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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 %
SN
351
Sittner & Nelson
Oregon
$2.35K – – –
LC
352
Lindbrook Capital
California
$839 +$503 +15 +150%
BIA
353
Bell Investment Advisors
California
$571 – – –
ECM
354
Everence Capital Management
Indiana
$459 +$459 +13,700 New
HNB
355
Huntington National Bank
Ohio
$34 – – –
RA
356
Rise Advisors
New York
$8 -$29.8K -874 Closed
Renaissance Technologies
357
Renaissance Technologies
New York
– -$6.36M -186,500 Closed
KM
358
Kalos Management
Georgia
– -$1.51M -44,261 Closed
VIA
359
Vident Investment Advisory
Georgia
– -$1.14M -33,311 Closed
ERSOT
360
Employees Retirement System of Texas
Texas
– -$920K -27,000 Closed
SFI
361
Susquehanna Fundamental Investments
Pennsylvania
– -$865K -25,370 Closed
FIA
362
Foundations Investment Advisors
Arizona
– -$645K -18,918 Closed
MCM
363
MAI Capital Management
Ohio
– -$600K -17,606 Closed
SCM
364
Stevens Capital Management
Pennsylvania
– -$523K -15,344 Closed
EGM
365
Engineers Gate Manager
New York
– -$455K -13,351 Closed
DCM
366
Dupont Capital Management
Delaware
– -$368K -10,800 Closed
Verition Fund Management
367
Verition Fund Management
Connecticut
– -$334K -9,800 Closed
SF
368
Slagle Financial
Illinois
– -$326K -9,553 Closed
CFCI
369
Comprehensive Financial Consultants Institutional
Indiana
– -$293K -8,654 Closed
SG
370
StoneX Group
New York
– -$271K -7,947 Closed
MSAM
371
Moloney Securities Asset Management
Missouri
– -$265K -7,780 Closed
RFS
372
Retirement Financial Solutions
Tennessee
– -$256K -7,513 Closed
IAIM
373
International Assets Investment Management
Florida
– -$238K -6,976 Closed
GFA
374
Gallagher Fiduciary Advisors
Illinois
– -$232K -6,800 Closed
MOS
375
MGO One Seven
Ohio
– -$221K -6,479 Closed
12 13 14
15
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