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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 %
MCC
76
Money Concepts Capital
Florida
$2.75M -$95K -2,788 -3%
JWCA
77
J.W. Cole Advisors
Florida
$2.73M -$409K -11,991 -13%
AWA
78
Arkadios Wealth Advisors
Georgia
$2.72M -$430K -12,629 -14%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$2.69M +$177K +5,208 +7%
MLA
80
My Legacy Advisors
Oregon
$2.62M -$106K -3,122 -4%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$2.54M +$169K +4,946 +7%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$2.53M -$1.72M -50,414 -40%
AWS
83
Atria Wealth Solutions
New York
$2.38M +$77.9K +2,281 +3%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$2.34M +$95.2K +2,792 +4%
HI
85
Harbour Investments
Wisconsin
$2.29M -$207K -6,086 -8%
IAN
86
Integrated Advisors Network
Texas
$2.26M -$198K -5,821 -8%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$2.26M -$336K -9,873 -13%
GWM
88
Geneos Wealth Management
Colorado
$2.23M +$41.9K +1,228 +2%
Barclays
89
Barclays
United Kingdom
$2.21M -$861K -25,272 -28%
AIG
90
American International Group
New York
$2.16M +$232K +6,798 +12%
YCM
91
Yousif Capital Management
Michigan
$2.13M +$2.13M +62,465 New
MIM
92
MetLife Investment Management
New Jersey
$2.12M -$13.5K -396 -0.6%
CIM
93
Centersquare Investment Management
Pennsylvania
$2.11M – – –
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$2.1M +$2.1M +61,600 New
Wells Fargo
95
Wells Fargo
California
$2.09M +$973K +28,549 +87%
OPS
96
Orion Portfolio Solutions
Nebraska
$2.05M -$302K -8,855 -13%
BCI
97
Brinker Capital Investments
Pennsylvania
$2.05M -$302K -8,855 -13%
ARG
98
Advisory Resource Group
Oklahoma
$2M -$253K -7,427 -11%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$1.96M +$70.8K +2,076 +4%
BCM
100
Brookstone Capital Management
Illinois
$1.88M +$141K +4,273 +8%
2 3
4
5 6