Phillips Edison & Company, Inc.
Hedge Funds Holdings

Last updated:

Phillips Edison & Company, Inc.‘s stocks are currently a part of 249 hedge funds’ portfolios, which represents 34.79% of the total amount of its stocks outstanding. This makes up a total of 45.33M shares of Phillips Edison & Company, Inc.. Compared to the previous quarter, the number fell by -45.90% or -38.47M shares fewer. As for the holding position changes, 27.31% (68) of current hedge fund investors increased the number of shares held, 36.95% (92) of current holders sold a part of the shares held, and 10.44% (26) closed the holdings completely. 27 hedge funds are new holders of Phillips Edison & Company, Inc. stock in Q1 2023, it is 10.84% of total holders.

Hedge funds holding Phillips Edison & Company (Q4 2017 – Q1 2023)

Number of hedge funds
Q4 2017 0
Q2 2021 1
Q3 2021 81
Q4 2021 96
Q1 2022 299
Q2 2022 339
Q3 2022 324
Q4 2022 337
Q1 2023 249

Hedge funds changes in Phillips Edison & Company positions (Q4 2017 – Q1 2023)

Changes in positions
Q4 2017 0001-1
Q2 2021 10000
Q3 2021 800100
Q4 2021 34371519-9
Q1 2022 223571318-12
Q2 2022 85931123712
Q3 2022 381091135113
Q4 2022 491031163237
Q1 2023 2768922636

Hedge funds changes in Phillips Edison & Company stock options (Q4 2017 – Q1 2023)

Changes in stock options
Q4 2017 0 0
Q2 2021 0 0
Q3 2021 0 0
Q4 2021 0 0
Q1 2022 6,379,000 1,509,000
Q2 2022 23,939,000 2,379,000
Q3 2022 6,295,000 21,203,000
Q4 2022 6,386,608 177,624
Q1 2023 702,011,000 65,000

Top 50 hedge fund holders of Phillips Edison & Company, Inc. (NASDAQ:PECO)

Hedge fund Value Shares owned Portfolio share
VANGUARD GROUP INC 474.07M 16.90M 0.014%
BLACKROCK INC. Larry Fink 282.95M 10.08M 0.010%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 252.73M 9.01M 0.054%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 165.17M 5.88M 0.062%
FMR LLC 151.90M 5.41M 0.016%
STATE STREET CORP 127.60M 4.53M 0.008%
GEODE CAPITAL MANAGEMENT, LLC 66.01M 2.35M 0.010%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 38.63M 1.37M 0.014%
NORTHERN TRUST CORP 37.44M 1.33M 0.009%
FIRST FOUNDATION ADVISORS 35.34M 1.26M 1.731%
JANUS HENDERSON GROUP PLC 32.32M 1.15M 0.024%
MORGAN STANLEY 31.05M 1.10M 0.004%
NUVEEN ASSET MANAGEMENT, LLC 25.56M 911.46K 0.010%
CETERA ADVISORS LLC 22.70M 809.44K 0.600%
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 21.49M 766.41K 0.121%
ADVISOR GROUP HOLDINGS, INC. 19.56M 697.4K 0.045%
LEGAL & GENERAL GROUP PLC 18.90M 673.81K 0.007%
JPMORGAN CHASE & CO 17.43M 621.61K 0.003%
HOLOCENE ADVISORS, LP 16.71M 595.95K 0.107%
CETERA ADVISOR NETWORKS LLC 15.33M 546.85K 0.191%
CETERA INVESTMENT ADVISERS 14.94M 532.92K 0.298%
UBS ASSET MANAGEMENT AMERICAS INC 14.82M 528.66K 0.008%
BANK OF NEW YORK MELLON CORP 14.57M 519.71K 0.004%
ALLIANCEBERNSTEIN L.P. 13.95M 497.52K 0.007%
LPL FINANCIAL LLC 12.82M 457.17K 0.012%
B&I CAPITAL AG 12.46M 444.51K 4.924%
CITADEL ADVISORS LLC Ken Griffin 9.71M 346.31K 0.002%
ACG WEALTH 9.24M 329.48K 2.113%
AE WEALTH MANAGEMENT LLC 8.83M 314.92K 0.070%
ROYAL BANK OF CANADA 8.55M 304.84K 0.003%
ROYAL BANK OF CANADA 8.41M 300K 0.003%
COMMONWEALTH EQUITY SERVICES, LLC 8.31M 296.50K 0.021%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 7.63M 272.2K 0.011%
DEUTSCHE BANK AG\ 7.63M 272.09K 0.005%
MCADAM, LLC 7.61M 271.41K 0.825%
SWISS NATIONAL BANK 7.57M 270.1K 0.005%
COLONY GROUP LLC 7.55M 269.39K 0.133%
GOLDMAN SACHS GROUP INC 7.26M 258.91K 0.002%
STIFEL FINANCIAL CORP 7.22M 257.55K 0.012%
MARINER, LLC 7.14M 254.55K 0.029%
MILLENNIUM MANAGEMENT LLC Israel Englander 6.85M 244.34K 0.004%
FIRST TRUST ADVISORS LP 6.16M 219.69K 0.008%
INVESCO LTD. 5.37M 191.49K 0.002%
RMR WEALTH BUILDERS 4.99M 177.42K 1.222%
GRANITE INVESTMENT PARTNERS, LLC 4.96M 176.99K 0.215%
MACQUARIE GROUP LTD 4.92M 175.67K 0.006%
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. 4.88M 174.23K 1.757%
ASSET MANAGEMENT ONE CO., LTD. 4.83M 172.53K 0.025%
RHUMBLINE ADVISERS 4.69M 167.31K 0.007%
THRIVENT FINANCIAL FOR LUTHERANS 4.65M 165.78K 0.013%