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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.

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 %
CAL
351
Capital Analysts LLC
Pennsylvania
– -$903K -28,362 Closed
ECM
352
ExodusPoint Capital Management
New York
– -$744K -23,355 Closed
PI
353
PEAK6 Investments
Illinois
– -$655K -20,559 Closed
Truist Financial
354
Truist Financial
North Carolina
– -$517K -16,237 Closed
JFG
355
Jefferies Financial Group
New York
– -$516K -16,213 Closed
FMWA
356
Forvis Mazars Wealth Advisors
Missouri
– -$481K -15,109 Closed
JF
357
Jump Financial
Illinois
– -$392K -12,301 Closed
TCM
358
Triumph Capital Management
Colorado
– -$351K -10,985 Closed
SCI
359
Stableford Capital II
Arizona
– -$336K -10,529 Closed
AIM
360
Aigen Investment Management
New York
– -$332K -10,428 Closed
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
– -$308K -9,668 Closed
LIP
362
Lighthouse Investment Partners
Florida
– -$249K -7,830 Closed
AAS
363
Avantax Advisory Services
Texas
– -$245K -7,698 Closed
WEG
364
World Equity Group
Illinois
– -$241K -7,564 Closed
WIM
365
WealthPlan Investment Management
Nebraska
– -$230K -6,716 Closed
QT
366
Quantamental Technologies
New York
– -$210K -6,608 Closed
PIA
367
Pinion Investment Advisors
Kansas
– -$206K -6,457 Closed
GA
368
GoalVest Advisory
New York
– -$206K -6,457 Closed
DWP
369
Destiny Wealth Partners
Florida
– -$138K -4,339 Closed
LIA
370
Luken Investment Analytics
Tennessee
– -$105K -3,294 Closed
FIM
371
FWL Investment Management
Texas
– -$50.7K -1,591 Closed
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
– -$42K -1,326 Closed
WOSD
373
WFA of San Diego
California
– -$26K -816 Closed
TF
374
TimeScale Financial
Massachusetts
– -$18.7K -666 Closed
FPFS
375
First Personal Financial Services
North Carolina
– -$16.6K -522 Closed
12 13 14
15
16