Phillips Edison & Co
PECO
365 hedge funds and large institutions have $3.58B invested in Phillips Edison & Co in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 44 closing their positions.
7,571% more call options, than puts
Call options by funds: $3.76M | Put options by funds: $49K
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $3.64B → $3.58B (-$59M)
9% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 132
1.73% less ownership
Funds ownership: 83.43% → 81.7% (-1.7%)
4% less funds holding
Funds holding: 381 → 365 (-16)
30% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$29.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$20.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$15.8M |
| 5 |
GA
GRS Advisors
Chicago,
Illinois
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.6M |
| 2 |
Morgan Stanley
New York
|
-$29.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$20.1M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.6M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.86M |
PECO Hedge Fund Activity: Q1 2024 in Review
365 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q1 2024, worth a combined $3.58B — down 1.6% from $3.64B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of PECO and 31 opened new positions — a net loss of 13 holders — while 132 trimmed existing stakes and 120 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $29.2M. The largest seller was Fidelity Investments, cutting an estimated $39.6M.
- 365 institutional investors held Phillips Edison & Co (PECO) as of Q1 2024, down from 381 in Q4 2023.
- Funds reported $3.58B of Phillips Edison & Co stock for Q1 2024, down 1.6% quarter-over-quarter.
- 31 funds opened new Phillips Edison & Co positions in Q1 2024 and 44 closed out, a net change of -13 holders.
- The largest Phillips Edison & Co buyer in Q1 2024 was Cetera Investment Advisers, an estimated $29.2M added.
- The largest Phillips Edison & Co seller in Q1 2024 was Fidelity Investments, an estimated $39.6M sold.
Based on aggregated 13F filings for Q1 2024.