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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GI
276
Gradient Investments
Minnesota
$165K 5,189 – –
LFG
277
Larson Financial Group
Missouri
$152K 4,789 -996 -17%
US Bancorp
278
US Bancorp
Minnesota
$148K 4,642 +3,642 +364%
DWP
279
Destiny Wealth Partners
Florida
$138K 4,339 +333 +8%
Wells Fargo
280
Wells Fargo
California
$137K 4,295 -2,695 -39%
AF
281
Allworth Financial
California
$120K 3,762 – –
HWA
282
HHM Wealth Advisors
Tennessee
$116K 3,655 -877 -19%
LIA
283
Luken Investment Analytics
Tennessee
$105K 3,294 +3,294 New
HFM
284
Harvest Fund Management
China
$100K 3,139 – –
SWM
285
Sanctuary Wealth Management
Idaho
$97.7K 3,070 +3,070 New
BCMIO
286
Beacon Capital Management Inc (Ohio)
Ohio
$96K 3,015 – –
Lazard Asset Management
287
Lazard Asset Management
New York
$86K 2,717 – –
WT
288
Whittier Trust
California
$79.6K 2,500 – –
MIFH
289
Migdal Insurance & Financial Holdings
Israel
$69K 2,159 +2,159 New
NFSG
290
Newbridge Financial Services Group
Florida
$64.6K 2,030 -996 -33%
NA
291
NewEdge Advisors
Louisiana
$59.9K 50,576 +1,200 +2%
SPIA
292
Steward Partners Investment Advisory
New York
$57.8K 1,815 – –
TCM
293
Tradewinds Capital Management
Washington
$56.6K 1,777 +777 +78%
CTC
294
Central Trust Company
Missouri
$55.1K 1,730 – –
CFD
295
Creative Financial Designs
Indiana
$52.7K 1,655 +9 +0.5%
FIM
296
FWL Investment Management
Texas
$50.7K 1,591 +1,591 New
AF
297
Advisornet Financial
Minnesota
$50.3K 1,580 – –
RWPA
298
Richard W. Paul & Associates
Michigan
$49.7K 1,562 +1,562 New
EWA
299
EverSource Wealth Advisors
Alabama
$43.3K 1,360 – –
PWMG
300
Prestige Wealth Management Group
New Jersey
$42.6K 1,333 – –
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