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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 %
NA
126
NewEdge Advisors
Louisiana
$1.36M -$185K -5,430 -12%
CAM
127
Cresset Asset Management
Illinois
$1.34M -$767K -22,445 -36%
AWM
128
Accel Wealth Management
Iowa
$1.34M -$79.4K -2,331 -6%
GCM
129
Greenland Capital Management
New York
$1.33M -$1.38M -40,490 -51%
BRWA
130
B. Riley Wealth Advisors
Florida
$1.32M -$1.46M -42,585 -52%
CAS
131
Coppell Advisory Solutions
Texas
$1.3M +$170K +5,001 +15%
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$1.3M -$300K -8,801 -19%
Squarepoint
133
Squarepoint
New York
$1.29M +$759K +22,262 +143%
SWM
134
Spire Wealth Management
Virginia
$1.29M +$40.9K +1,201 +3%
BB
135
Bell Bank
North Dakota
$1.28M -$487K -14,281 -28%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$1.25M +$1.25M +36,600 New
Cerity Partners
137
Cerity Partners
New York
$1.23M +$147K +4,303 +13%
Daiwa Securities Group
138
Daiwa Securities Group
Japan
$1.23M +$8.49K +249 +0.7%
BAM
139
Belpointe Asset Management
Nevada
$1.22M -$177K -5,208 -13%
CWM
140
Curi Wealth Management
North Carolina
$1.18M -$113K -3,321 -9%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$1.14M +$737K +21,620 +182%
UM
142
UniSuper Management
Australia
$1.14M +$1.14M +33,400 New
VIA
143
Vident Investment Advisory
Georgia
$1.14M +$30.8K +904 +3%
MYAM
144
Meiji Yasuda Asset Management
Japan
$1.13M – – –
ASRS
145
Arizona State Retirement System
Arizona
$1.12M -$33.8K -991 -3%
VRS
146
Virginia Retirement Systems
Virginia
$1.11M +$81.8K +2,400 +8%
New York State Teachers Retirement System (NYSTRS)
147
New York State Teachers Retirement System (NYSTRS)
New York
$1.07M +$1.07M +31,300 New
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$1.04M – – –
FPGK
149
Financial Partners Group (Kansas)
Kansas
$1.03M -$54.1K -1,522 -5%
PAMS
150
Pictet Asset Management (Switzerland)
Switzerland
$1.01M -$148K -4,340 -13%
4 5
6
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