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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
5.73%
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
1
BlackRock
New York
$725M
2
State Street
2
State Street
Massachusetts
$225M
3
Macquarie Group
3
Macquarie Group
Australia
$57M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$633M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$22.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$174M
3
ACM
3
AEW Capital Management
Massachusetts
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$16.3M +$430K +12,610 +3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$14.6M -$1.58M -46,404 -10%
Ameriprise
28
Ameriprise
Minnesota
$13.9M +$13.3M +391,621 +2,271%
CAN
29
Cetera Advisor Networks
California
$13.6M -$21.2K -621 -0.2%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$13.2M +$7.14M +209,387 +117%
Asset Management One
31
Asset Management One
Japan
$10.9M +$2.36M +69,180 +28%
Deutsche Bank
32
Deutsche Bank
Germany
$10.4M +$22.3K +653 +0.2%
AWM
33
AE Wealth Management
Kansas
$10.2M -$771K -22,648 -7%
Invesco
34
Invesco
Georgia
$9.42M +$1.17M +34,319 +14%
CS
35
Credit Suisse
Switzerland
$9.19M +$250K +7,327 +3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$8.84M -$430K -12,618 -5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$8.7M +$92K +2,700 +1%
LPL Financial
38
LPL Financial
California
$8.67M -$431K -12,650 -5%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$7.91M -$3.02M -87,930 -28%
PCIA
40
Prime Capital Investment Advisors
Kansas
$7.54M +$3.6M +105,686 +91%
BIC
41
B&I Capital
Switzerland
$7.14M -$664K -19,470 -9%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.1M +$7.1M +208,209 New
ML
43
McAdam LLC
Pennsylvania
$6.76M -$1.59M -46,631 -19%
CG
44
Colony Group
Massachusetts
$6.74M -$966K -28,340 -13%
Mariner
45
Mariner
Kansas
$6.71M -$1.44M -42,346 -18%
Renaissance Technologies
46
Renaissance Technologies
New York
$6.36M -$3.24M -95,200 -34%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$6.09M -$4.79M -140,451 -44%
First Trust Advisors
48
First Trust Advisors
Illinois
$5.78M -$128K -3,749 -2%
Bank of America
49
Bank of America
North Carolina
$5.58M +$2.97M +87,219 +114%
WHG
50
Westwood Holdings Group
Texas
$5.32M – – –
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