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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 %
RJA
151
Raymond James & Associates
Florida
$927K 28,407 +179 +0.6%
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$926K 29,398 +4,535 +18%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$917K 28,103 +28,103 New
MHS
154
M Holdings Securities
Oregon
$889K 27,445 -17 -0.1%
American Century Companies
155
American Century Companies
Missouri
$881K 27,010 +5,436 +25%
CAAS
156
Capital Asset Advisory Services
Michigan
$869K 26,628 -4,866 -15%
KA
157
Kovack Advisors
Florida
$863K 26,456 -1,529 -5%
FCM
158
FJ Capital Management
Virginia
$837K 25,652 +11,648 +83%
SFI
159
Susquehanna Fundamental Investments
Pennsylvania
$828K 25,370 -5,726 -18%
BCMLT
160
Beacon Capital Management LLC (Tennessee)
Tennessee
$825K 25,306 -3,538 -12%
Alyeska Investment Group
161
Alyeska Investment Group
Illinois
$825K 25,287 +25,287 New
EE
162
EWG Elevate
California
$824K 25,261 – –
TC
163
TownSquare Capital
Utah
$798K 24,459 +3,046 +14%
EWM
164
EPG Wealth Management
Georgia
$787K 24,121 -1,644 -6%
CIC
165
Cornercap Investment Counsel
Georgia
$769K 23,560 +23,560 New
HighTower Advisors
166
HighTower Advisors
Illinois
$742K 22,832 +1,789 +9%
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
$742K 22,738 +22,738 New
Natixis Advisors
168
Natixis Advisors
Massachusetts
$735K 22,546 +22,546 New
Aberdeen Group
169
Aberdeen Group
United Kingdom
$718K 21,997 +1,095 +5%
AR
170
Apeiron RIA
Texas
$712K 22,008 -490 -2%
IWM
171
IHT Wealth Management
Illinois
$700K 21,460 -535 -2%
SIA
172
Soltis Investment Advisors
Utah
$689K 21,134 -2,746 -11%
JMF
173
Johnson Midwest Financial
Iowa
$669K 20,501 – –
CP
174
Castleview Partners
Texas
$665K 20,386 -1,669 -8%
VDI
175
Vaughan David Investments
Illinois
$649K 19,882 – –
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