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Phillips Edison & Co
PECO

Overview Fund Activity

346 hedge funds and large institutions have $2.71B invested in Phillips Edison & Co in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
98
Reduced
127
Closed
33
Calls
$6.59M
Puts
$378K
Net Calls
+$6.21M
Net Calls Change
-$2K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$25.2M
2
ACM
2
AEW Capital Management
Massachusetts
$16.8M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$11.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$569M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$10.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$147M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$2.02M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.5M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$24.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Savant Capital
Illinois
$267K +$261 +8 +0.1%
FCA
252
FLC Capital Advisors
California
$261K -$95.4K -2,924 -27%
MML Investors Services
253
MML Investors Services
Massachusetts
$259K +$23.9K +732 +10%
BOSSRA
254
B.O.S.S. Retirement Advisors
Utah
$255K +$31.4K +962 +14%
IAIM
255
International Assets Investment Management
Florida
$250K -$307K -9,419 -55%
VI
256
Vestcor Inc
New Brunswick, Canada
$250K – – –
PFA
257
Plotkin Financial Advisors
Maryland
$249K – – –
FC
258
FORA Capital
Florida
$247K +$247K +7,587 New
CCM
259
Coldstream Capital Management
Washington
$247K – – –
Mackenzie Financial
260
Mackenzie Financial
Ontario, Canada
$247K +$33 +1 +0%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$246K – – –
FP
262
Foundry Partners
Minnesota
$245K -$79.9K -2,450 -25%
William Blair & Company
263
William Blair & Company
Illinois
$243K +$8.45K +259 +4%
AWM
264
Accurate Wealth Management
Florida
$240K -$26.8K -842 -10%
X
265
Xponance
Pennsylvania
$239K +$1.73K +53 +0.7%
LSA
266
Lion Street Advisors
Texas
$237K +$237K +7,256 New
Fisher Asset Management
267
Fisher Asset Management
Washington
$234K – – –
GIA
268
Gladstone Institutional Advisory
Florida
$233K +$13K +400 +6%
GWMIA
269
Global Wealth Management Investment Advisory
Florida
$229K -$68.8K -2,108 -23%
JPMPWA
270
J.P. Morgan Private Wealth Advisors
California
$224K -$208K -6,363 -48%
SG
271
StoneX Group
New York
$223K -$7.92K -242 -3%
LNWTC
272
Laird Norton Wetherby Trust Company
Washington
$222K – – –
GFA
273
Gallagher Fiduciary Advisors
Illinois
$222K +$222K +6,800 New
MWA
274
Monograph Wealth Advisors
California
$217K – – –
Allspring Global Investments
275
Allspring Global Investments
North Carolina
$214K -$33.9K -1,039 -14%
9 10
11
12 13