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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.

New
Increased
Maintained
Reduced
Closed
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 %
RWB
76
RMR Wealth Builders
New Jersey
$3.18M -$18.6K -510 -0.6%
MWM
77
Modern Wealth Management
Kansas
$3.13M +$3.13M +85,670 New
MCC
78
Money Concepts Capital
Florida
$3.11M +$88.3K +2,421 +3%
Voloridge Investment Management
79
Voloridge Investment Management
Florida
$3.06M -$4.92M -134,957 -62%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$2.99M +$2.99M +81,954 New
GWM
81
Geneos Wealth Management
Colorado
$2.96M +$488K +13,379 +20%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$2.93M -$304K -8,336 -9%
MOACM
83
Mutual of America Capital Management
New York
$2.79M -$77.4K -2,121 -3%
Amundi
84
Amundi
France
$2.68M -$468K -13,081 -15%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$2.65M – – –
JWCA
86
J.W. Cole Advisors
Florida
$2.64M -$237K -6,495 -8%
AWS
87
Atria Wealth Solutions
New York
$2.6M +$304K +8,327 +13%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$2.58M +$47K +1,315 +2%
Jane Street
89
Jane Street
New York
$2.54M -$251K -6,869 -9%
ODG
90
O'Dell Group
Ohio
$2.5M -$417K -11,419 -14%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$2.48M +$321K +8,801 +15%
IMRF
92
Illinois Municipal Retirement Fund
Illinois
$2.45M +$97.7K +2,679 +4%
MLA
93
My Legacy Advisors
Oregon
$2.42M -$121K -3,400 -5%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$2.37M -$54.5K -1,495 -2%
AIG
95
American International Group
New York
$2.35M -$15.8K -433 -0.7%
IAN
96
Integrated Advisors Network
Texas
$2.31M -$42.8K -1,173 -2%
MIM
97
MetLife Investment Management
New Jersey
$2.26M – – –
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.25M -$4.63K -127 -0.2%
MA
99
Mutual Advisors
Nebraska
$2.2M +$412K +11,294 +23%
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$2.18M – – –
2 3
4
5 6