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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 %
AFS
326
Annapolis Financial Services
Maryland
$18.8K 591 – –
TF
327
TimeScale Financial
Massachusetts
$18.7K 666 – –
FPFS
328
First Personal Financial Services
North Carolina
$16.6K 522 – –
TWD
329
True Wealth Design
Ohio
$15.9K 500 +500 New
SCA
330
Stonebridge Capital Advisors
Minnesota
$14.2K 445 – –
LS
331
Leelyn Smith
Illinois
$10.6K 333 – –
SWA
332
SOA Wealth Advisors
New York
$10.6K 332 – –
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$9K 290 +290 New
CT
334
Colonial Trust
South Carolina
$7.96K 250 +250 New
Group One Trading
335
Group One Trading
Illinois
$7.74K 243 -27,388 -99%
AWM
336
Abound Wealth Management
Tennessee
$6.35K 200 +2 +1%
AA
337
AlphaMark Advisors
Kentucky
$5K 154 – –
HNB
338
Huntington National Bank
Ohio
$4.46K 140 -43 -23%
APC
339
Aspire Private Capital
North Carolina
$3.88K 122 – –
S
340
SignatureFD
Georgia
$1.24K 39 +39 New
MYAM
341
Meiji Yasuda Asset Management
Japan
$1.05K 33,048 – –
Dimensional Fund Advisors
342
Dimensional Fund Advisors
Texas
$776 24,366 -2,513 -9%
BIA
343
Bell Investment Advisors
California
$541 17 -112 -87%
ML
344
McAdam LLC
Pennsylvania
– – -271,413 Closed
FM
345
Forward Management
California
– – -80,000 Closed
Simplex Trading
346
Simplex Trading
Illinois
– – -58,701 Closed
ESCM
347
Echo Street Capital Management
New York
– – -54,061 Closed
BNP Paribas Financial Markets
348
BNP Paribas Financial Markets
France
– – -43,336 Closed
TC
349
TwinBeech Capital
New York
– – -43,119 Closed
SW
350
Simplicity Wealth
New Jersey
– – -37,882 Closed
12 13
14
15 16