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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.

New
Increased
Maintained
Reduced
Closed
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 %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$1.51M +$23.7K +650 +2%
Squarepoint
127
Squarepoint
New York
$1.48M +$894K +24,494 +152%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$1.44M -$237K -6,487 -14%
OIA
129
OneDigital Investment Advisors
Kansas
$1.43M -$198K -5,415 -12%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.42M -$484K -13,380 -25%
BCI
131
Brinker Capital Investments
Pennsylvania
$1.42M -$484K -13,380 -25%
CFG
132
Cooper Financial Group
California
$1.41M +$620 +17 +0%
FCM
133
FJ Capital Management
Virginia
$1.4M -$104K -2,849 -7%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$1.35M -$648K -17,775 -32%
SWM
135
Spire Wealth Management
Virginia
$1.35M +$125K +3,506 +10%
WDL
136
Well Done LLC
Michigan
$1.34M -$98.6K -2,703 -7%
Daiwa Securities Group
137
Daiwa Securities Group
Japan
$1.32M -$51.6K -1,415 -4%
AI
138
Atom Investors
Texas
$1.3M +$1.3M +35,621 New
Cerity Partners
139
Cerity Partners
New York
$1.3M +$302K +8,284 +30%
TRCT
140
Tower Research Capital (TRC)
New York
$1.28M +$1.23M +33,819 +2,496%
VA
141
Vident Advisory
Georgia
$1.28M +$43.4K +1,190 +4%
GCM
142
Greenland Capital Management
New York
$1.28M -$4.56M -124,900 -78%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$1.28M +$328 +9 +0%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$1.23M – – –
UM
145
UniSuper Management
Australia
$1.22M – – –
SIS
146
Sound Income Strategies
Florida
$1.21M +$1,000K +27,400 +472%
CAM
147
Cresset Asset Management
Illinois
$1.21M -$82.7K -2,260 -6%
ASRS
148
Arizona State Retirement System
Arizona
$1.2M -$21.2K -580 -2%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$1.14M – – –
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$1.13M – – –
4 5
6
7 8