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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 %
ML
51
McAdam LLC
Pennsylvania
$6.45M -$74.1K -2,030 -1%
ECM
52
ExodusPoint Capital Management
New York
$5.97M +$3.11M +85,157 +109%
CS
53
Credit Suisse
Switzerland
$5.72M -$3.54M -97,058 -38%
WHG
54
Westwood Holdings Group
Texas
$5.69M – – –
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$5.15M -$121K -3,305 -2%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$5.07M +$266K +7,304 +6%
Prudential Financial
57
Prudential Financial
New Jersey
$4.99M +$474 +13 +0%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$4.96M +$1.4M +38,339 +39%
Nomura Asset Management
59
Nomura Asset Management
Japan
$4.89M +$128K +3,500 +3%
SOADOR
60
State of Alaska Department of Revenue
Alaska
$4.71M -$2.04K -56 -0%
CF
61
Centaurus Financial
California
$4.62M +$50.3K +1,380 +1%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.52M -$210K -5,761 -4%
FW
63
FirstPurpose Wealth
Utah
$4.39M -$286K -7,835 -6%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$4.24M -$1.13M -30,937 -21%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$4.13M +$1.46M +39,961 +54%
Citigroup
66
Citigroup
New York
$4.05M +$640K +17,542 +19%
UBS Group
67
UBS Group
Switzerland
$3.95M +$2.17M +59,606 +122%
Aberdeen Group
68
Aberdeen Group
United Kingdom
$3.78M +$2.87M +78,581 +313%
TPSF
69
Texas Permanent School Fund
Texas
$3.77M +$132K +3,611 +4%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$3.73M – – –
Victory Capital Management
71
Victory Capital Management
Texas
$3.71M +$1.38M +37,723 +59%
SPS
72
Susquehanna Portfolio Strategies
Pennsylvania
$3.69M +$3.69M +101,216 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$3.69M +$822K +22,534 +29%
EP
74
Edgestream Partners
New Jersey
$3.43M +$3.43M +93,965 New
FFA
75
First Foundation Advisors
California
$3.19M -$1.6M -43,815 -33%
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