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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 %
AF
276
Allworth Financial
California
$106K – – –
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$93K -$79.7K -2,855 -46%
HFM
278
Harvest Fund Management
China
$88K +$88K +3,139 New
BCMIO
279
Beacon Capital Management Inc (Ohio)
Ohio
$85K – – –
NFSG
280
Newbridge Financial Services Group
Florida
$85K +$56 +2 +0.1%
HR
281
Howe & Rusling
New York
$84K -$9.55K -341 -10%
Lazard Asset Management
282
Lazard Asset Management
New York
$76K – – –
WT
283
Whittier Trust
California
$70K – – –
SPIA
284
Steward Partners Investment Advisory
New York
$51K -$53.6K -1,907 -51%
CTC
285
Central Trust Company
Missouri
$49K – – –
CFD
286
Creative Financial Designs
Indiana
$46K +$25.9K +927 +129%
AF
287
Advisornet Financial
Minnesota
$44K – – –
EWA
288
EverSource Wealth Advisors
Alabama
$38K -$17K -609 -31%
CAM
289
Chandler Asset Management
California
$38K – – –
PWMG
290
Prestige Wealth Management Group
New Jersey
$38K – – –
RDFA
291
Ritter Daniher Financial Advisory
Ohio
$37K – – –
AWM
292
Avior Wealth Management
Nebraska
$36K -$35.5K -1,277 -50%
ST
293
Smithfield Trust
Pennsylvania
$35K +$35K +1,249 New
HGERS
294
Householder Group Estate & Retirement Specialist
Arizona
$35K +$35K +1,263 New
PB
295
Pinnacle Bancorp
Nebraska
$31K +$31K +1,111 New
C
296
Covestor
United Kingdom
$29K +$28.7K +1,020 +8,500%
US Bancorp
297
US Bancorp
Minnesota
$28K – – –
TCM
298
Tradewinds Capital Management
Washington
$28K – – –
JFGIW
299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K +$28K +997 New
M1FG
300
Mach-1 Financial Group
Arkansas
$27K -$4.07K -150 -13%
10 11
12
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