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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 %
LFG
251
Larson Financial Group
Missouri
$129K 3,752 +3,752 New
NFSG
252
Newbridge Financial Services Group
Florida
$125K 3,632 +3,632 New
EWA
253
EverSource Wealth Advisors
Alabama
$125K 3,635 +3,635 New
AWM
254
Avior Wealth Management
Nebraska
$122K 3,562 +3,562 New
AF
255
Advisornet Financial
Minnesota
$115K 3,357 +3,357 New
SPIA
256
Steward Partners Investment Advisory
New York
$108K 3,145 +165 +6%
APC
257
Aspire Private Capital
North Carolina
$108K 3,148 +3,148 New
BCMIO
258
Beacon Capital Management Inc (Ohio)
Ohio
$104K 3,015 +3,015 New
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$99K 2,866 +2,866 New
SOW
260
State of Wyoming
Wyoming
$86K 2,505 +1,477 +144%
HR
261
Howe & Rusling
New York
$81K 2,341 +2,341 New
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$78K 2,261 +2,261 New
Simplex Trading
263
Simplex Trading
Illinois
$78K 2,274 +2,274 New
AssetMark Inc
264
AssetMark Inc
California
$68K 1,973 +1,973 New
S
265
SignatureFD
Georgia
$62K 1,800 +1,800 New
HWMA
266
Heritage Wealth Management (Arizona)
Arizona
$60K 1,754 +1,754 New
CTC
267
Central Trust Company
Missouri
$59K 1,730 +1,730 New
TRCT
268
Tower Research Capital (TRC)
New York
$52K 1,514 +857 +130%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$48K 1,382 +1,382 New
CAM
270
Chandler Asset Management
California
$46.3K 1,347 +1,347 New
RDFA
271
Ritter Daniher Financial Advisory
Ohio
$46K 1,331 +1,331 New
PWMG
272
Prestige Wealth Management Group
New Jersey
$46K 1,333 +1,333 New
M1FG
273
Mach-1 Financial Group
Arkansas
$44K 1,285 +1,285 New
BAM
274
Bellevue Asset Management
Washington
$38K 1,093 +1,093 New
US Bancorp
275
US Bancorp
Minnesota
$34K 1,000 – –
9 10
11
12 13