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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 %
KA
301
Kozak & Associates
Colorado
$27K – – –
HCP
302
Hexagon Capital Partners
Arkansas
$27K +$27K +967 New
CA
303
Clearstead Advisors
Ohio
$25K +$25K +881 New
RA
304
Rise Advisors
New York
$24K +$197 +7 +0.8%
SWM
305
Spire Wealth Management
Virginia
$21K -$1.58M -56,160 -99%
FCA
306
FinTrust Capital Advisors
South Carolina
$20K – – –
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
JGIA
308
Jackson Grant Investment Advisers
Connecticut
$20K – – –
TF
309
TimeScale Financial
Massachusetts
$19K – – –
SFA
310
Semmax Financial Advisors
North Carolina
$19K – – –
SAM
311
Strategic Asset Management
Minnesota
$19K +$144 +5 +0.8%
RG
312
Retirement Group
California
$18K – – –
NMG
313
New Millennium Group
Utah
$18K +$137 +5 +0.8%
AA
314
Ancora Advisors
Ohio
$18K +$18K +624 New
AFS
315
Annapolis Financial Services
Maryland
$17K – – –
FPFS
316
First Personal Financial Services
North Carolina
$15K – – –
SCA
317
Stonebridge Capital Advisors
Minnesota
$12K – – –
LS
318
Leelyn Smith
Illinois
$9K – – –
SWA
319
SOA Wealth Advisors
New York
$9K +$9K +332 New
QCG
320
Quadrant Capital Group
Ohio
$8K – – –
CG
321
Cutler Group
California
$6K – – –
AWM
322
Abound Wealth Management
Tennessee
$5.54K +$5.54K +198 New
HNB
323
Huntington National Bank
Ohio
$5K – – –
TWA
324
TCI Wealth Advisors
Arizona
$5K +$1.14K +43 +29%
BIA
325
Bell Investment Advisors
California
$4K -$2.7K -87 -40%
11 12
13
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