Phillips Edison & Co
PECO
381 hedge funds and large institutions have $3.61B invested in Phillips Edison & Co in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 28 closing their positions.
192% more call options, than puts
Call options by funds: $4.04M | Put options by funds: $1.39M
104% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 28
9% more capital invested
Capital invested by funds: $3.31B → $3.61B (+$293M)
6% more funds holding
Funds holding: 359 → 381 (+22)
7% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 126
1.48% less ownership
Funds ownership: 84.15% → 82.67% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
GRS Advisors
Chicago,
Illinois
|
+$25M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$15.3M |
| 3 |
BlackRock
New York
|
+$13.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.33M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$8.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$74.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.4M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$16.2M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$9.88M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$4.72M |
PECO Hedge Fund Activity: Q4 2023 in Review
381 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2023, worth a combined $3.61B — up 8.8% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new PECO positions and 28 closed out — a net gain of 29 holders — while 117 added to existing stakes and 126 trimmed.
The largest buyer was GRS Advisors, opening a new position worth an estimated $25M. The largest seller was Massachusetts Financial Services, cutting an estimated $74.2M.
- 381 institutional investors held Phillips Edison & Co (PECO) as of Q4 2023, up from 359 in Q3 2023.
- Funds reported $3.61B of Phillips Edison & Co stock for Q4 2023, up 8.8% quarter-over-quarter.
- 57 funds opened new Phillips Edison & Co positions in Q4 2023 and 28 closed out, a net change of +29 holders.
- The largest Phillips Edison & Co buyer in Q4 2023 was GRS Advisors, an estimated $25M added.
- The largest Phillips Edison & Co seller in Q4 2023 was Massachusetts Financial Services, an estimated $74.2M sold.
Based on aggregated 13F filings for Q4 2023.