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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 %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$4.78M 146,468 -1,848 -1%
FW
52
FirstPurpose Wealth
Utah
$4.48M 137,234 -14,253 -9%
SEI Investments
53
SEI Investments
Pennsylvania
$4.45M 136,360 +136,360 New
RWB
54
RMR Wealth Builders
New Jersey
$4.44M 135,821 -4,732 -3%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$4.34M 132,918 +2,372 +2%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$4.26M 130,626 -15,743 -11%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$4.07M 124,736 -2,958 -2%
Nomura Asset Management
58
Nomura Asset Management
Japan
$4M 122,600 +3,540 +3%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$3.78M 115,747 +14,264 +14%
PCIA
60
Prime Capital Investment Advisors
Kansas
$3.77M 115,612 -157,968 -58%
KAS
61
Kestra Advisory Services
Texas
$3.67M 112,528 -3,534 -3%
Amundi
62
Amundi
France
$3.15M 98,609 -10,265 -9%
UBS Group
63
UBS Group
Switzerland
$3.07M 94,018 +44,159 +89%
AWA
64
Arkadios Wealth Advisors
Georgia
$3.02M 92,468 +3,108 +3%
ODG
65
O'Dell Group
Ohio
$3.01M 92,247 -4,964 -5%
JWCA
66
J.W. Cole Advisors
Florida
$3M 92,105 -19,095 -17%
CF
67
Centaurus Financial
California
$2.98M 91,381 -1,657 -2%
Barclays
68
Barclays
United Kingdom
$2.94M 90,168 +33,926 +60%
BCM
69
Beck Capital Management
Texas
$2.82M 86,341 -4,155 -5%
SO
70
STRS Ohio
Ohio
$2.76M 84,695 -58,595 -41%
MCC
71
Money Concepts Capital
Florida
$2.74M 83,587 -29,525 -26%
BRWA
72
B. Riley Wealth Advisors
Florida
$2.66M 81,247 -19,640 -19%
GCM
73
Greenland Capital Management
New York
$2.59M 79,490 +49,779 +168%
PI
74
Putnam Investments
Massachusetts
$2.59M 79,308 -53,635 -40%
MLA
75
My Legacy Advisors
Oregon
$2.57M 80,584 – –
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