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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 %
RWB
51
RMR Wealth Builders
New Jersey
$4.49M 140,553 -36,871 -21%
GIP
52
Granite Investment Partners
California
$4.37M 137,399 -39,591 -22%
CAM
53
Cresset Asset Management
Illinois
$4.37M 136,793 -4,628 -3%
CS
54
Credit Suisse
Switzerland
$4.35M 136,658 +5,867 +4%
PI
55
Putnam Investments
Massachusetts
$4.23M 132,943 +804 +0.6%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$4.16M 130,546 -10,489 -7%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$4.07M 127,694 -1,981 -2%
Voloridge Investment Management
58
Voloridge Investment Management
Florida
$4.02M 126,350 +23,010 +22%
Nomura Asset Management
59
Nomura Asset Management
Japan
$3.79M 119,060 +5,070 +4%
KAS
60
Kestra Advisory Services
Texas
$3.7M 116,062 -18,726 -14%
MCC
61
Money Concepts Capital
Florida
$3.6M 113,112 +29,830 +36%
Amundi
62
Amundi
France
$3.58M 108,874 +24,226 +29%
JWCA
63
J.W. Cole Advisors
Florida
$3.54M 111,200 -16,985 -13%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$3.23M 101,483 +31,879 +46%
BRWA
65
B. Riley Wealth Advisors
Florida
$3.22M 100,887 -2,347 -2%
ODG
66
O'Dell Group
Ohio
$3.1M 97,211 -3,521 -3%
CF
67
Centaurus Financial
California
$2.96M 93,038 -17,263 -16%
Stifel Financial
68
Stifel Financial
Missouri
$2.93M 91,974 -165,576 -64%
BCM
69
Beck Capital Management
Texas
$2.88M 90,496 -51,010 -36%
AWA
70
Arkadios Wealth Advisors
Georgia
$2.85M 89,360 -10,268 -10%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$2.76M 86,605 +3,461 +4%
MLA
72
My Legacy Advisors
Oregon
$2.72M 80,584 -1,702 -2%
LCM
73
LDR Capital Management
New York
$2.58M 80,931 +277 +0.3%
WHG
74
Westwood Holdings Group
Texas
$2.55M 80,000 +80,000 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2.48M 77,912 -8,991 -10%
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