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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
$725M
2
State Street
State Street
Massachusetts
$225M
3
Macquarie Group
Macquarie Group
Australia
$57M
4
Vanguard Group
Vanguard Group
Pennsylvania
$633M
5
Principal Financial Group
Principal Financial Group
Iowa
$22.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$174M
3
ACM
AEW Capital Management
Massachusetts
$0
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
351
CI Investments Inc
Ontario, Canada
$10K -$400 -12 -4%
VSQM
352
V-Square Quantitative Management
Illinois
$8.86K +$8.86K +260 New
AWM
353
Abound Wealth Management
Tennessee
$6.84K – – –
AA
354
AlphaMark Advisors
Kentucky
$5K – – –
APC
355
Aspire Private Capital
North Carolina
$4.16K – – –
PFBT
356
Parkside Financial Bank & Trust
Missouri
$3.92K +$3.92K +115 New
WTG
357
West Tower Group
Virginia
$2.76K +$2.76K +81 New
SN
358
Sittner & Nelson
Oregon
$2.39K – – –
CAM
359
ClariVest Asset Management
California
$1K +$1K +40 New
BIA
360
Bell Investment Advisors
California
$580 – – –
LC
361
Lindbrook Capital
California
$341 +$341 +10 New
HNB
362
Huntington National Bank
Ohio
$34 – – –
Millennium Management
363
Millennium Management
New York
– -$30.9M -946,021 Closed
ACM
364
AEW Capital Management
Massachusetts
– -$16.8M -514,580 Closed
Point72 Asset Management
365
Point72 Asset Management
Connecticut
– -$11.7M -358,197 Closed
SEI Investments
366
SEI Investments
Pennsylvania
– -$4.45M -136,360 Closed
BCM
367
Beck Capital Management
Texas
– -$2.82M -86,341 Closed
PI
368
Putnam Investments
Massachusetts
– -$2.59M -79,308 Closed
Qube Research & Technologies (QRT)
369
Qube Research & Technologies (QRT)
United Kingdom
– -$2.04M -62,515 Closed
TC
370
TwinBeech Capital
New York
– -$1.2M -36,836 Closed
LCM
371
LDR Capital Management
New York
– -$1.13M -34,597 Closed
Jane Street
372
Jane Street
New York
– -$990K -30,339 Closed
CC
373
Cipher Capital
New York
– -$944K -28,930 Closed
AACP
374
Advantage Alpha Capital Partners
California
– -$941K -28,845 Closed
Alyeska Investment Group
375
Alyeska Investment Group
Illinois
– -$825K -25,287 Closed
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15
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