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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 %
State Board of Administration of Florida Retirement System
351
State Board of Administration of Florida Retirement System
Florida
– -$238K -7,120 Closed
BTWM
352
Baker Tilly Wealth Management
Wisconsin
– -$236K -7,060 Closed
CPO
353
Cerity Partners OCIO
New York
– -$235K -7,032 Closed
LNWTC
354
Laird Norton Wetherby Trust Company
Washington
– -$227K -6,800 Closed
NL
355
NWAM LLC
Washington
– -$232K -6,795 Closed
RWG
356
Ratio Wealth Group
Colorado
– -$224K -6,714 Closed
SCA
357
Snowden Capital Advisors
New York
– -$222K -6,666 Closed
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
– -$223K -6,666 Closed
MWA
359
Monograph Wealth Advisors
California
– -$222K -6,638 Closed
CB
360
Commerce Bank
Missouri
– -$219K -6,550 Closed
X
361
Xponance
Pennsylvania
– -$207K -6,189 Closed
VCA
362
Verdence Capital Advisors
Maryland
– -$204K -6,112 Closed
GHA
363
GW Henssler & Associates
Georgia
– -$201K -6,008 Closed
MIFH
364
Migdal Insurance & Financial Holdings
Israel
– -$86K -2,568 Closed
SWM
365
SeaCrest Wealth Management
New York
– -$81K -2,432 Closed
VVP
366
Venture Visionary Partners
Ohio
– -$75K -2,244 Closed
CA
367
CoreCap Advisors
Michigan
– -$68K -2,025 Closed
S
368
SignatureFD
Georgia
– -$60K -1,800 Closed
GA
369
GoalVest Advisory
New York
– -$61K -1,774 Closed
HWMA
370
Heritage Wealth Management (Arizona)
Arizona
– -$58.6K -1,754 Closed
SOW
371
State of Wyoming
Wyoming
– -$59K -1,752 Closed
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
– -$41K -1,213 Closed
BAM
373
Bellevue Asset Management
Washington
– -$37K -1,093 Closed
CIM
374
Centersquare Investment Management
Pennsylvania
– -$27K -799 Closed
TCWM
375
Total Clarity Wealth Management
Illinois
– -$19K -572 Closed
12 13 14
15
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