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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
5.72%
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
BlackRock
New York
+$352M
2
State Street
State Street
Massachusetts
+$61.1M
3
Macquarie Group
Macquarie Group
Australia
+$50.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$38M
5
Principal Financial Group
Principal Financial Group
Iowa
+$22.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$30.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$27.9M
3
ACM
AEW Capital Management
Massachusetts
-$16.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$11.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
VDI
176
Vaughan David Investments
Illinois
$678K – – –
SFG
177
StrategIQ Financial Group
Indiana
$677K +$24K +703 +4%
FA
178
Fiduciary Alliance
South Carolina
$675K – – –
FIA
179
Foundations Investment Advisors
Arizona
$645K +$7.94K +233 +1%
ProShare Advisors
180
ProShare Advisors
Maryland
$628K +$158K +4,628 +34%
MCM
181
MAI Capital Management
Ohio
$600K +$600K +17,606 New
SG Americas Securities
182
SG Americas Securities
New York
$597K -$1.57M -46,075 -72%
SMDAM
183
Sumitomo Mitsui DS Asset Management
Japan
$592K – – –
QT
184
Quantbot Technologies
New York
$573K +$250K +7,328 +77%
BPCE
185
Bank Pictet & Cie (Europe)
Germany
$571K +$571K +16,768 New
AFP
186
Ausdal Financial Partners
Iowa
$569K -$1.01M -29,693 -64%
CA
187
Continuum Advisory
Idaho
$563K – – –
Russell Investments Group
188
Russell Investments Group
United Kingdom
$547K +$479K +14,050 +705%
MW
189
Marcum Wealth
Ohio
$534K -$18.5K -544 -3%
HI
190
Hendershot Investments
Virginia
$533K – – –
AFAS
191
Acorn Financial Advisory Services
Virginia
$526K – – –
SCM
192
Stevens Capital Management
Pennsylvania
$523K +$523K +15,344 New
OLVIG
193
Oliver Lagore Vanvalin Investment Group
Michigan
$518K +$35.3K +1,035 +7%
MHS
194
M Holdings Securities
Oregon
$516K -$420K -12,312 -45%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$516K – – –
CP
196
Castleview Partners
Texas
$512K -$183K -5,376 -26%
PI
197
PFG Investments
New York
$507K -$13.1K -383 -3%
RWM
198
Revisor Wealth Management
Ohio
$506K +$80.7K +2,368 +19%
AQR Capital Management
199
AQR Capital Management
Connecticut
$466K -$38.9K -1,140 -8%
SMG
200
Smart Money Group
Texas
$464K -$5.86K -172 -1%
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