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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 %
EGM
276
Engineers Gate Manager
New York
$211K +$211K +6,464 New
MOS
277
MGO One Seven
Ohio
$210K -$5.42K -166 -3%
KI
278
Kula Investments
Illinois
$207K +$207K +6,339 New
ACG
279
Allen Capital Group
Nebraska
$207K +$207K +6,334 New
SIS
280
Sound Income Strategies
Florida
$206K +$206K +6,303 New
TBWA
281
Three Bridge Wealth Advisors
California
$204K +$204K +6,231 New
WP
282
WealthPLAN Partners
Nebraska
$197K -$21.7K -666 -10%
GI
283
Gradient Investments
Minnesota
$169K – – –
RDIA
284
RE Dickinson Investment Advisors
Iowa
$167K -$86.3K -2,652 -34%
ASN
285
Advisory Services Network
Georgia
$149K -$42K -1,286 -22%
LFG
286
Larson Financial Group
Missouri
$147K -$9.59K -294 -6%
MIFH
287
Migdal Insurance & Financial Holdings
Israel
$125K +$56.4K +1,775 +82%
AF
288
Allworth Financial
California
$123K – – –
HWA
289
HHM Wealth Advisors
Tennessee
$119K – – –
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$115K -$90.1K -2,762 -44%
TRCT
291
Tower Research Capital (TRC)
New York
$107K +$85.1K +2,614 +388%
HFM
292
Harvest Fund Management
China
$102K – – –
BCMIO
293
Beacon Capital Management Inc (Ohio)
Ohio
$98.3K – – –
Lazard Asset Management
294
Lazard Asset Management
New York
$88K – – –
CH
295
Canton Hathaway
Rhode Island
$82K -$188K -5,737 -70%
WT
296
Whittier Trust
California
$81.5K – – –
GRP
297
Global Retirement Partners
California
$78.3K +$78.3K +2,574 New
NFSG
298
Newbridge Financial Services Group
Florida
$65.8K -$424 -13 -0.6%
Russell Investments Group
299
Russell Investments Group
United Kingdom
$65K -$418K -12,804 -87%
SPIA
300
Steward Partners Investment Advisory
New York
$59.2K – – –
10 11
12
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