Phillips Edison & Co
PECO
95 hedge funds and large institutions have $735M invested in Phillips Edison & Co in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 19 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
19% more funds holding
Funds holding: 80 → 95 (+15)
15% more capital invested
Capital invested by funds: $640M → $735M (+$95.1M)
6.92% more ownership
Funds ownership: 106.72% → 113.65% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIC
B&I Capital
Zurich,
Switzerland
|
+$16M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$13M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$12M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$12M |
| 5 |
JP Morgan Chase
New York
|
+$7.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.6M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$13M |
| 3 |
Holocene Advisors
New York
|
-$6.69M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$6.55M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
101
Carlson Capital
Dallas,
Texas
| – | -$2.93M | -95,440 | Closed |
|
102
Blackstone Inc
New York
| – | -$2.92M | -95,147 | Closed |
|
103
Two Sigma Investments
New York
| – | -$1.29M | -41,900 | Closed |
|
|
BCM
104
Beck Capital Management
Austin,
Texas
| – | -$1.15M | -37,368 | Closed |
|
105
Verition Fund Management
Greenwich,
Connecticut
| – | -$1.01M | -32,748 | Closed |
|
106
Hudson Bay Capital Management
Stamford,
Connecticut
| – | -$536K | -17,458 | Closed |
|
107
Man Group
London,
United Kingdom
| – | -$451K | -14,700 | Closed |
|
108
Walleye Capital
New York
| – | -$385 | -12,536 | Closed |
|
109
Two Sigma Advisers
New York
| – | -$298K | -9,700 | Closed |
|
110
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$276K | -8,901 | Closed |
|
111
Jane Street
New York
| – | -$243K | -7,908 | Closed |
|
|
IA
112
IndexIQ Advisors
New York
| – | -$224K | -7,283 | Closed |
|
113
Victory Capital Management
San Antonio,
Texas
| – | -$170K | -5,490 | Closed |
|
|
AWA
114
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$26K | -850 | Closed |
|
PECO Hedge Fund Activity: Q4 2021 in Review
95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2021, worth a combined $735M — up 15% from $640M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PECO positions and 19 closed out — a net gain of 15 holders — while 36 added to existing stakes and 15 trimmed.
The largest buyer was B&I Capital, adding an estimated $16M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $15.6M sold.
- 95 institutional investors held Phillips Edison & Co (PECO) as of Q4 2021, up from 80 in Q3 2021.
- Funds reported $735M of Phillips Edison & Co stock for Q4 2021, up 15% quarter-over-quarter.
- 34 funds opened new Phillips Edison & Co positions in Q4 2021 and 19 closed out, a net change of +15 holders.
- The largest Phillips Edison & Co buyer in Q4 2021 was B&I Capital, an estimated $16M added.
- The largest Phillips Edison & Co seller in Q4 2021 was Balyasny Asset Management, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2021.