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Phillips Edison & Co
PECO

Overview Fund Activity

343 hedge funds and large institutions have $2.67B invested in Phillips Edison & Co in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 104 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+13
Holders Change %
+3.94%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
51
Increased
104
Reduced
119
Closed
33
Calls
$6.39M
Puts
$178K
Net Calls
+$6.21M
Net Calls Change
+$21.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$355M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$32.5M
3
Millennium Management
3
Millennium Management
New York
$23M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$10.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$181M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$31.2M
2
FFA
2
First Foundation Advisors
California
$7.89M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.9M
4
ML
4
McAdam LLC
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
226
Clark Capital Management Group
Pennsylvania
$333K – – –
AIM
227
Aigen Investment Management
New York
$332K -$153K -4,791 -31%
RIA
228
Regal Investment Advisors
Michigan
$331K -$74.4K -2,337 -18%
M&T Bank
229
M&T Bank
New York
$319K – – –
FP
230
Foundry Partners
Minnesota
$317K -$7.32K -230 -2%
AWM
231
Axxcess Wealth Management
California
$309K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$308K -$119K -3,724 -28%
FHC
233
First Heartland Consultants
Missouri
$301K +$11.1K +350 +4%
PFP
234
Pinnacle Financial Partners
Tennessee
$295K – – –
GWMIA
235
Global Wealth Management Investment Advisory
Florida
$290K +$290K +9,122 New
EI
236
Ellevest Inc
New York
$282K +$3.03K +95 +1%
CHP
237
Cable Hill Partners
Oregon
$273K +$18.4K +579 +7%
Prudential Financial
238
Prudential Financial
New Jersey
$268K +$6.53K +205 +2%
PAI
239
Pittenger & Anderson Inc
Nebraska
$267K +$267K +8,372 New
AWM
240
Accurate Wealth Management
Florida
$266K -$109K -3,449 -29%
CH
241
Canton Hathaway
Rhode Island
$262K -$15.9K -501 -6%
PAM
242
Peak Asset Management
Colorado
$262K – – –
LIP
243
Lighthouse Investment Partners
Florida
$249K +$249K +7,830 New
RDIA
244
RE Dickinson Investment Advisors
Iowa
$248K -$10.2K -319 -4%
AAS
245
Avantax Advisory Services
Texas
$245K -$7.74K -243 -3%
VI
246
Vestcor Inc
New Brunswick, Canada
$244K -$858K -26,945 -78%
PFA
247
Plotkin Financial Advisors
Maryland
$243K -$10.1K -318 -4%
Allspring Global Investments
248
Allspring Global Investments
North Carolina
$242K -$5.29K -166 -2%
CCM
249
Coldstream Capital Management
Washington
$241K +$241K +7,570 New
WEG
250
World Equity Group
Illinois
$241K -$24.5K -771 -9%
8 9
10
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