PECO icon

Phillips Edison & Co

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$700M 20,879,409 -404,511 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$620M 18,492,753 -76,168 -0.4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$274M 8,169,084 -1,052,947 -11%
State Street
4
State Street
Massachusetts
$222M 6,596,750 +10,908 +0.2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$175M 5,207,617 +99,383 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$163M 4,874,206 +186,651 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$91.8M 2,736,638 +91,333 +3%
Charles Schwab
8
Charles Schwab
California
$57.9M 1,727,398 +107,214 +7%
Macquarie Group
9
Macquarie Group
Australia
$54M 1,610,636 -61,200 -4%
Northern Trust
10
Northern Trust
Illinois
$46.2M 1,376,392 +20,461 +2%
Legal & General Group
11
Legal & General Group
United Kingdom
$35.5M 1,058,615 -14,756 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$35.1M 1,047,252 -44,058 -4%
Norges Bank
13
Norges Bank
Norway
$30M 893,439
Morgan Stanley
14
Morgan Stanley
New York
$28M 835,963 -6,520 -0.8%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$25.5M 761,168 -527 -0.1%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$23.7M 705,715 -219,147 -24%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$23M 686,474 +185,433 +37%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$22.8M 678,680 -16,995 -2%
UBS AM
19
UBS AM
Illinois
$21.9M 652,745 +29,243 +5%
Principal Financial Group
20
Principal Financial Group
Iowa
$21.2M 631,625 -34,844 -5%
Holocene Advisors
21
Holocene Advisors
New York
$20.7M 618,320 +71,905 +13%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$20.1M 600,200 -8,837 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$19.2M 573,561 +566,173 +7,663%
CA
24
Cetera Advisors
Colorado
$17.1M 509,697 -69,861 -12%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$16.2M 483,743 +483,743 New