PECO icon

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 %
AA
326
AlphaMark Advisors
Kentucky
$4K – – –
APC
327
Aspire Private Capital
North Carolina
$3K – – –
JMF
328
Johnson Midwest Financial
Iowa
$575 -$42 -1,502 -7%
FHC
329
First Heartland Consultants
Missouri
$255 +$37 +1,325 +17%
VC
330
Vision Capital
Ontario, Canada
– -$15M -447,773 Closed
Jacobs Levy Equity Management
331
Jacobs Levy Equity Management
New Jersey
– -$6.17M -184,576 Closed
AAS
332
Ameritas Advisory Services
Nebraska
– -$5.54M -165,887 Closed
Two Sigma Investments
333
Two Sigma Investments
New York
– -$4.78M -143,100 Closed
SAM
334
Securian Asset Management
Minnesota
– -$1.89M -56,700 Closed
GCM
335
Ghisallo Capital Management
Massachusetts
– -$1.42M -42,500 Closed
JCIA
336
Jackson Creek Investment Advisors
Colorado
– -$1.09M -31,979 Closed
CSS
337
Cubist Systematic Strategies
Connecticut
– -$823K -24,640 Closed
ARC
338
Advisor Resource Council
Texas
– -$610K -18,269 Closed
AWA
339
Arete Wealth Advisors
Illinois
– -$543K -16,267 Closed
D.E. Shaw & Co
340
D.E. Shaw & Co
New York
– -$443K -13,249 Closed
CIAS
341
Capital Investment Advisory Services
North Carolina
– -$392K -11,730 Closed
BFAG
342
Blackston Financial Advisory Group
Florida
– -$378K -11,079 Closed
RFM
343
Royal Fund Management
Florida
– -$369K -11,051 Closed
GWMIA
344
Global Wealth Management Investment Advisory
Florida
– -$341K -10,195 Closed
Two Sigma Advisers
345
Two Sigma Advisers
New York
– -$337K -10,100 Closed
Franklin Resources
346
Franklin Resources
California
– -$287K -8,600 Closed
F
347
F3Logic
Minnesota
– -$273K -8,160 Closed
PI
348
PEAK6 Investments
Illinois
– -$258K -7,730 Closed
MOS
349
MGO One Seven
Ohio
– -$248K -7,421 Closed
FC
350
FORA Capital
Florida
– -$242K -7,244 Closed
12 13
14
15 16