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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 %
SWP
101
Stratos Wealth Partners
Ohio
$1.87M -$35.5K -1,043 -2%
Creative Planning
102
Creative Planning
Kansas
$1.79M +$19.8K +581 +1%
CA
103
Calton & Associates
Florida
$1.78M -$52.5K -1,540 -3%
JF
104
Jump Financial
Illinois
$1.74M +$1.74M +51,200 New
Victory Capital Management
105
Victory Capital Management
Texas
$1.74M +$227K +6,664 +15%
MOACM
106
Mutual of America Capital Management
New York
$1.74M +$1.74M +50,952 New
VOYA Investment Management
107
VOYA Investment Management
Georgia
$1.71M +$195K +5,733 +13%
EWM
108
Evercore Wealth Management
New York
$1.71M -$68.2K -2,000 -4%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$1.7M -$44.5K -1,307 -3%
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$1.67M +$87.9K +2,580 +6%
New York State Common Retirement Fund
111
New York State Common Retirement Fund
New York
$1.66M -$446K -13,075 -21%
AB
112
Amalgamated Bank
New York
$1.64M +$1.08M +31,637 +190%
MA
113
Mutual Advisors
Nebraska
$1.63M +$42.3K +1,240 +3%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.61M +$20.8K +611 +1%
OIA
115
OneDigital Investment Advisors
Kansas
$1.6M -$85.4K -2,505 -5%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$1.56M +$164K +4,825 +12%
MSRPS
117
Maryland State Retirement & Pension System
Maryland
$1.56M +$1.56M +45,700 New
WDL
118
Well Done LLC
Michigan
$1.54M -$319K -9,350 -17%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$1.53M +$1.53M +44,805 New
KM
120
Kalos Management
Georgia
$1.51M -$31.9K -936 -2%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$1.49M -$6.71K -197 -0.4%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1.49M -$755K -22,147 -34%
OWA
123
Outlook Wealth Advisors
Texas
$1.43M – – –
CFG
124
Cooper Financial Group
California
$1.39M -$170K -4,984 -11%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$1.39M – – –
3 4
5
6 7