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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$19.6M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$16.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.45M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.41M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.4M |
| 2 |
BlackRock
New York
|
-$14M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.58M |
| 4 |
Renaissance Technologies
New York
|
-$6.36M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.41M |
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.