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.

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
1
Morgan Stanley
New York
$66.8M
2
GA
2
GRS Advisors
Illinois
$26M
3
Norges Bank
3
Norges Bank
Norway
$48.6M
4
BlackRock
4
BlackRock
New York
$776M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$684M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$155M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$17.5M -$36.6K -1,003 -0.2%
Invesco
27
Invesco
Georgia
$15.1M +$826K +22,638 +6%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$14.9M +$7.49M +205,267 +101%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$14.4M -$76.1K -2,085 -0.5%
CAN
30
Cetera Advisor Networks
California
$14.2M -$717K -19,644 -5%
LPL Financial
31
LPL Financial
California
$13.6M +$924K +25,333 +7%
Ameriprise
32
Ameriprise
Minnesota
$13.2M -$442K -12,104 -3%
Goldman Sachs
33
Goldman Sachs
New York
$12.9M -$1.57M -43,047 -11%
Osaic Holdings
34
Osaic Holdings
Arizona
$12.7M -$3.67M -100,747 -22%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$12.5M -$1.02M -28,083 -8%
AWM
36
AE Wealth Management
Kansas
$11.1M -$741K -20,881 -6%
Asset Management One
37
Asset Management One
Japan
$10.9M +$796K +21,481 +8%
Deutsche Bank
38
Deutsche Bank
Germany
$10.2M -$47K -1,289 -0.5%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.05M +$3.76M +103,080 +71%
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$8.76M +$8.76M +240,051 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$8.54M -$255K -7,000 -3%
Swiss National Bank
42
Swiss National Bank
Switzerland
$8.44M -$967K -26,500 -10%
Bank of America
43
Bank of America
North Carolina
$8.41M +$509K +13,946 +6%
BIC
44
B&I Capital
Switzerland
$8.13M +$266K +7,300 +3%
Barclays
45
Barclays
United Kingdom
$7.7M +$4.96M +135,924 +181%
PCIA
46
Prime Capital Investment Advisors
Kansas
$7.21M -$296K -8,117 -4%
First Trust Advisors
47
First Trust Advisors
Illinois
$7.07M +$1.9M +52,187 +37%
Mariner
48
Mariner
Kansas
$6.72M +$46K +1,262 +0.7%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$6.55M +$730K +20,003 +13%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$6.46M +$6.46M +177,114 New
1
2
3 4 5