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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.

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

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$113M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$155M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$776M 21,259,846 +380,437 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$684M 18,759,585 +266,832 +1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$295M 8,083,622 -85,462 -1%
State Street
4
State Street
Massachusetts
$244M 6,663,043 +66,293 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$155M 4,262,540 -611,666 -13%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$113M 3,087,214 -2,120,403 -41%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$105M 2,872,881 +136,243 +5%
Charles Schwab
8
Charles Schwab
California
$68.3M 1,872,476 +145,078 +8%
Morgan Stanley
9
Morgan Stanley
New York
$66.8M 1,831,546 +995,583 +119%
Macquarie Group
10
Macquarie Group
Australia
$59.1M 1,619,659 +9,023 +0.6%
Northern Trust
11
Northern Trust
Illinois
$56.4M 1,545,774 +169,382 +12%
Norges Bank
12
Norges Bank
Norway
$48.6M 1,331,202 +437,763 +49%
Legal & General Group
13
Legal & General Group
United Kingdom
$40.3M 1,104,375 +45,760 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.5M 1,026,649 -20,603 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$33.5M 918,665 +232,191 +34%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$31.9M 874,355 +195,675 +29%
UBS AM
17
UBS AM
Illinois
$29.3M 804,084 +151,339 +23%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$29M 794,234 +88,519 +13%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$27.8M 761,091 -77 -0%
GA
20
GRS Advisors
Illinois
$26M 713,865 +713,865 New
Holocene Advisors
21
Holocene Advisors
New York
$23.5M 644,625 +26,305 +4%
Principal Financial Group
22
Principal Financial Group
Iowa
$22.7M 622,940 -8,685 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$20.8M 569,948 -3,613 -0.6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$19.7M 538,840 -61,360 -10%
CA
25
Cetera Advisors
Colorado
$18M 493,202 -16,495 -3%
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