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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 %
MOACM
76
Mutual of America Capital Management
New York
$2.64M +$927K +27,641 +54%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$2.64M +$134K +3,996 +5%
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.63M -$1.81M -54,104 -41%
ECM
79
ExodusPoint Capital Management
New York
$2.63M -$1.02M -30,439 -28%
SG Americas Securities
80
SG Americas Securities
New York
$2.6M +$2.01M +59,854 +342%
Jane Street
81
Jane Street
New York
$2.56M +$2.56M +76,413 New
Barclays
82
Barclays
United Kingdom
$2.53M +$347K +10,352 +16%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$2.46M -$32.7K -976 -1%
MLA
84
My Legacy Advisors
Oregon
$2.44M -$207K -6,071 -8%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$2.44M -$334K -9,958 -12%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$2.37M +$69.3K +2,067 +3%
GWM
87
Geneos Wealth Management
Colorado
$2.27M +$69.2K +2,062 +3%
AWA
88
Arkadios Wealth Advisors
Georgia
$2.24M -$438K -13,062 -16%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$2.23M +$726K +21,631 +48%
AIG
90
American International Group
New York
$2.17M +$46.5K +1,386 +2%
IAN
91
Integrated Advisors Network
Texas
$2.17M -$62.8K -1,872 -3%
IMRF
92
Illinois Municipal Retirement Fund
Illinois
$2.16M +$2.16M +64,503 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$2.15M -$975K -29,078 -31%
Victory Capital Management
94
Victory Capital Management
Texas
$2.15M +$430K +12,821 +25%
AWS
95
Atria Wealth Solutions
New York
$2.11M -$230K -6,839 -10%
MIM
96
MetLife Investment Management
New Jersey
$2.08M – – –
CIM
97
Centersquare Investment Management
Pennsylvania
$2.08M – – –
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.07M +$487K +14,525 +31%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$2.01M -$60.4K -1,800 -3%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$1.98M -$238K -7,095 -11%
2 3
4
5 6