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Phillips Edison & Co
PECO

Overview Fund Activity

379 hedge funds and large institutions have $3.63B 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.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
57
Increased
117
Reduced
126
Closed
28
Calls
$4.04M
Puts
$1.39M
Net Calls
+$2.66M
Net Calls Change
-$1.39M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.8M
2
GA
2
GRS Advisors
Illinois
$26M
3
Norges Bank
3
Norges Bank
Norway
$48.6M
4
BlackRock
4
BlackRock
New York
$776M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$684M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$155M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
251
Integrated Wealth Concepts
Massachusetts
$312K +$73 +2 +0%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$311K -$5.47K -150 -2%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$305K +$29.8K +816 +11%
PAI
254
Pittenger & Anderson Inc
Nebraska
$305K – – –
Lido Advisors
255
Lido Advisors
California
$304K +$304K +8,328 New
PAM
256
Peak Asset Management
Colorado
$300K – – –
US Bancorp
257
US Bancorp
Minnesota
$294K -$7.44K -204 -2%
GAB
258
German American Bancorp
Indiana
$294K – – –
LA
259
LexAurum Advisors
Kansas
$290K -$6.53K -179 -2%
TCM
260
Triumph Capital Management
Colorado
$284K -$18.2K -500 -6%
PA
261
Profund Advisors
Maryland
$278K +$35.5K +973 +15%
RCAG
262
Rehmann Capital Advisory Group
Michigan
$277K – – –
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$276K +$36 +1 +0%
PFA
264
Plotkin Financial Advisors
Maryland
$272K – – –
AWM
265
Accurate Wealth Management
Florida
$268K – – –
CW
266
CreativeOne Wealth
Kansas
$267K -$60.7K -1,662 -19%
PI
267
PFG Investments
New York
$267K +$10.1K +276 +4%
PAG
268
Private Advisor Group
New Jersey
$264K +$264K +7,242 New
William Blair & Company
269
William Blair & Company
Illinois
$263K -$13.3K -364 -5%
X
270
Xponance
Pennsylvania
$261K +$5.95K +163 +2%
Fisher Asset Management
271
Fisher Asset Management
Washington
$261K – – –
BWP
272
Barlow Wealth Partners
Kentucky
$260K +$260K +7,126 New
BTWM
273
Baker Tilly Wealth Management
Wisconsin
$259K +$1.31K +36 +0.5%
GWMIA
274
Global Wealth Management Investment Advisory
Florida
$256K -$75.6K -2,072 -23%
KI
275
Kapitalo Investimentos
Brazil
$255K +$143K +3,909 +127%
9 10
11
12 13