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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 %
TCM
276
Tradewinds Capital Management
Washington
$34K 1,000 +1,000 New
KA
277
Kozak & Associates
Colorado
$31K 924 – –
RA
278
Rise Advisors
New York
$29K 838 +838 New
Lazard Asset Management
279
Lazard Asset Management
New York
$28K 842 – –
LAS
280
Lloyd Advisory Services
Georgia
$26K 762 +762 New
JGIA
281
Jackson Grant Investment Advisers
Connecticut
$25K 716 +716 New
CFD
282
Creative Financial Designs
Indiana
$25K 719 +719 New
RFWA
283
RPg Family Wealth Advisory
Massachusetts
$24K 696 +696 New
TF
284
TimeScale Financial
Massachusetts
$23K 666 +666 New
FCA
285
FinTrust Capital Advisors
South Carolina
$23K 680 +680 New
SFA
286
Semmax Financial Advisors
North Carolina
$22K 628 +628 New
RG
287
Retirement Group
California
$22K 647 +647 New
SAM
288
Strategic Asset Management
Minnesota
$22K 651 +651 New
AFS
289
Annapolis Financial Services
Maryland
$20K 591 +591 New
FPFS
290
First Personal Financial Services
North Carolina
$18K 522 +522 New
LPWM
291
Lake Point Wealth Management
Texas
$17K 506 +506 New
SCA
292
Stonebridge Capital Advisors
Minnesota
$15K 445 +445 New
CWM
293
Curi Wealth Management
North Carolina
$13K 399 +399 New
QCG
294
Quadrant Capital Group
Ohio
$9K 274 +274 New
Macquarie Group
295
Macquarie Group
Australia
$6.8K 197,661 +197,661 New
CI
296
Cordant Inc
Oregon
$6K 181 +181 New
HNB
297
Huntington National Bank
Ohio
$6K 183 +183 New
MIFH
298
Migdal Insurance & Financial Holdings
Israel
$5K 139 -1,474 -91%
AA
299
AlphaMark Advisors
Kentucky
$5K 154 +154 New
GC
300
Gillson Capital
Illinois
– – -299,114 Closed
9 10 11
12
13