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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 %
Bank of America
76
Bank of America
North Carolina
$2.5M 76,629 +9,008 +13%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$2.47M 76,119 +25,522 +50%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$2.41M 73,842 +73,842 New
HI
79
Harbour Investments
Wisconsin
$2.39M 73,367 -4,014 -5%
IAN
80
Integrated Advisors Network
Texas
$2.36M 72,275 -3,972 -5%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$2.27M 69,727 – –
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$2.27M 69,643 -5,805 -8%
OPS
83
Orion Portfolio Solutions
Nebraska
$2.25M 68,986 +14,523 +27%
BCI
84
Brinker Capital Investments
Pennsylvania
$2.25M 68,986 +68,986 New
AWS
85
Atria Wealth Solutions
New York
$2.2M 67,449 -180 -0.3%
ARG
86
Advisory Resource Group
Oklahoma
$2.16M 66,220 – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$2.15M 65,936 -11,976 -15%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$2.15M 65,925 +6,170 +10%
GWM
89
Geneos Wealth Management
Colorado
$2.1M 64,342 +26,730 +71%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$2.09M 64,129 -11,949 -16%
BFG
91
Barber Financial Group
Kansas
$2.08M 63,782 -2,682 -4%
SG Americas Securities
92
SG Americas Securities
New York
$2.07M 63,581 +42,675 +204%
Citigroup
93
Citigroup
New York
$2.07M 63,557 +9,607 +18%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$2.04M 62,515 +12,953 +26%
MIM
95
MetLife Investment Management
New Jersey
$2.04M 62,464 – –
CIM
96
Centersquare Investment Management
Pennsylvania
$2.02M 62,000 -957,292 -94%
CAM
97
Cresset Asset Management
Illinois
$2.02M 61,748 -75,045 -55%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$2.02M 61,809 -24,796 -29%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$1.98M 60,674 +1,738 +3%
AIG
100
American International Group
New York
$1.84M 56,553 +1,125 +2%
2 3
4
5 6