2.44M -$210K -6,071 -8%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$2.44M -$344K -9,958 -12%
Mitsubishi UFJ Asset Management
87
Mitsubishi UFJ Asset Management
Japan
$2.37M +$71.5K +2,067 +3%
GWM
88
Geneos Wealth Management
Colorado
$2.27M +$71.3K +2,062 +3%
AWA
89
Arkadios Wealth Advisors
Georgia
$2.24M -$452K -13,062 -16%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$2.23M +$748K +21,631 +48%
AIG
91
American International Group
New York
$2.17M +$47.9K +1,386 +2%
IAN
92
Integrated Advisors Network
Texas
$2.17M -$64.7K -1,872 -3%
IMRF
93
Illinois Municipal Retirement Fund
Illinois
$2.16M +$2.23M +64,503 New
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$2.15M -$1.01M -29,078 -31%
Victory Capital Management
95
Victory Capital Management
Texas
$2.15M +$443K +12,821 +25%
AWS
96
Atria Wealth Solutions
New York
$2.11M -$236K -6,839 -10%
MIM
97
MetLife Investment Management
New Jersey
$2.08M – – –
CIM
98
Centersquare Investment Management
Pennsylvania
$2.08M – – –
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.07M +$502K +14,525 +31%
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$2.01M -$62.2K -1,800 -3%
2 3
4
5 6

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.