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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 %
BAM
126
Belpointe Asset Management
Nevada
$1.34M 41,092 +1,631 +4%
ERSOT
127
Employees Retirement System of Texas
Texas
$1.34M 41,000 – –
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$1.34M 40,957 +1,214 +3%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$1.33M 40,650 +5,150 +15%
CWM
130
Curi Wealth Management
North Carolina
$1.24M 37,994 -3,559 -9%
TC
131
TwinBeech Capital
New York
$1.2M 36,836 +36,836 New
SWM
132
Spire Wealth Management
Virginia
$1.19M 36,555 +910 +3%
Daiwa Securities Group
133
Daiwa Securities Group
Japan
$1.17M 35,781 +4,276 +14%
LCM
134
LDR Capital Management
New York
$1.13M 34,597 -46,334 -57%
PAMS
135
Pictet Asset Management (Switzerland)
Switzerland
$1.11M 33,931 -14,694 -30%
ASRS
136
Arizona State Retirement System
Arizona
$1.11M 33,930 +1,000 +3%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$1.09M 33,270 -1,980 -6%
MYAM
138
Meiji Yasuda Asset Management
Japan
$1.08M 33,048 – –
Wells Fargo
139
Wells Fargo
California
$1.07M 32,904 +28,609 +666%
VIA
140
Vident Investment Advisory
Georgia
$1.06M 32,407 -2,942 -8%
ICG
141
InterOcean Capital Group
Tennessee
$1.06M 32,405 – –
CASC
142
Coppell Advisory Solutions Corp
Texas
$1.05M 33,243 +2,683 +9%
CAS
143
Coppell Advisory Solutions
Texas
$1.05M 33,243 +2,683 +9%
Cerity Partners
144
Cerity Partners
New York
$1.04M 31,919 +2,042 +7%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$1M 30,648 -500 -2%
FPGK
146
Financial Partners Group (Kansas)
Kansas
$997K 30,564 – –
Jane Street
147
Jane Street
New York
$990K 30,339 +15,812 +109%
VRS
148
Virginia Retirement Systems
Virginia
$982K 30,100 +9,500 +46%
CC
149
Cipher Capital
New York
$944K 28,930 +28,930 New
AACP
150
Advantage Alpha Capital Partners
California
$941K 28,845 +28,845 New
4 5
6
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