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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 %
YCM
101
Yousif Capital Management
Michigan
$1.97M -$129K -3,837 -6%
BCM
102
Brookstone Capital Management
Illinois
$1.93M -$8.47K -248 -0.4%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$1.9M -$32.2K -959 -2%
HF
104
HRT Financial
New York
$1.85M +$1.85M +55,124 New
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$1.84M +$171K +5,101 +10%
SWP
106
Stratos Wealth Partners
Ohio
$1.84M +$537 +16 +0%
Comerica Bank
107
Comerica Bank
Texas
$1.82M +$1.82M +54,221 New
Creative Planning
108
Creative Planning
Kansas
$1.79M +$19.4K +579 +1%
OPS
109
Orion Portfolio Solutions
Nebraska
$1.77M -$247K -7,379 -12%
BCI
110
Brinker Capital Investments
Pennsylvania
$1.77M -$247K -7,379 -12%
NA
111
NewEdge Advisors
Louisiana
$1.76M +$421K +12,561 +32%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$1.74M +$95.8K +2,856 +6%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.7M +$14.3K +426 +0.8%
MA
114
Mutual Advisors
Nebraska
$1.64M +$42.6K +1,270 +3%
UBS Group
115
UBS Group
Switzerland
$1.64M -$1.81M -53,982 -53%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$1.63M +$96.6K +2,880 +6%
DFCM
117
Dark Forest Capital Management
Puerto Rico
$1.63M +$1.63M +48,469 New
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$1.6M -$31.1K -927 -2%
AB
119
Amalgamated Bank
New York
$1.59M -$26.6K -793 -2%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$1.54M +$74.9K +2,233 +5%
OIA
121
OneDigital Investment Advisors
Kansas
$1.5M -$79.9K -2,383 -5%
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$1.45M -$82.4K -2,458 -5%
KAS
123
Kestra Advisory Services
Texas
$1.44M -$2.19M -65,311 -60%
OWA
124
Outlook Wealth Advisors
Texas
$1.4M -$9.53K -284 -0.7%
FCM
125
FJ Capital Management
Virginia
$1.38M +$396K +11,816 +40%
3 4
5
6 7