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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 %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$5.35M +$2.7M +80,589 +102%
WHG
52
Westwood Holdings Group
Texas
$5.23M – – –
AAS
53
Ameritas Advisory Services
Nebraska
$5.14M +$1.72M +50,313 +50%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$4.94M -$1.06M -31,499 -18%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.87M -$2.12M -63,104 -30%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$4.85M +$4.85M +144,477 New
First Trust Advisors
57
First Trust Advisors
Illinois
$4.75M -$933K -27,805 -16%
Prudential Financial
58
Prudential Financial
New Jersey
$4.59M -$249K -7,430 -5%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$4.42M -$108K -3,228 -2%
FFA
60
First Foundation Advisors
California
$4.4M -$385K -11,470 -8%
Nomura Asset Management
61
Nomura Asset Management
Japan
$4.38M +$114K +3,390 +3%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.35M -$425K -12,686 -9%
SOADOR
63
State of Alaska Department of Revenue
Alaska
$4.33M -$112K -3,330 -3%
FW
64
FirstPurpose Wealth
Utah
$4.3M -$202K -6,016 -4%
CF
65
Centaurus Financial
California
$4.2M +$1.39M +41,335 +49%
TRSOTSOK
66
Teachers Retirement System of the State of Kentucky
Kentucky
$3.43M +$548K +16,328 +19%
TPSF
67
Texas Permanent School Fund
Texas
$3.34M -$120K -3,575 -3%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$3.28M +$1.99M +59,411 +155%
Citigroup
69
Citigroup
New York
$3.14M -$1.18M -35,102 -27%
Amundi
70
Amundi
France
$3M -$87.7K -2,574 -3%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$2.97M -$418K -12,460 -12%
RWB
72
RMR Wealth Builders
New Jersey
$2.94M -$183K -5,451 -6%
MCC
73
Money Concepts Capital
Florida
$2.78M +$67.8K +2,022 +3%
ODG
74
O'Dell Group
Ohio
$2.68M -$75.2K -2,242 -3%
JWCA
75
J.W. Cole Advisors
Florida
$2.65M -$40.4K -1,204 -2%
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