Phillips Edison & Co
PECO
344 hedge funds and large institutions have $2.68B invested in Phillips Edison & Co in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 104 increasing their positions, 120 reducing their positions, and 33 closing their positions.
3,488% more call options, than puts
Call options by funds: $6.39M | Put options by funds: $178K
55% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 33
13% more capital invested
Capital invested by funds: $2.37B → $2.68B (+$309M)
4% more funds holding
Funds holding: 331 → 344 (+13)
0.44% less ownership
Funds ownership: 72.27% → 71.83% (-0.44%)
13% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 120
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$32.3M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$31.3M |
| 3 |
Millennium Management
New York
|
+$14.7M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$40.7M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$31.1M |
| 3 |
Morgan Stanley
New York
|
-$12M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$7.61M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.05M |
PECO Hedge Fund Activity: Q4 2022 in Review
344 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2022, worth a combined $2.68B — up 13% from $2.37B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new PECO positions and 33 closed out — a net gain of 18 holders — while 104 added to existing stakes and 120 trimmed.
The largest buyer was BlackRock, adding an estimated $32.3M. The largest seller was Janus Henderson Group, cutting an estimated $40.7M.
- 344 institutional investors held Phillips Edison & Co (PECO) as of Q4 2022, up from 331 in Q3 2022.
- Funds reported $2.68B of Phillips Edison & Co stock for Q4 2022, up 13% quarter-over-quarter.
- 51 funds opened new Phillips Edison & Co positions in Q4 2022 and 33 closed out, a net change of +18 holders.
- The largest Phillips Edison & Co buyer in Q4 2022 was BlackRock, an estimated $32.3M added.
- The largest Phillips Edison & Co seller in Q4 2022 was Janus Henderson Group, an estimated $40.7M sold.
Based on aggregated 13F filings for Q4 2022.