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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 %
MOS
251
MGO One Seven
Ohio
$248K -$25.7K -769 -9%
ACG
252
Allen Capital Group
Nebraska
$246K – – –
Prudential Financial
253
Prudential Financial
New Jersey
$244K -$110K -3,300 -31%
FC
254
FORA Capital
Florida
$242K -$216K -6,458 -47%
Fisher Asset Management
255
Fisher Asset Management
Washington
$239K -$1.14M -34,281 -83%
MAM
256
Meeder Asset Management
Ohio
$238K – – –
State Board of Administration of Florida Retirement System
257
State Board of Administration of Florida Retirement System
Florida
$238K +$238K +7,120 New
BTWM
258
Baker Tilly Wealth Management
Wisconsin
$236K – – –
JCA
259
January Capital Advisors
California
$236K – – –
RIM
260
Redpoint Investment Management
Australia
$236K +$236K +7,073 New
CAGAS
261
Capital Advisory Group Advisory Services
Minnesota
$235K – – –
CPO
262
Cerity Partners OCIO
New York
$235K +$1.57K +47 +0.7%
NL
263
NWAM LLC
Washington
$232K -$27.3K -800 -11%
LNWTC
264
Laird Norton Wetherby Trust Company
Washington
$227K – – –
RWG
265
Ratio Wealth Group
Colorado
$224K -$102K -3,048 -31%
FMWA
266
Forvis Mazars Wealth Advisors
Missouri
$223K +$223K +6,666 New
SCA
267
Snowden Capital Advisors
New York
$222K – – –
MWA
268
Monograph Wealth Advisors
California
$222K – – –
IA
269
IFG Advisory
Georgia
$222K +$222K +6,666 New
CB
270
Commerce Bank
Missouri
$219K +$219K +6,550 New
VI
271
Vestcor Inc
New Brunswick, Canada
$219K +$219K +6,551 New
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$207K +$111K +3,322 +116%
X
273
Xponance
Pennsylvania
$207K +$207K +6,189 New
VCA
274
Verdence Capital Advisors
Maryland
$204K – – –
GHA
275
GW Henssler & Associates
Georgia
$201K – – –
9 10
11
12 13