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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
ARG
151
Advisory Resource Group
Oklahoma
$983K -$1.02M -29,479 -50%
CAM
152
ClariVest Asset Management
California
$981K +$1.01M +29,231 +73,078%
CAS
153
Coppell Advisory Solutions
Texas
$973K -$266K -7,684 -20%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$970K -$17.3K -499 -2%
SOS
155
Silver Oak Securities
Tennessee
$965K +$14.3K +414 +1%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$951K – – –
ICG
157
InterOcean Capital Group
Tennessee
$950K -$11.5K -333 -1%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$943K +$254K +7,337 +35%
JCIA
159
Jackson Creek Investment Advisors
Colorado
$934K +$962K +27,833 New
Cerity Partners
160
Cerity Partners
New York
$913K -$311K -8,996 -25%
RJA
161
Raymond James & Associates
Florida
$893K – – –
FPGK
162
Financial Partners Group (Kansas)
Kansas
$890K -$70K -2,025 -7%
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$878K – – –
AWM
164
Axxcess Wealth Management
California
$842K +$589K +17,030 +211%
Aberdeen Group
165
Aberdeen Group
United Kingdom
$842K +$35.9K +1,038 +4%
SO
166
STRS Ohio
Ohio
$835K +$13.8K +400 +2%
EWM
167
EPG Wealth Management
Georgia
$819K +$5.08K +147 +0.6%
KA
168
Kovack Advisors
Florida
$817K -$24.8K -717 -3%
HI
169
Harbour Investments
Wisconsin
$809K -$1.49M -43,156 -64%
HighTower Advisors
170
HighTower Advisors
Illinois
$800K +$51.5K +1,491 +7%
CIC
171
Cornercap Investment Counsel
Georgia
$792K -$10.4K -301 -1%
BB
172
Bell Bank
North Dakota
$741K -$535K -15,465 -41%
IWM
173
IHT Wealth Management
Illinois
$739K -$45.3K -1,311 -6%
SFG
174
StrategIQ Financial Group
Indiana
$732K +$67.5K +1,953 +10%
CCP
175
Carmel Capital Partners
California
$724K +$424K +12,277 +132%
5 6
7
8 9

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.