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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 %
SWP
101
Stratos Wealth Partners
Ohio
$1.82M 55,796 +16 +0%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$1.81M 55,439 +1,241 +2%
WDL
103
Well Done LLC
Michigan
$1.78M 54,459 – –
CA
104
Calton & Associates
Florida
$1.75M 53,695 -5,256 -9%
EWM
105
Evercore Wealth Management
New York
$1.7M 52,156 -5,000 -9%
Creative Planning
106
Creative Planning
Kansas
$1.7M 52,062 +131 +0.3%
BB
107
Bell Bank
North Dakota
$1.69M 51,841 -1,979 -4%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$1.67M 51,048 +25,964 +104%
BCM
109
Brookstone Capital Management
Illinois
$1.66M 52,570 -8,383 -14%
OIA
110
OneDigital Investment Advisors
Kansas
$1.62M 49,565 -2,582 -5%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$1.6M 48,956 -4,886 -9%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$1.53M 47,048 +47,048 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52M 46,712 +259 +0.6%
MA
114
Mutual Advisors
Nebraska
$1.52M 46,482 +68 +0.1%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$1.51M 46,387 +2,760 +6%
AFP
116
Ausdal Financial Partners
Iowa
$1.51M 46,395 +2,729 +6%
Citadel Advisors
117
Citadel Advisors
Florida
$1.5M 45,836 -284,522 -86%
CFG
118
Cooper Financial Group
California
$1.49M 45,648 -381 -0.8%
NA
119
NewEdge Advisors
Louisiana
$1.47M 45,213 -5,363 -11%
KM
120
Kalos Management
Georgia
$1.47M 45,197 -743 -2%
Victory Capital Management
121
Victory Capital Management
Texas
$1.45M 44,497 -468 -1%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$1.45M 44,437 +67 +0.2%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$1.44M 44,017 +5,625 +15%
OWA
124
Outlook Wealth Advisors
Texas
$1.37M 42,050 – –
AWM
125
Accel Wealth Management
Iowa
$1.36M 41,624 +1,593 +4%
3 4
5
6 7