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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.

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 %
YCM
101
Yousif Capital Management
Michigan
$2.17M +$31.9K +875 +1%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$2.12M +$224K +6,135 +12%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$2.07M +$11.2K +306 +0.5%
NA
104
NewEdge Advisors
Louisiana
$2.07M +$172K +4,766 +9%
AAS
105
Ameritas Advisory Services
Nebraska
$2.02M -$3.39M -94,023 -63%
Creative Planning
106
Creative Planning
Kansas
$2.01M +$71K +1,945 +4%
Comerica Bank
107
Comerica Bank
Texas
$2.01M +$28.9K +791 +1%
SWP
108
Stratos Wealth Partners
Ohio
$2M +$620 +17 +0%
BCM
109
Brookstone Capital Management
Illinois
$1.98M -$80.8K -2,216 -4%
BFM
110
Boothbay Fund Management
New York
$1.87M +$1.87M +51,338 New
AWA
111
Arkadios Wealth Advisors
Georgia
$1.84M -$592K -16,217 -24%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$1.84M -$1.97K -54 -0.1%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$1.77M -$6.79K -186 -0.4%
CA
114
Calton & Associates
Florida
$1.76M +$1.14M +31,335 +185%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$1.73M -$11.2K -307 -0.6%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.72M -$1.15M -31,411 -40%
CAM
117
ClariVest Asset Management
California
$1.68M +$611K +16,744 +57%
AB
118
Amalgamated Bank
New York
$1.67M -$62.5K -1,714 -4%
Wells Fargo
119
Wells Fargo
California
$1.59M +$360K +9,869 +29%
MSRPS
120
Maryland State Retirement & Pension System
Maryland
$1.59M +$8.24K +226 +0.5%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$1.55M -$789K -21,618 -34%
American Century Companies
122
American Century Companies
Missouri
$1.54M +$286K +7,847 +23%
KAS
123
Kestra Advisory Services
Texas
$1.53M -$31.1K -852 -2%
TC
124
TwinBeech Capital
New York
$1.53M +$1.53M +41,856 New
OWA
125
Outlook Wealth Advisors
Texas
$1.52M – – –
3 4
5
6 7