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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.

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
1
Norges Bank
Norway
$25.2M
2
ACM
2
AEW Capital Management
Massachusetts
$16.8M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$11.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$569M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$10.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$147M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$2.02M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.5M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$24.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$295M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$569M 17,453,610 +355,990 +2%
BlackRock
2
BlackRock
New York
$358M 10,968,111 -170,744 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$295M 9,049,894 -188,612 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$193M 5,926,306 +19,243 +0.3%
State Street
5
State Street
Massachusetts
$157M 4,795,535 +151,796 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$147M 4,517,835 -1,181,037 -21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$82.4M 2,525,064 +99,756 +4%
Charles Schwab
8
Charles Schwab
California
$49M 1,501,091 +79,119 +6%
Northern Trust
9
Northern Trust
Illinois
$43.5M 1,334,251 -15,612 -1%
Millennium Management
10
Millennium Management
New York
$30.9M 946,021 +224,422 +31%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$27.9M 855,598 -55,889 -6%
Legal & General Group
12
Legal & General Group
United Kingdom
$27M 826,183 +120,901 +17%
Norges Bank
13
Norges Bank
Norway
$25.2M 771,781 +629,777 +443%
Morgan Stanley
14
Morgan Stanley
New York
$25M 766,681 +48,684 +7%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$24.8M 761,758 -218,052 -22%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$24.1M 739,169 +110,875 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$22M 673,626 -69,983 -9%
CA
18
Cetera Advisors
Colorado
$21M 643,745 -73,629 -10%
Osaic Holdings
19
Osaic Holdings
Arizona
$20.7M 637,516 -68,536 -10%
UBS AM
20
UBS AM
Illinois
$20.3M 623,502 +11,637 +2%
Holocene Advisors
21
Holocene Advisors
New York
$18.6M 569,287 -19,638 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.1M 556,053 -16,843 -3%
ACM
23
AEW Capital Management
Massachusetts
$16.8M 514,580 +514,580 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$15.5M 474,277 -22,759 -5%
AllianceBernstein
25
AllianceBernstein
Tennessee
$15.2M 466,262 -97,766 -17%
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