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Phillips Edison & Co
PECO

Overview Fund Activity

363 hedge funds and large institutions have $3.37B invested in Phillips Edison & Co in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+17
Holders Change %
+4.91%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
106
Reduced
126
Closed
29
Calls
$6.18M
Puts
$725K
Net Calls
+$5.45M
Net Calls Change
-$754K

Top Buyers

1
BlackRock
BlackRock
New York
+$352M
2
State Street
State Street
Massachusetts
+$61.1M
3
Macquarie Group
Macquarie Group
Australia
+$50.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$38M
5
Principal Financial Group
Principal Financial Group
Iowa
+$22.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$30.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$27.9M
3
ACM
AEW Capital Management
Massachusetts
-$16.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$11.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVCP
326
Silicon Valley Capital Partners
California
$38.7K +$375 +11 +1%
AIC
327
Archer Investment Corporation
Indiana
$38K +$38K +1,114 New
PB
328
Pinnacle Bancorp
Nebraska
$37.9K – – –
AWM
329
Avior Wealth Management
Nebraska
$34.4K +$341 +10 +1%
TCM
330
Tradewinds Capital Management
Washington
$34.1K – – –
JFGIW
331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.1K – – –
HCP
332
Hexagon Capital Partners
Arkansas
$33K – – –
KA
333
Kozak & Associates
Colorado
$31.6K – – –
CA
334
Clearstead Advisors
Ohio
$30K – – –
SOW
335
State of Wyoming
Wyoming
$29.9K +$29.9K +876 New
RA
336
Rise Advisors
New York
$29.8K +$273 +8 +0.9%
CFD
337
Creative Financial Designs
Indiana
$29K -$24.2K -711 -46%
Group One Trading
338
Group One Trading
Illinois
$28.7K +$28.7K +842 New
WOSD
339
WFA of San Diego
California
$27.8K +$27.8K +816 New
QCG
340
Quadrant Capital Group
Ohio
$27.7K +$1.16K +34 +4%
JGIA
341
Jackson Grant Investment Advisers
Connecticut
$24.4K – – –
UB
342
UMB Bank
Missouri
$24.1K +$24.1K +707 New
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$23.8K – – –
RG
344
Retirement Group
California
$22.1K – – –
FCA
345
FinTrust Capital Advisors
South Carolina
$21.7K – – –
AA
346
Ancora Advisors
Ohio
$21.3K – – –
AFS
347
Annapolis Financial Services
Maryland
$20.1K – – –
Ohio Public Employees Retirement System (OPERS)
348
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$10.6K +314 +113%
TWD
349
True Wealth Design
Ohio
$17.2K +$170 +5 +1%
SWA
350
SOA Wealth Advisors
New York
$11.3K – – –
12 13
14
15 16