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Phillips Edison & Co
PECO

Overview Fund Activity

379 hedge funds and large institutions have $3.63B invested in Phillips Edison & Co in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
57
Increased
117
Reduced
126
Closed
28
Calls
$4.04M
Puts
$1.39M
Net Calls
+$2.66M
Net Calls Change
-$1.39M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$66.8M
2
GA
GRS Advisors
Illinois
$26M
3
Norges Bank
Norges Bank
Norway
$48.6M
4
BlackRock
BlackRock
New York
$776M
5
Vanguard Group
Vanguard Group
Pennsylvania
$684M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$155M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Axxcess Wealth Management
California
$558K -$358K -9,827 -39%
CAAS
202
Capital Asset Advisory Services
Michigan
$558K -$113K -3,107 -17%
EGM
203
Engineers Gate Manager
New York
$555K +$555K +15,204 New
CP
204
Castleview Partners
Texas
$552K -$60.4K -1,655 -10%
ET
205
Entropy Technologies
New York
$521K +$521K +14,272 New
AIP
206
Ameritas Investment Partners
Nebraska
$519K +$17.9K +491 +4%
IP
207
Ignite Planners
California
$517K – – –
HI
208
Hendershot Investments
Virginia
$513K -$55.8K -1,530 -10%
OLVIG
209
Oliver Lagore Vanvalin Investment Group
Michigan
$509K +$76.3K +2,091 +18%
SMG
210
Smart Money Group
Texas
$505K +$4.27K +117 +0.9%
IAA
211
Independent Advisor Alliance
North Carolina
$502K +$120K +3,283 +31%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$502K -$43.5K -1,191 -8%
ECM
213
Everence Capital Management
Indiana
$500K – – –
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$500K +$151K +4,063 +43%
DFG
215
Demars Financial Group
Washington
$495K +$21.1K +579 +4%
FFB
216
First Financial Bankshares
Texas
$493K +$493K +13,517 New
BPA
217
Beacon Pointe Advisors
California
$491K -$2.52K -69 -0.5%
CB
218
Cadence Bank
Mississippi
$489K – – –
AQR Capital Management
219
AQR Capital Management
Connecticut
$484K -$56K -1,536 -10%
G
220
GenTrust
Florida
$482K – – –
State of Wisconsin Investment Board
221
State of Wisconsin Investment Board
Wisconsin
$476K -$13.6K -373 -3%
BHWM
222
Beaird Harris Wealth Management
Texas
$455K – – –
Millennium Management
223
Millennium Management
New York
$442K +$442K +12,121 New
RCM
224
Raleigh Capital Management
North Carolina
$430K +$2.88K +79 +0.7%
AFP
225
Ausdal Financial Partners
Iowa
$429K -$24.9K -683 -5%
7 8
9
10 11