PECO icon

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.

New
Increased
Maintained
Reduced
Closed
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
Norges Bank
Norway
$25.2M
2
ACM
AEW Capital Management
Massachusetts
$16.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$11.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$569M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$10.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$147M
2
CIM
Centersquare Investment Management
Pennsylvania
$2.02M
3
Citadel Advisors
Citadel Advisors
Florida
$1.5M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$24.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
201
GenTrust
Florida
$431K – – –
UCFA
202
United Capital Financial Advisors
Texas
$426K -$419K -12,848 -50%
DFG
203
Demars Financial Group
Washington
$423K -$3.91K -120 -0.9%
Principal Financial Group
204
Principal Financial Group
Iowa
$421K -$37.8K -1,160 -8%
VanEck Associates
205
VanEck Associates
New York
$418K +$21.7K +664 +5%
NAM
206
Nissay Asset Management
Japan
$408K +$4.18K +128 +1%
RWM
207
Revisor Wealth Management
Ohio
$407K +$407K +12,489 New
BHWM
208
Beaird Harris Wealth Management
Texas
$407K – – –
AOG
209
Alpha Omega Group
Virginia
$405K – – –
FRM
210
Fox Run Management
Connecticut
$403K +$403K +12,366 New
LA
211
LexAurum Advisors
Kansas
$401K -$2.06K -63 -0.5%
CFGS
212
Concourse Financial Group Securities
Alabama
$400K – – –
RCM
213
Raleigh Capital Management
North Carolina
$389K +$2.48K +76 +0.6%
State Board of Administration of Florida Retirement System
214
State Board of Administration of Florida Retirement System
Florida
$388K – – –
RFS
215
Retirement Financial Solutions
Tennessee
$388K -$52.2K -1,601 -12%
CW
216
CreativeOne Wealth
Kansas
$378K -$8.46K -259 -2%
GWS
217
Glassman Wealth Services
Virginia
$369K – – –
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$369K – – –
BPA
219
Beacon Pointe Advisors
California
$366K -$9.53K -292 -3%
AIP
220
Ameritas Investment Partners
Nebraska
$365K – – –
IP
221
Ignite Planners
California
$362K – – –
VCM
222
Vivaldi Capital Management
Illinois
$352K – – –
SBIA
223
Sheaff Brock Investment Advisors
Indiana
$350K +$848 +26 +0.2%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$346K -$127K -3,888 -27%
MFG
225
Midwest Financial Group
Kansas
$344K +$344K +10,545 New
7 8
9
10 11