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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$1.98M -$245K -7,095 -11%
YCM
102
Yousif Capital Management
Michigan
$1.97M -$133K -3,837 -6%
BCM
103
Brookstone Capital Management
Illinois
$1.93M -$8.57K -248 -0.4%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$1.9M -$33.2K -959 -2%
HF
105
HRT Financial
New York
$1.85M +$1.91M +55,124 New
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$1.84M +$176K +5,101 +10%
SWP
107
Stratos Wealth Partners
Ohio
$1.84M +$553 +16 +0%
Comerica Bank
108
Comerica Bank
Texas
$1.82M +$1.87M +54,221 New
Creative Planning
109
Creative Planning
Kansas
$1.79M +$20K +579 +1%
BCI
110
Brinker Capital Investments
Pennsylvania
$1.77M -$255K -7,379 -12%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.77M -$255K -7,379 -12%
NA
112
NewEdge Advisors
Louisiana
$1.76M +$434K +12,561 +32%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$1.74M +$98.7K +2,856 +6%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.7M +$14.7K +426 +0.8%
MA
115
Mutual Advisors
Nebraska
$1.64M +$43.9K +1,270 +3%
UBS Group
116
UBS Group
Switzerland
$1.64M -$1.87M -53,982 -53%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$1.63M +$99.6K +2,880 +6%
DFCM
118
Dark Forest Capital Management
Puerto Rico
$1.63M +$1.68M +48,469 New
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$1.6M -$32K -927 -2%
AB
120
Amalgamated Bank
New York
$1.59M -$27.4K -793 -2%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$1.54M +$77.2K +2,233 +5%
OIA
122
OneDigital Investment Advisors
Kansas
$1.5M -$82.4K -2,383 -5%
MSRPS
123
Maryland State Retirement & Pension System
Maryland
$1.45M -$85K -2,458 -5%
KAS
124
Kestra Advisory Services
Texas
$1.44M -$2.26M -65,311 -60%
OWA
125
Outlook Wealth Advisors
Texas
$1.4M -$9.82K -284 -0.7%
3 4
5
6 7

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.