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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.

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 %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$4.05M -$36.6K -1,305 -0.9%
CAM
52
Cresset Asset Management
Illinois
$3.98M -$206K -7,330 -5%
BCM
53
Beck Capital Management
Texas
$3.97M -$260K -9,262 -6%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$3.96M +$163K +5,824 +4%
KAS
55
Kestra Advisory Services
Texas
$3.78M +$480K +17,117 +15%
SO
56
STRS Ohio
Ohio
$3.74M -$433K -15,453 -10%
PI
57
Putnam Investments
Massachusetts
$3.71M +$3.71M +132,139 New
CS
58
Credit Suisse
Switzerland
$3.67M -$40.4K -1,441 -1%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$3.64M -$177K -6,321 -5%
PCIA
60
Prime Capital Investment Advisors
Kansas
$3.6M -$1.21M -43,117 -25%
JWCA
61
J.W. Cole Advisors
Florida
$3.6M -$277K -9,864 -7%
IGWM
62
ICA Group Wealth Management
Colorado
$3.58M -$28.5K -1,015 -0.8%
Nomura Asset Management
63
Nomura Asset Management
Japan
$3.2M +$301K +10,730 +10%
CF
64
Centaurus Financial
California
$3.09M +$164K +5,851 +6%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$3.02M +$2.58M +92,589 +576%
Voloridge Investment Management
66
Voloridge Investment Management
Florida
$2.9M -$1.82M -64,703 -39%
BRWA
67
B. Riley Wealth Advisors
Florida
$2.9M -$156K -5,544 -5%
ODG
68
O'Dell Group
Ohio
$2.83M -$106K -3,775 -4%
AWA
69
Arkadios Wealth Advisors
Georgia
$2.8M -$177K -6,292 -6%
HI
70
Harbour Investments
Wisconsin
$2.65M – – –
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$2.53M +$2.53M +90,035 New
Amundi
72
Amundi
France
$2.44M +$680K +23,596 +39%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$2.44M -$141K -5,042 -5%
MCC
74
Money Concepts Capital
Florida
$2.34M +$220K +7,851 +10%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.33M +$91.7K +3,271 +4%
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