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Phillips Edison & Co
PECO

Overview Fund Activity

299 hedge funds and large institutions have $2.36B invested in Phillips Edison & Co in 2022 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 57 increasing their positions, 13 reducing their positions, and 16 closing their positions.

Holders
299
Holders Change
+205
Holders Change %
+218.09%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
223
Increased
57
Reduced
13
Closed
16
Calls
$6.38M
Puts
$1.51M
Net Calls
+$4.87M
Net Calls Change
+$4.87M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$361M
2
BlackRock
2
BlackRock
New York
$251M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$266M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$152M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$67.5M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$364K
2
GC
2
Gillson Capital
Illinois
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.17M
4
BIC
4
B&I Capital
Switzerland
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$251K 7,312 +7,312 New
CIAS
227
Capital Investment Advisory Services
North Carolina
$247K 7,190 +7,190 New
MAM
228
Meeder Asset Management
Ohio
$245K 7,116 +7,116 New
BTWM
229
Baker Tilly Wealth Management
Wisconsin
$243K 7,060 +7,060 New
UBS Group
230
UBS Group
Switzerland
$241K 7,006 -1,951 -22%
PHK
231
Point72 Hong Kong
Hong Kong
$241K 6,996 +6,996 New
CPO
232
Cerity Partners OCIO
New York
$240K 6,985 +6,985 New
LNC
233
Lincoln National Corp
Pennsylvania
$237K 6,894 +6,894 New
JCA
234
January Capital Advisors
California
$236K 7,052 +7,052 New
LNWTC
235
Laird Norton Wetherby Trust Company
Washington
$233K 6,800 +6,800 New
MWA
236
Monograph Wealth Advisors
California
$229K 6,638 +6,638 New
DHGWA
237
Dixon Hughes Goodman Wealth Advisors
North Carolina
$229K 6,666 +6,666 New
SCA
238
Snowden Capital Advisors
New York
$229K 6,666 +6,666 New
AA
239
Argent Advisors
Louisiana
$226K 6,583 +6,583 New
VWA
240
Visionary Wealth Advisors
Illinois
$225K 6,550 +6,550 New
JSL
241
JT Stratford LLC
Georgia
$214K 6,230 +6,230 New
VCA
242
Verdence Capital Advisors
Maryland
$210K 6,112 +6,112 New
GHA
243
GW Henssler & Associates
Georgia
$207K 6,008 +6,008 New
AWM
244
Apollon Wealth Management
South Carolina
$206K 5,996 +5,996 New
EGM
245
Engineers Gate Manager
New York
$202K 5,867 +5,867 New
ATPW
246
Ashton Thomas Private Wealth
Arizona
$200K 5,816 +5,816 New
QT
247
Quantbot Technologies
New York
$199K 5,791 +5,791 New
AF
248
Allworth Financial
California
$152K 4,406 +4,406 New
GI
249
Gradient Investments
Minnesota
$139K 4,056 +4,056 New
DWP
250
Destiny Wealth Partners
Florida
$138K 4,006 +4,006 New
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