PECO icon

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 %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$1.36M – – –
WDL
127
Well Done LLC
Michigan
$1.32M -$190K -5,677 -13%
CFG
128
Cooper Financial Group
California
$1.29M -$71.9K -2,143 -5%
JF
129
Jump Financial
Illinois
$1.27M -$450K -13,411 -26%
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$1.26M +$49.3K +1,471 +4%
CAM
131
Cresset Asset Management
Illinois
$1.19M -$135K -4,017 -10%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$1.17M -$55.2K -1,647 -5%
American Century Companies
133
American Century Companies
Missouri
$1.15M +$166K +4,961 +17%
SWM
134
Spire Wealth Management
Virginia
$1.15M -$117K -3,475 -9%
BAM
135
Belpointe Asset Management
Nevada
$1.14M -$58.9K -1,755 -5%
VA
136
Vident Advisory
Georgia
$1.14M +$1.14M +33,979 New
Wells Fargo
137
Wells Fargo
California
$1.13M -$930K -27,729 -45%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$1.13M +$5.7K +170 +0.5%
UM
139
UniSuper Management
Australia
$1.12M – – –
ASRS
140
Arizona State Retirement System
Arizona
$1.12M +$15.4K +460 +1%
MYAM
141
Meiji Yasuda Asset Management
Japan
$1.1M -$5.94K -177 -0.5%
AWM
142
Accel Wealth Management
Iowa
$1.07M -$251K -7,494 -19%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$1.06M -$405K -12,076 -28%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$1.04M +$221K +6,600 +27%
CWM
145
Curi Wealth Management
North Carolina
$1.04M -$122K -3,641 -11%
New York State Teachers Retirement System (NYSTRS)
146
New York State Teachers Retirement System (NYSTRS)
New York
$1.04M -$10.1K -300 -1%
Pictet Asset Management
147
Pictet Asset Management
Switzerland
$1.03M +$1.03M +30,801 New
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$1.03M – – –
AWA
149
Arete Wealth Advisors
Illinois
$988K -$2.12M -63,106 -68%
ARG
150
Advisory Resource Group
Oklahoma
$983K -$989K -29,479 -50%
4 5
6
7 8