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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 %
SOS
351
Silver Oak Securities
Tennessee
– – -28,770 Closed
IWC
352
Integrated Wealth Concepts
Massachusetts
– – -28,512 Closed
GCP
353
GSA Capital Partners
United Kingdom
– – -28,181 Closed
WWM
354
Wolff Wiese Magana
California
– – -17,067 Closed
Squarepoint
355
Squarepoint
New York
– – -16,328 Closed
APP
356
Avantax Planning Partners
Iowa
– – -15,731 Closed
AFM
357
Anson Funds Management
Texas
– – -15,000 Closed
GAB
358
German American Bancorp
Indiana
– – -11,118 Closed
FWM
359
Foresight Wealth Management
Utah
– – -10,977 Closed
CAN
360
Claraphi Advisory Network
United States
– – -9,676 Closed
IAA
361
Independent Advisor Alliance
North Carolina
– – -9,478 Closed
EGM
362
Engineers Gate Manager
New York
– – -8,381 Closed
IA
363
IFG Advisory
Georgia
– – -7,900 Closed
CAGAS
364
Capital Advisory Group Advisory Services
Minnesota
– – -7,730 Closed
DTL
365
Dynamic Technology Lab
Singapore
– – -7,490 Closed
ACG
366
Allen Capital Group
Nebraska
– – -7,375 Closed
PRC
367
Pearl River Capital
Michigan
– – -7,152 Closed
GWSG
368
GPS Wealth Strategies Group
Colorado
– – -5,825 Closed
WWM
369
Wagner Wealth Management
South Carolina
– – -4,666 Closed
MAM
370
Meeder Asset Management
Ohio
– – -4,103 Closed
HR
371
Howe & Rusling
New York
– – -3,000 Closed
CAM
372
Chandler Asset Management
California
– – -1,347 Closed
M1FG
373
Mach-1 Financial Group
Arkansas
– – -995 Closed
NMG
374
New Millennium Group
Utah
– – -658 Closed
CG
375
Cutler Group
California
– – -217 Closed
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