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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 %
RDIA
251
RE Dickinson Investment Advisors
Iowa
$227K – – –
CHP
252
Cable Hill Partners
Oregon
$225K -$4.16K -148 -2%
PFA
253
Plotkin Financial Advisors
Maryland
$223K -$50.2K -1,789 -18%
AAS
254
Avantax Advisory Services
Texas
$223K -$22.3K -795 -9%
IA
255
IFG Advisory
Georgia
$221K +$34.5K +1,234 +19%
CAGAS
256
Capital Advisory Group Advisory Services
Minnesota
$217K +$9.63K +343 +5%
Allspring Global Investments
257
Allspring Global Investments
North Carolina
$217K +$217K +7,756 New
DTL
258
Dynamic Technology Lab
Singapore
$210K +$210K +7,490 New
ACG
259
Allen Capital Group
Nebraska
$207K – – –
Cerity Partners
260
Cerity Partners
New York
$207K +$207K +7,392 New
William Blair & Company
261
William Blair & Company
Illinois
$206K -$50.1K -1,787 -20%
SC
262
Savant Capital
Illinois
$205K +$205K +7,291 New
MML Investors Services
263
MML Investors Services
Massachusetts
$202K -$34K -1,211 -14%
Fisher Asset Management
264
Fisher Asset Management
Washington
$201K – – –
PRC
265
Pearl River Capital
Michigan
$201K +$201K +7,152 New
Wells Fargo
266
Wells Fargo
California
$196K -$75.8K -2,705 -28%
VanEck Associates
267
VanEck Associates
New York
$189K -$101K -3,619 -35%
TRCT
268
Tower Research Capital (TRC)
New York
$188K +$67.4K +2,411 +56%
GWSG
269
GPS Wealth Strategies Group
Colorado
$163K +$1.32K +47 +0.8%
LFG
270
Larson Financial Group
Missouri
$162K -$131K -4,693 -45%
GI
271
Gradient Investments
Minnesota
$146K +$31.9K +1,133 +28%
WWM
272
Wagner Wealth Management
South Carolina
$131K +$131K +4,666 New
HWA
273
HHM Wealth Advisors
Tennessee
$127K – – –
MAM
274
Meeder Asset Management
Ohio
$115K -$84.4K -3,013 -42%
DWP
275
Destiny Wealth Partners
Florida
$112K – – –
9 10
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