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Phillips Edison & Co
PECO

Overview Fund Activity

357 hedge funds and large institutions have $3.31B invested in Phillips Edison & Co in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 139 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.69%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
104
Reduced
139
Closed
33
Calls
$5.27M
Puts
$1.22M
Net Calls
+$4.05M
Net Calls Change
-$1.41M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$19.2M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$16.2M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$163M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$4.85M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$274M
2
BlackRock
2
BlackRock
New York
$700M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$23.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
276
Monograph Wealth Advisors
California
$223K – – –
PA
277
Profund Advisors
Maryland
$223K -$18.1K -539 -8%
FCA
278
FLC Capital Advisors
California
$221K – – –
Brown Advisory
279
Brown Advisory
Maryland
$220K – – –
NFSG
280
Newbridge Financial Services Group
Florida
$217K -$23.4K -699 -10%
BBNA
281
Bremer Bank National Association
Minnesota
$216K – – –
KPWS
282
Kestra Private Wealth Services
Texas
$215K +$215K +6,410 New
TBWA
283
Three Bridge Wealth Advisors
California
$210K – – –
ACG
284
Allen Capital Group
Nebraska
$209K – – –
BOSSRA
285
B.O.S.S. Retirement Advisors
Utah
$208K +$7.14K +213 +4%
JPMPWA
286
J.P. Morgan Private Wealth Advisors
California
$205K – – –
GHA
287
GW Henssler & Associates
Georgia
$202K – – –
Allspring Global Investments
288
Allspring Global Investments
North Carolina
$197K -$8.35K -249 -4%
SIS
289
Sound Income Strategies
Florida
$195K +$33.5K +1,000 +21%
GI
290
Gradient Investments
Minnesota
$174K – – –
RDIA
291
RE Dickinson Investment Advisors
Iowa
$174K – – –
LFG
292
Larson Financial Group
Missouri
$144K +$134 +4 +0.1%
HWA
293
HHM Wealth Advisors
Tennessee
$123K – – –
Lazard Asset Management
294
Lazard Asset Management
New York
$104K +$13.7K +411 +15%
KI
295
Kapitalo Investimentos
Brazil
$103K +$103K +3,073 New
SWM
296
Sanctuary Wealth Management
Idaho
$103K – – –
BCMIO
297
Beacon Capital Management Inc (Ohio)
Ohio
$101K – – –
KBC Group
298
KBC Group
Belgium
$93K -$194K -5,796 -68%
AF
299
Allworth Financial
California
$84.9K -$41.3K -1,230 -33%
SR
300
Syntax Research
Florida
$84.8K +$84.8K +2,527 New
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12
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