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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.

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 %
FW
51
FirstPurpose Wealth
Utah
$5.27M +$5.27M +157,793 New
BCM
52
Beck Capital Management
Texas
$5.04M -$1.59M -47,712 -24%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$5M -$224K -6,712 -4%
SO
54
STRS Ohio
Ohio
$4.97M +$12.5K +375 +0.3%
CAM
55
Cresset Asset Management
Illinois
$4.95M -$655K -19,692 -12%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$4.86M +$2.67M +80,021 +122%
Two Sigma Investments
57
Two Sigma Investments
New York
$4.78M -$2.25M -67,200 -32%
JWCA
58
J.W. Cole Advisors
Florida
$4.61M -$1.16M -34,695 -20%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$4.54M -$48.9K -1,464 -1%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$4.52M +$4.52M +135,211 New
Goldman Sachs
61
Goldman Sachs
New York
$4.43M +$2.72M +81,260 +158%
CS
62
Credit Suisse
Switzerland
$4.42M +$3.68M +110,186 +500%
IGWM
63
ICA Group Wealth Management
Colorado
$4.41M -$71.7K -2,095 -2%
KAS
64
Kestra Advisory Services
Texas
$3.93M +$313K +9,377 +9%
BRWA
65
B. Riley Wealth Advisors
Florida
$3.63M -$370K -11,074 -9%
AWA
66
Arkadios Wealth Advisors
Georgia
$3.54M -$2.54M -75,912 -42%
ODG
67
O'Dell Group
Ohio
$3.49M -$261K -7,803 -7%
CF
68
Centaurus Financial
California
$3.49M -$858K -25,672 -20%
Nomura Asset Management
69
Nomura Asset Management
Japan
$3.45M +$196K +5,860 +6%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$3.07M +$3.07M +91,945 New
MLA
71
My Legacy Advisors
Oregon
$3M -$123K -3,579 -4%
LCM
72
LDR Capital Management
New York
$2.89M -$346K -10,355 -11%
Bank of America
73
Bank of America
North Carolina
$2.87M +$693K +20,727 +32%
IAN
74
Integrated Advisors Network
Texas
$2.72M -$116K -3,466 -4%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.67M -$50.1K -1,498 -2%
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3
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