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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 %
AllianceBernstein
26
AllianceBernstein
Tennessee
$16.1M +$55.5K +1,655 +0.3%
Osaic Holdings
27
Osaic Holdings
Arizona
$15M -$5.25M -156,608 -26%
CAN
28
Cetera Advisor Networks
California
$13.7M +$310K +9,234 +2%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$13.3M +$317K +9,457 +2%
Goldman Sachs
30
Goldman Sachs
New York
$13.3M -$4.79M -142,935 -26%
Invesco
31
Invesco
Georgia
$13.2M +$3.9M +116,369 +42%
Ameriprise
32
Ameriprise
Minnesota
$12.5M -$1.18M -35,271 -9%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$12.5M -$1.9M -56,604 -13%
LPL Financial
34
LPL Financial
California
$11.7M +$3.14M +93,719 +37%
AWM
35
AE Wealth Management
Kansas
$11.2M +$1.09M +32,574 +11%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$9.88M +$2.06M +60,718 +26%
Deutsche Bank
37
Deutsche Bank
Germany
$9.4M -$792K -23,607 -8%
Asset Management One
38
Asset Management One
Japan
$9.15M -$1.59M -47,505 -15%
Swiss National Bank
39
Swiss National Bank
Switzerland
$8.65M +$83.9K +2,500 +1%
CS
40
Credit Suisse
Switzerland
$8.51M -$534K -15,924 -6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$8.09M -$613K -18,281 -7%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$7.34M +$3.21M +95,739 +78%
Bank of America
43
Bank of America
North Carolina
$7.26M +$1.77M +52,666 +32%
BIC
44
B&I Capital
Switzerland
$7.23M +$205K +6,100 +3%
PCIA
45
Prime Capital Investment Advisors
Kansas
$6.9M -$523K -15,588 -7%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$6.82M +$3.06M +91,119 +81%
CG
47
Colony Group
Massachusetts
$6.24M -$392K -11,681 -6%
Mariner
48
Mariner
Kansas
$6.14M -$465K -13,859 -7%
ML
49
McAdam LLC
Pennsylvania
$6M -$653K -19,466 -10%
GCM
50
Greenland Capital Management
New York
$5.37M +$4.06M +121,000 +310%
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