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Phillips Edison & Co
PECO

Overview Fund Activity

363 hedge funds and large institutions have $3.37B invested in Phillips Edison & Co in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+17
Holders Change %
+4.91%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
106
Reduced
126
Closed
29
Calls
$6.18M
Puts
$725K
Net Calls
+$5.45M
Net Calls Change
-$754K

Top Buyers

1
BlackRock
BlackRock
New York
$725M
2
State Street
State Street
Massachusetts
$225M
3
Macquarie Group
Macquarie Group
Australia
$57M
4
Vanguard Group
Vanguard Group
Pennsylvania
$633M
5
Principal Financial Group
Principal Financial Group
Iowa
$22.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$174M
3
ACM
AEW Capital Management
Massachusetts
$0
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
301
HHM Wealth Advisors
Tennessee
$125K – – –
PA
302
PSI Advisors
Florida
$122K +$122K +3,588 New
SWM
303
Sanctuary Wealth Management
Idaho
$105K +$105K +3,070 New
BCMIO
304
Beacon Capital Management Inc (Ohio)
Ohio
$103K – – –
Lazard Asset Management
305
Lazard Asset Management
New York
$92K – – –
GRP
306
Global Retirement Partners
California
$87.7K – – –
WT
307
Whittier Trust
California
$85.2K – – –
CH
308
Canton Hathaway
Rhode Island
$85K – – –
TRCT
309
Tower Research Capital (TRC)
New York
$77.9K -$34.1K -1,001 -30%
MIFH
310
Migdal Insurance & Financial Holdings
Israel
$71K -$63.2K -1,853 -47%
SIC
311
Salem Investment Counselors
North Carolina
$63.2K +$63.2K +1,850 New
SPIA
312
Steward Partners Investment Advisory
New York
$61.9K – – –
CTC
313
Central Trust Company
Missouri
$59K – – –
AF
314
Advisornet Financial
Minnesota
$53.8K – – –
RWPA
315
Richard W. Paul & Associates
Michigan
$53.2K – – –
HFM
316
Harvest Fund Management
China
$53K -$53.2K -1,572 -50%
VWM
317
Venturi Wealth Management
Texas
$50.2K – – –
EWA
318
EverSource Wealth Advisors
Alabama
$46.3K – – –
BTI
319
Blue Trust Inc
Georgia
$46K +$21.6K +666 +88%
PWMG
320
Prestige Wealth Management Group
New Jersey
$45.6K – – –
RDFA
321
Ritter Daniher Financial Advisory
Ohio
$45.4K – – –
IA
322
IFP Advisors
Florida
$44.9K -$2.97K -87 -6%
ST
323
Smithfield Trust
Pennsylvania
$43K – – –
HIA
324
Harbor Investment Advisory
Maryland
$42.8K +$42.8K +1,257 New
BWS
325
Buck Wealth Strategies
Colorado
$41.7K – – –
11 12
13
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