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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 %
Prudential Financial
51
Prudential Financial
New Jersey
$4.92M +$4.63M +135,880 +1,622%
FFA
52
First Foundation Advisors
California
$4.86M -$1.49M -43,708 -23%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.86M -$136K -4,001 -3%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$4.6M +$66.4K +1,949 +1%
FW
55
FirstPurpose Wealth
Utah
$4.57M -$104K -3,044 -2%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.52M +$4.52M +132,592 New
SOADOR
57
State of Alaska Department of Revenue
Alaska
$4.51M +$2.44M +71,754 +118%
Citigroup
58
Citigroup
New York
$4.38M +$2.22M +65,019 +102%
Nomura Asset Management
59
Nomura Asset Management
Japan
$4.33M +$155K +4,560 +4%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$4.2M -$1.65M -48,546 -28%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$3.82M +$2.69M +78,943 +237%
ECM
62
ExodusPoint Capital Management
New York
$3.71M +$3.71M +108,821 New
KAS
63
Kestra Advisory Services
Texas
$3.69M -$148K -4,353 -4%
TPSF
64
Texas Permanent School Fund
Texas
$3.52M +$3.52M +103,268 New
UBS Group
65
UBS Group
Switzerland
$3.5M +$298K +8,737 +9%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.45M -$1M -29,484 -23%
AAS
67
Ameritas Advisory Services
Nebraska
$3.31M -$2.04M -61,535 -38%
RWB
68
RMR Wealth Builders
New Jersey
$3.18M -$1.46M -42,712 -31%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$3.17M -$771K -22,612 -20%
AWA
70
Arete Wealth Advisors
Illinois
$3.16M +$3.16M +92,570 New
Amundi
71
Amundi
France
$3.1M -$277K -8,093 -8%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$2.93M +$742K +21,772 +34%
CF
73
Centaurus Financial
California
$2.86M -$251K -7,369 -8%
State of New Jersey Common Pension Fund D
74
State of New Jersey Common Pension Fund D
New Jersey
$2.81M +$438K +12,859 +18%
ODG
75
O'Dell Group
Ohio
$2.8M -$344K -10,086 -11%
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