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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 Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$13.1M 400,812 -103,375 -21%
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$11.7M 358,197 +358,197 New
AWM
28
AE Wealth Management
Kansas
$10.5M 323,317 -1,460 -0.4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$10.4M 319,155 -7,164 -2%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$10.2M 318,503 +318,503 New
Deutsche Bank
31
Deutsche Bank
Germany
$9.89M 303,223 +22,913 +8%
Renaissance Technologies
32
Renaissance Technologies
New York
$9.19M 281,700 +17,700 +7%
LPL Financial
33
LPL Financial
California
$8.71M 266,966 -60,404 -18%
CS
34
Credit Suisse
Switzerland
$8.56M 262,369 +125,711 +92%
Swiss National Bank
35
Swiss National Bank
Switzerland
$8.24M 252,700 -29,100 -10%
Asset Management One
36
Asset Management One
Japan
$8.19M 251,087 +67,498 +37%
ML
37
McAdam LLC
Pennsylvania
$7.99M 244,903 +244,903 New
Invesco
38
Invesco
Georgia
$7.89M 241,949 +23,266 +11%
Mariner
39
Mariner
Kansas
$7.8M 239,228 -3,086 -1%
BIC
40
B&I Capital
Switzerland
$7.47M 228,865 -10,400 -4%
CG
41
Colony Group
Massachusetts
$7.38M 226,156 -26,412 -10%
FFA
42
First Foundation Advisors
California
$6.08M 186,377 -61,345 -25%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$5.88M 180,302 +155,936 +640%
Macquarie Group
44
Macquarie Group
Australia
$5.84M 178,014 +1,129 +0.6%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$5.83M 178,671 +1,506 +0.9%
Goldman Sachs
46
Goldman Sachs
New York
$5.65M 173,343 +30,956 +22%
First Trust Advisors
47
First Trust Advisors
Illinois
$5.65M 173,282 -182,347 -51%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$5.6M 171,653 +45,303 +36%
AAS
49
Ameritas Advisory Services
Nebraska
$5.17M 161,434 -83,335 -34%
WHG
50
Westwood Holdings Group
Texas
$5.09M 156,000 +76,000 +95%
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