Phillips Edison & Co
PECO
331 hedge funds and large institutions have $2.34B invested in Phillips Edison & Co in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 48 closing their positions.
0.91% less ownership
Funds ownership: 72.19% → 71.28% (-0.91%)
3% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 114
3% less funds holding
Funds holding: 342 → 331 (-11)
15% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 48
15% less capital invested
Capital invested by funds: $2.75B → $2.34B (-$417M)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
70% less call options, than puts
Call options by funds: $6.29M | Put options by funds: $21.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$21.1M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$18.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$10.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$9.74M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$8.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$20.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.1M |
| 3 |
VC
Vision Capital
Toronto,
Ontario, Canada
|
-$15M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$8.33M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$6.17M |
PECO Hedge Fund Activity: Q3 2022 in Review
331 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q3 2022, worth a combined $2.34B — down 15% from $2.75B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of PECO and 41 opened new positions — a net loss of 7 holders — while 114 trimmed existing stakes and 111 added.
The largest buyer was BlackRock, adding an estimated $21.1M. The largest seller was Janus Henderson Group, cutting an estimated $20.8M.
- 331 institutional investors held Phillips Edison & Co (PECO) as of Q3 2022, down from 342 in Q2 2022.
- Funds reported $2.34B of Phillips Edison & Co stock for Q3 2022, down 15% quarter-over-quarter.
- 41 funds opened new Phillips Edison & Co positions in Q3 2022 and 48 closed out, a net change of -7 holders.
- The largest Phillips Edison & Co buyer in Q3 2022 was BlackRock, an estimated $21.1M added.
- The largest Phillips Edison & Co seller in Q3 2022 was Janus Henderson Group, an estimated $20.8M sold.
Based on aggregated 13F filings for Q3 2022.