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Phillips Edison & Co
PECO

Overview Fund Activity

341 hedge funds and large institutions have $2.74B invested in Phillips Edison & Co in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+42
Holders Change %
+14.05%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
85
Increased
91
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.38M
Net Calls
+$21.6M
Net Calls Change
+$16.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$560M
2
State Street
State Street
Massachusetts
$150M
3
BlackRock
BlackRock
New York
$316M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$301M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$187M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$27K
2
Millennium Management
Millennium Management
New York
$6.13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.14M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$339K +$76.4K +2,289 +29%
Two Sigma Advisers
227
Two Sigma Advisers
New York
$337K -$327K -9,800 -49%
PFA
228
Plotkin Financial Advisors
Maryland
$326K -$570K -17,067 -64%
Wells Fargo
229
Wells Fargo
California
$324K -$911K -27,247 -74%
AWM
230
Axxcess Wealth Management
California
$324K – – –
M&T Bank
231
M&T Bank
New York
$324K +$324K +9,696 New
IAA
232
Independent Advisor Alliance
North Carolina
$323K +$323K +9,678 New
ASN
233
Advisory Services Network
Georgia
$312K +$38.6K +1,154 +14%
PFP
234
Pinnacle Financial Partners
Tennessee
$310K +$310K +9,267 New
BTI
235
Blue Trust Inc
Georgia
$307K +$307K +8,913 New
William Blair & Company
236
William Blair & Company
Illinois
$305K -$12.6K -376 -4%
CH
237
Canton Hathaway
Rhode Island
$292K -$19.7K -591 -6%
AAS
238
Avantax Advisory Services
Texas
$292K -$13.8K -413 -5%
Franklin Resources
239
Franklin Resources
California
$287K +$287K +8,600 New
RCAG
240
Rehmann Capital Advisory Group
Michigan
$284K -$186K -5,578 -40%
MML Investors Services
241
MML Investors Services
Massachusetts
$281K +$1.57K +47 +0.6%
CCM
242
Coldstream Capital Management
Washington
$281K +$16.4K +491 +6%
WEG
243
World Equity Group
Illinois
$278K +$278K +8,335 New
PAM
244
Peak Asset Management
Colorado
$274K – – –
F
245
F3Logic
Minnesota
$273K -$63.7K -1,904 -19%
CHP
246
Cable Hill Partners
Oregon
$272K +$4.94K +148 +2%
American Century Companies
247
American Century Companies
Missouri
$260K +$260K +7,773 New
FHC
248
First Heartland Consultants
Missouri
$259K -$59.6K -1,787 -19%
PI
249
PEAK6 Investments
Illinois
$258K +$258K +7,730 New
CAN
250
Claraphi Advisory Network
United States
$258K +$258K +7,737 New
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