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

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$155M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
326
Creative Financial Designs
Indiana
$56.3K +$38K +1,041 +207%
VWM
327
Venturi Wealth Management
Texas
$53.7K – – –
CAM
328
Chandler Asset Management
California
$50.1K +$50.1K +1,374 New
EWA
329
EverSource Wealth Advisors
Alabama
$50K +$401 +11 +0.8%
PWMG
330
Prestige Wealth Management Group
New Jersey
$48.8K – – –
IA
331
IFP Advisors
Florida
$48K – – –
HGERS
332
Householder Group Estate & Retirement Specialist
Arizona
$46K – – –
ST
333
Smithfield Trust
Pennsylvania
$46K – – –
HGA
334
Hobbs Group Advisors
South Carolina
$43.8K +$43.8K +1,201 New
AF
335
Advisornet Financial
Minnesota
$43.5K -$14.1K -387 -24%
QCG
336
Quadrant Capital Group
Ohio
$43.4K +$28.8K +790 +198%
SVCP
337
Silicon Valley Capital Partners
California
$42.1K +$365 +10 +0.9%
Ohio Public Employees Retirement System (OPERS)
338
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.4K +$9.78K +268 +31%
AIC
339
Archer Investment Corporation
Indiana
$40.6K – – –
PB
340
Pinnacle Bancorp
Nebraska
$40.5K – – –
BTI
341
Blue Trust Inc
Georgia
$37K -$10.2K -307 -22%
CTC
342
Central Trust Company
Missouri
$36.5K – – –
TCM
343
Tradewinds Capital Management
Washington
$36.5K – – –
JFGIW
344
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.5K – – –
HCP
345
Hexagon Capital Partners
Arkansas
$35.3K – – –
HI
346
Horizon Investments
North Carolina
$34.3K +$34.3K +942 New
MIFH
347
Migdal Insurance & Financial Holdings
Israel
$33K -$17.2K -468 -34%
FIM
348
FWL Investment Management
Texas
$32.8K – – –
KA
349
Kozak & Associates
Colorado
$32.5K +$70 +2 +0.2%
CAM
350
Creekmur Asset Management
Illinois
$32.5K +$32.5K +890 New
12 13
14
15 16