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Phillips Edison & Co
PECO

Overview Fund Activity

341 hedge funds and large institutions have $2.74B invested in Phillips Edison & Co in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+42
Holders Change %
+14.05%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
85
Increased
91
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.38M
Net Calls
+$21.6M
Net Calls Change
+$16.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$560M
2
State Street
2
State Street
Massachusetts
$150M
3
BlackRock
3
BlackRock
New York
$316M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$301M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$187M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$27K
2
Millennium Management
2
Millennium Management
New York
$6.13M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.14M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
26
B&I Capital
Switzerland
$14.9M -$3.65M -109,380 -20%
LPL Financial
27
LPL Financial
California
$13.9M +$13.9M +415,682 New
Renaissance Technologies
28
Renaissance Technologies
New York
$12.3M +$6.98M +208,900 +130%
AWM
29
AE Wealth Management
Kansas
$11.2M +$11.2M +335,892 New
AW
30
ACG Wealth
Georgia
$11M +$1.68M +50,293 +18%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$10.1M +$459K +13,741 +5%
SSA
32
Schonfeld Strategic Advisors
New York
$9.58M +$6.92M +207,038 +259%
CG
33
Colony Group
Massachusetts
$9.34M -$132K -3,946 -1%
Swiss National Bank
34
Swiss National Bank
Switzerland
$8.92M +$7.37M +220,600 +475%
ML
35
McAdam LLC
Pennsylvania
$8.72M -$1.13M -33,768 -11%
Mariner
36
Mariner
Kansas
$8.49M -$227K -6,798 -3%
Macquarie Group
37
Macquarie Group
Australia
$7.9M +$1.29M +38,644 +20%
RWB
38
RMR Wealth Builders
New Jersey
$7.1M -$269K -8,043 -4%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$6.17M +$5.58M +167,090 +956%
First Trust Advisors
40
First Trust Advisors
Illinois
$6.15M +$511K +15,305 +9%
Millennium Management
41
Millennium Management
New York
$6.13M -$44.3M -1,326,576 -88%
Deutsche Bank
42
Deutsche Bank
Germany
$6.13M +$4.02M +120,370 +191%
Asset Management One
43
Asset Management One
Japan
$5.97M -$643K -19,258 -10%
GIP
44
Granite Investment Partners
California
$5.88M +$338K +10,120 +6%
Invesco
45
Invesco
Georgia
$5.75M +$2.78M +83,226 +94%
PCIA
46
Prime Capital Investment Advisors
Kansas
$5.73M +$5.73M +171,588 New
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$5.61M -$10.5M -312,890 -65%
AAS
48
Ameritas Advisory Services
Nebraska
$5.54M -$137K -4,090 -2%
GWM
49
Geneos Wealth Management
Colorado
$5.48M -$120K -3,517 -2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$5.43M +$4M +119,716 +279%
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