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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 %
TC
201
TownSquare Capital
Utah
$458K -$375K -11,012 -45%
CB
202
Cadence Bank
Mississippi
$457K – – –
EGM
203
Engineers Gate Manager
New York
$455K +$235K +6,887 +107%
VanEck Associates
204
VanEck Associates
New York
$451K +$14.7K +432 +3%
G
205
GenTrust
Florida
$450K – – –
NAM
206
Nissay Asset Management
Japan
$448K +$22.2K +652 +5%
AA
207
Advisory Alpha
Michigan
$446K +$446K +13,092 New
DFG
208
Demars Financial Group
Washington
$431K -$11.4K -334 -3%
BHWM
209
Beaird Harris Wealth Management
Texas
$425K – – –
CFGS
210
Concourse Financial Group Securities
Alabama
$418K – – –
SC
211
Savant Capital
Illinois
$412K +$133K +3,890 +48%
CW
212
CreativeOne Wealth
Kansas
$409K +$14.9K +437 +4%
RCM
213
Raleigh Capital Management
North Carolina
$409K +$2.9K +85 +0.7%
AIP
214
Ameritas Investment Partners
Nebraska
$401K +$19.2K +563 +5%
GWS
215
Glassman Wealth Services
Virginia
$386K – – –
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$385K – – –
SCI
217
Stableford Capital II
Arizona
$381K +$381K +10,529 New
M&T Bank
218
M&T Bank
New York
$375K +$32.7K +959 +10%
IP
219
Ignite Planners
California
$371K -$5.5K -166 -1%
DCM
220
Dupont Capital Management
Delaware
$368K -$170K -4,982 -32%
VCM
221
Vivaldi Capital Management
Illinois
$368K – – –
SIA
222
Soltis Investment Advisors
Utah
$366K -$355K -10,408 -49%
IAA
223
Independent Advisor Alliance
North Carolina
$361K +$37.9K +1,113 +12%
CCMG
224
Clark Capital Management Group
Pennsylvania
$356K – – –
MFG
225
Midwest Financial Group
Kansas
$350K -$9.79K -287 -3%
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9
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