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Phillips Edison & Co
PECO

Overview Fund Activity

330 hedge funds and large institutions have $2.36B invested in Phillips Edison & Co in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-11
Holders Change %
-3.23%
% of All Funds
5.71%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
41
Increased
111
Reduced
113
Closed
48
Calls
$6.3M
Puts
$21.2M
Net Calls
-$14.9M
Net Calls Change
-$36.5M

Top Buyers

1
BlackRock
BlackRock
New York
$283M
2
Charles Schwab
Charles Schwab
California
$38.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$64.7M
4
Citadel Advisors
Citadel Advisors
Florida
$9.71M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$165M

Top Sellers

1
VC
Vision Capital
Ontario, Canada
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$152M
3
SSA
Schonfeld Strategic Advisors
New York
$937K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
5
AAS
Ameritas Advisory Services
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
226
Blue Trust Inc
Georgia
$298K +$434 +13 +0.1%
Handelsbanken Fonder
227
Handelsbanken Fonder
Sweden
$295K – – –
CCMG
228
Clark Capital Management Group
Pennsylvania
$293K +$293K +10,456 New
OLVIG
229
Oliver Lagore Vanvalin Investment Group
Michigan
$291K -$45.4K -1,615 -13%
CAN
230
Claraphi Advisory Network
United States
$290K +$58.1K +1,939 +25%
FP
231
Foundry Partners
Minnesota
$286K -$4.91K -175 -2%
M&T Bank
232
M&T Bank
New York
$281K +$9.44K +337 +3%
PCA
233
Personal Capital Advisors
California
$278K -$19.7K -703 -7%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$273K -$928K -36,750 -77%
AWM
235
Axxcess Wealth Management
California
$272K – – –
IAA
236
Independent Advisor Alliance
North Carolina
$266K -$5.61K -200 -2%
American Century Companies
237
American Century Companies
Missouri
$264K +$46.1K +1,644 +21%
Ameriprise
238
Ameriprise
Minnesota
$262K -$34.6K -1,236 -12%
ASN
239
Advisory Services Network
Georgia
$262K +$812 +29 +0.3%
PFP
240
Pinnacle Financial Partners
Tennessee
$260K – – –
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$256K -$29.1K -1,036 -10%
WIM
242
WealthPlan Investment Management
Nebraska
$248K +$248K +7,632 New
EI
243
Ellevest Inc
New York
$246K -$59.9K -2,131 -20%
CH
244
Canton Hathaway
Rhode Island
$245K – – –
RCAG
245
Rehmann Capital Advisory Group
Michigan
$244K +$5.25K +187 +2%
RIM
246
Redpoint Investment Management
Australia
$240K +$41.9K +1,496 +21%
EGM
247
Engineers Gate Manager
New York
$235K +$235K +8,381 New
WEG
248
World Equity Group
Illinois
$234K – – –
PAM
249
Peak Asset Management
Colorado
$230K – – –
Prudential Financial
250
Prudential Financial
New Jersey
$230K +$25.1K +895 +12%
8 9
10
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