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Phillips Edison & Co
PECO

80 hedge funds and large institutions have $640M invested in Phillips Edison & Co in 2021 Q3 according to their latest regulatory filings, with 80 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

106.72% more ownership

Funds ownership: 0% → 106.72% (+107%)

Holders
80
Holders Change
+80
Holders Change %
–
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
80
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$76.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$50.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$43M
5
CIM
Centersquare Investment Management
Pennsylvania
+$37.1M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$98.5M +$94.2M +3,208,072 New
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$79.8M +$76.2M +2,596,972 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.2M +$50.8M +1,731,096 New
Wellington Management Group
4
Wellington Management Group
Massachusetts
$45M +$43M +1,463,740 New
CIM
5
Centersquare Investment Management
Pennsylvania
$38.8M +$37.1M +1,264,383 New
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$36.1M +$34.5M +1,176,142 New
BlackRock
7
BlackRock
New York
$36.1M +$34.5M +1,174,974 New
Millennium Management
8
Millennium Management
New York
$35.4M +$33.8M +1,151,316 New
Prudential Financial
9
Prudential Financial
New Jersey
$29.2M +$27.9M +951,456 New
Holocene Advisors
10
Holocene Advisors
New York
$26.8M +$25.6M +871,856 New
VC
11
Vision Capital
Ontario, Canada
$22.8M +$21.8M +744,016 New
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$15.6M +$14.9M +507,049 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.68M +$9.25M +315,167 New
N
14
Nuveen
North Carolina
$7.89M +$7.54M +256,819 New
GC
15
Gillson Capital
Illinois
$7.84M +$7.5M +255,454 New
BIC
16
B&I Capital
Switzerland
$7.64M +$7.3M +248,700 New
SSA
17
Schonfeld Strategic Advisors
New York
$7.4M +$7.07M +240,900 New
State Street
18
State Street
Massachusetts
$6.67M +$6.37M +217,036 New
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$6.55M +$6.26M +213,321 New
JP Morgan Chase
20
JP Morgan Chase
New York
$6.03M +$5.76M +196,321 New
Northern Trust
21
Northern Trust
Illinois
$5.51M +$5.27M +179,513 New
RCMU
22
Rokos Capital Management (UK)
United Kingdom
$5.23M +$4.99M +170,000 New
GCM
23
Ghisallo Capital Management
Massachusetts
$5.22M +$4.99M +170,000 New
Deutsche Bank
24
Deutsche Bank
Germany
$4.55M +$4.35M +148,121 New
REMS
25
Real Estate Management Services
$4.54M +$4.34M +147,812 New
1
2 3 4

PECO Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q3 2021, worth a combined $640M.

Buyers outnumbered sellers: 80 funds opened new PECO positions and 0 closed out — a net gain of 80 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $94.2M.

  • 80 institutional investors held Phillips Edison & Co (PECO) as of Q3 2021, up from 0 in Q2 2021.
  • Funds reported $640M of Phillips Edison & Co stock for Q3 2021.
  • 80 funds opened new Phillips Edison & Co positions in Q3 2021 and 0 closed out, a net change of +80 holders.
  • The largest Phillips Edison & Co buyer in Q3 2021 was Fidelity Investments, an estimated $94.2M added.

Based on aggregated 13F filings for Q3 2021.