PECO icon

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 %
CA
351
Clearstead Advisors
Ohio
$32.1K -$32.1K -881 -50%
CAL
352
Capital Analysts LLC
Pennsylvania
$29K – – –
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$28.3K – – –
JGIA
354
Jackson Grant Investment Advisers
Connecticut
$26.1K – – –
FCA
355
FinTrust Capital Advisors
South Carolina
$24.8K – – –
AA
356
Ancora Advisors
Ohio
$22.8K – – –
SFA
357
Semmax Financial Advisors
North Carolina
$21.6K – – –
AFS
358
Annapolis Financial Services
Maryland
$21.6K – – –
TWD
359
True Wealth Design
Ohio
$18.8K +$182 +5 +1%
RG
360
Retirement Group
California
$18.1K – – –
PS
361
Principal Securities
Iowa
$13K +$13K +357 New
SWA
362
SOA Wealth Advisors
New York
$12.1K – – –
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$11K +$463 +13 +4%
C
364
Covestor
United Kingdom
$10K +$9.7K +259 +3,238%
VWA
365
Valued Wealth Advisors
Utah
$9.3K +$9.3K +277 New
VCM
366
Versant Capital Management
Arizona
$9.3K +$474 +13 +5%
AWM
367
Abound Wealth Management
Tennessee
$7.9K +$583 +16 +8%
AA
368
AlphaMark Advisors
Kentucky
$6K – – –
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$5.4K +$5.4K +148 New
RWPA
370
Richard W. Paul & Associates
Michigan
$2.88K -$54.1K -1,483 -95%
SC
371
SouthState Corp
Florida
$2.63K +$2.63K +72 New
SN
372
Sittner & Nelson
Oregon
$2.55K – – –
PWMG
373
Private Wealth Management Group
New Jersey
$1.82K +$1.82K +50 New
FFA
374
Farther Finance Advisors
California
$1.39K +$1.39K +38 New
BIA
375
Bell Investment Advisors
California
$621 – – –
13 14
15
16 17