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Phillips Edison & Co

342 hedge funds and large institutions have $2.75B invested in Phillips Edison & Co in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 114 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

906% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $2.38M

130% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 37

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

16% more capital invested

Capital invested by funds: $2.37B → $2.75B (+$379M)

14% more funds holding

Funds holding: 300342 (+42)

11.5% more ownership

Funds ownership: 60.69%72.2% (+12%)

20% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 114

Holders
342
Holders Change
+42
Holders Change %
+14%
% of All Funds
5.76%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
85
Increased
91
Reduced
114
Closed
37
Calls
$23.9M
Puts
$2.38M
Net Calls
+$21.6M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$560M +$213M +6,270,063 +60%
BlackRock
2
BlackRock
New York
$316M +$72.5M +2,135,558 +29%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$301M +$43.6M +1,284,722 +17%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$196M +$23.5M +691,059 +13%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$187M +$39.9M +1,176,159 +27%
State Street
6
State Street
Massachusetts
$150M +$85.4M +2,516,281 +128%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$76.9M +$11.5M +338,944 +17%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$59.7M -$3.8M -111,861 -6%
Northern Trust
9
Northern Trust
Illinois
$43.3M +$9.23M +271,828 +27%
Morgan Stanley
10
Morgan Stanley
New York
$43.1M +$12.5M +367,618 +40%
FFA
11
First Foundation Advisors
California
$42M +$12M +352,855 +39%
CA
12
Cetera Advisors
Colorado
$28.4M -$576K -16,968 -2%
N
13
Nuveen
North Carolina
$27.7M +$2.87M +84,581 +11%
Charles Schwab
14
Charles Schwab
California
$27.1M -$597K -17,594 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$25.7M +$18.4M +541,247 +242%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$25.7M -$1.74M -51,240 -6%
JP Morgan Chase
17
JP Morgan Chase
New York
$21.1M +$9.21M +271,223 +75%
Legal & General Group
18
Legal & General Group
United Kingdom
$20.1M +$19.9M +586,989 +4,089%
Holocene Advisors
19
Holocene Advisors
New York
$18.8M -$12.3M -363,100 -39%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$18.6M -$465K -13,702 -2%
CAN
21
Cetera Advisor Networks
California
$18M +$628K +18,507 +4%
AllianceBernstein
22
AllianceBernstein
Tennessee
$17.8M -$6.32M -186,142 -26%
UBS AM
23
UBS AM
Illinois
$15.7M +$15.4M +453,728 +2,836%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$15.1M -$423K -12,453 -3%
VC
25
Vision Capital
Ontario, Canada
$15M -$7.49M -220,547 -33%

PECO Hedge Fund Activity: Q2 2022 in Review

342 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q2 2022, worth a combined $2.75B — up 16% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PECO positions and 37 closed out — a net gain of 48 holders — while 91 added to existing stakes and 114 trimmed.

The largest buyer was Vanguard Group, adding an estimated $213M. The largest seller was Centersquare Investment Management, cutting an estimated $66M.

  • 342 institutional investors held Phillips Edison & Co (PECO) as of Q2 2022, up from 300 in Q1 2022.
  • Funds reported $2.75B of Phillips Edison & Co stock for Q2 2022, up 16% quarter-over-quarter.
  • 85 funds opened new Phillips Edison & Co positions in Q2 2022 and 37 closed out, a net change of +48 holders.
  • The largest Phillips Edison & Co buyer in Q2 2022 was Vanguard Group, an estimated $213M added.
  • The largest Phillips Edison & Co seller in Q2 2022 was Centersquare Investment Management, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2022.