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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 %
AR
176
Apeiron RIA
Texas
$712K -$40.1K -1,197 -5%
EE
177
EWG Elevate
California
$704K -$143K -4,260 -17%
VDI
178
Vaughan David Investments
Illinois
$667K – – –
FA
179
Fiduciary Alliance
South Carolina
$665K – – –
SMDAM
180
Sumitomo Mitsui DS Asset Management
Japan
$662K +$79.8K +2,379 +14%
JMF
181
Johnson Midwest Financial
Iowa
$660K -$27.9K -833 -4%
CAAS
182
Capital Asset Advisory Services
Michigan
$638K -$161K -4,631 -20%
MHS
183
M Holdings Securities
Oregon
$615K +$107K +3,196 +21%
BRWA
184
B. Riley Wealth Advisors
Florida
$608K -$692K -20,581 -53%
QT
185
Quantbot Technologies
New York
$608K +$43.4K +1,293 +8%
ProShare Advisors
186
ProShare Advisors
Maryland
$602K -$15.9K -473 -3%
CA
187
Calton & Associates
Florida
$569K -$1.18M -35,200 -67%
BPCE
188
Bank Pictet & Cie (Europe)
Germany
$569K +$6.27K +187 +1%
CP
189
Castleview Partners
Texas
$563K +$60K +1,788 +12%
Squarepoint
190
Squarepoint
New York
$540K -$729K -21,745 -57%
Russell Investments Group
191
Russell Investments Group
United Kingdom
$538K +$302 +9 +0.1%
VRS
192
Virginia Retirement Systems
Virginia
$527K -$563K -16,800 -52%
HI
193
Hendershot Investments
Virginia
$523K -$1.95K -58 -0.4%
AFAS
194
Acorn Financial Advisory Services
Virginia
$518K – – –
MW
195
Marcum Wealth
Ohio
$515K -$11.4K -340 -2%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$501K -$6.44K -192 -1%
RWM
197
Revisor Wealth Management
Ohio
$498K – – –
AQR Capital Management
198
AQR Capital Management
Connecticut
$496K +$37.8K +1,126 +8%
GCM
199
Graham Capital Management
Connecticut
$492K +$492K +14,665 New
NAM
200
Nissay Asset Management
Japan
$477K +$36.1K +1,077 +8%
6 7
8
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