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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 %
First Trust Advisors
26
First Trust Advisors
Illinois
$11.3M 355,629 +135,939 +62%
Citadel Advisors
27
Citadel Advisors
Florida
$10.5M 330,358 -15,952 -5%
LPL Financial
28
LPL Financial
California
$10.4M 327,370 -129,801 -28%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$10.4M 326,319 +315,509 +2,919%
AWM
30
AE Wealth Management
Kansas
$10.3M 324,777 +9,851 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.99M 282,288 -14,220 -5%
Swiss National Bank
32
Swiss National Bank
Switzerland
$8.97M 281,800 +11,700 +4%
Deutsche Bank
33
Deutsche Bank
Germany
$8.93M 280,310 +8,220 +3%
PCIA
34
Prime Capital Investment Advisors
Kansas
$8.71M 273,580 +145,109 +113%
Renaissance Technologies
35
Renaissance Technologies
New York
$8.41M 264,000 -8,200 -3%
CG
36
Colony Group
Massachusetts
$8.04M 252,568 -16,823 -6%
FFA
37
First Foundation Advisors
California
$7.89M 247,722 -1,012,441 -80%
AAS
38
Ameritas Advisory Services
Nebraska
$7.79M 244,769 +244,769 New
Mariner
39
Mariner
Kansas
$7.72M 242,314 -12,236 -5%
BIC
40
B&I Capital
Switzerland
$7.62M 239,265 -205,250 -46%
Invesco
41
Invesco
Georgia
$6.96M 218,683 +27,189 +14%
Asset Management One
42
Asset Management One
Japan
$5.88M 183,589 +11,054 +6%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$5.64M 177,165 +9,846 +6%
Macquarie Group
44
Macquarie Group
Australia
$5.59M 176,885 +1,210 +0.7%
FW
45
FirstPurpose Wealth
Utah
$4.82M 151,487 -3,073 -2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$4.72M 148,316 +4,033 +3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$4.66M 146,369 +499 +0.3%
SO
48
STRS Ohio
Ohio
$4.56M 143,290 +9,908 +7%
Goldman Sachs
49
Goldman Sachs
New York
$4.53M 142,387 -116,532 -45%
Norges Bank
50
Norges Bank
Norway
$4.52M 142,004 +94,966 +202%
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