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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 %
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$241K -$49.6K -1,559 -17%
RCAG
252
Rehmann Capital Advisory Group
Michigan
$240K -$36.4K -1,143 -13%
SC
253
Savant Capital
Illinois
$232K +$25.2K +887 +12%
X
254
Xponance
Pennsylvania
$231K +$231K +7,260 New
WIM
255
WealthPlan Investment Management
Nebraska
$230K -$31.4K -916 -12%
WP
256
WealthPLAN Partners
Nebraska
$230K +$230K +6,716 New
William Blair & Company
257
William Blair & Company
Illinois
$229K -$4.46K -140 -2%
MML Investors Services
258
MML Investors Services
Massachusetts
$229K +$223 +7 +0.1%
Fisher Asset Management
259
Fisher Asset Management
Washington
$228K – – –
BTWM
260
Baker Tilly Wealth Management
Wisconsin
$226K +$226K +7,103 New
SG
261
StoneX Group
New York
$225K +$225K +7,046 New
BOSSRA
262
B.O.S.S. Retirement Advisors
Utah
$218K +$218K +6,858 New
LNWTC
263
Laird Norton Wetherby Trust Company
Washington
$217K +$217K +6,800 New
GBS
264
Gallagher Benefit Services
Illinois
$217K +$217K +6,800 New
F
265
F3Logic
Minnesota
$217K +$217K +6,800 New
GIA
266
Gladstone Institutional Advisory
Florida
$215K +$215K +6,756 New
MWA
267
Monograph Wealth Advisors
California
$212K +$212K +6,638 New
QT
268
Quantamental Technologies
New York
$210K +$210K +6,608 New
MOS
269
MGO One Seven
Ohio
$210K +$210K +6,605 New
CPO
270
Cerity Partners OCIO
New York
$210K +$210K +6,590 New
OLVIG
271
Oliver Lagore Vanvalin Investment Group
Michigan
$210K -$120K -3,773 -36%
PIA
272
Pinion Investment Advisors
Kansas
$206K +$206K +6,457 New
GA
273
GoalVest Advisory
New York
$206K +$206K +6,457 New
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$200K +$94.2K +2,960 +89%
ASN
275
Advisory Services Network
Georgia
$186K -$112K -3,510 -38%
9 10
11
12 13