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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
1
BlackRock
New York
$283M
2
Charles Schwab
2
Charles Schwab
California
$38.6M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$64.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.71M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$165M

Top Sellers

1
VC
1
Vision Capital
Ontario, Canada
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$152M
3
SSA
3
Schonfeld Strategic Advisors
New York
$937K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$0
5
AAS
5
Ameritas Advisory Services
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
26
B&I Capital
Switzerland
$12.5M -$72.9K -2,600 -0.6%
Citadel Advisors
27
Citadel Advisors
Florida
$9.71M +$9.14M +325,824 +1,590%
AW
28
ACG Wealth
Georgia
$9.24M -$25.5K -909 -0.3%
AWM
29
AE Wealth Management
Kansas
$8.83M -$588K -20,966 -6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$8.55M +$6.95M +247,775 +434%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.32M -$169K -6,027 -2%
Renaissance Technologies
32
Renaissance Technologies
New York
$7.64M -$2.73M -97,400 -26%
Deutsche Bank
33
Deutsche Bank
Germany
$7.63M +$2.49M +88,721 +48%
ML
34
McAdam LLC
Pennsylvania
$7.61M +$290K +10,346 +4%
Swiss National Bank
35
Swiss National Bank
Switzerland
$7.58M +$87K +3,100 +1%
CG
36
Colony Group
Massachusetts
$7.56M -$283K -10,074 -4%
Goldman Sachs
37
Goldman Sachs
New York
$7.26M +$3.54M +126,365 +95%
Stifel Financial
38
Stifel Financial
Missouri
$7.22M +$7.06M +251,553 +4,195%
Mariner
39
Mariner
Kansas
$7.14M +$14K +498 +0.2%
Millennium Management
40
Millennium Management
New York
$6.85M +$1.71M +60,821 +33%
First Trust Advisors
41
First Trust Advisors
Illinois
$6.16M +$997K +35,551 +19%
Invesco
42
Invesco
Georgia
$5.37M +$548K +19,527 +11%
RWB
43
RMR Wealth Builders
New Jersey
$4.99M -$969K -34,427 -16%
GIP
44
Granite Investment Partners
California
$4.97M +$30.4K +1,085 +0.6%
Macquarie Group
45
Macquarie Group
Australia
$4.93M -$1.7M -60,630 -26%
Asset Management One
46
Asset Management One
Japan
$4.84M -$170K -6,063 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.69M +$492K +17,530 +12%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$4.65M +$90.2K +3,216 +2%
FW
49
FirstPurpose Wealth
Utah
$4.34M -$90.7K -3,233 -2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$4.09M +$2.73M +97,279 +200%
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