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Phillips Edison & Co
PECO

Overview Fund Activity

299 hedge funds and large institutions have $2.36B invested in Phillips Edison & Co in 2022 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 57 increasing their positions, 13 reducing their positions, and 16 closing their positions.

Holders
299
Holders Change
+205
Holders Change %
+218.09%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
223
Increased
57
Reduced
13
Closed
16
Calls
$6.38M
Puts
$1.51M
Net Calls
+$4.87M
Net Calls Change
+$4.87M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$361M
2
BlackRock
2
BlackRock
New York
$251M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$266M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$152M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$67.5M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$364K
2
GC
2
Gillson Capital
Illinois
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.17M
4
BIC
4
B&I Capital
Switzerland
$19.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
ARG
76
Advisory Resource Group
Oklahoma
$2.54M 73,951 -8,411 -10%
JF
77
Jump Financial
Illinois
$2.51M 72,900 +72,900 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$2.26M 65,567 +38,797 +145%
Bank of America
79
Bank of America
North Carolina
$2.24M 65,165 +17,853 +38%
BB
80
Bell Bank
North Dakota
$2.22M 64,436 +64,436 New
Deutsche Bank
81
Deutsche Bank
Germany
$2.17M 62,999 -273,670 -81%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$2.16M 62,706 +62,706 New
OIA
83
OneDigital Investment Advisors
Kansas
$2.13M 61,884 +61,884 New
MIM
84
MetLife Investment Management
New Jersey
$2.11M 61,410 +54,105 +741%
Creative Planning
85
Creative Planning
Kansas
$2.01M 58,322 +58,322 New
SWP
86
Stratos Wealth Partners
Ohio
$2.01M 58,308 +58,308 New
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$1.99M 57,814 +57,814 New
AIG
88
American International Group
New York
$1.95M 56,660 +46,699 +469%
FC
89
Full18 Capital
Connecticut
$1.94M 57,098 +34,134 +149%
BCMLT
90
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.94M 56,382 +56,382 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$1.93M 56,097 +56,097 New
AWS
92
Atria Wealth Solutions
New York
$1.88M 54,447 +54,447 New
Citigroup
93
Citigroup
New York
$1.83M 53,264 +3,775 +8%
Goldman Sachs
94
Goldman Sachs
New York
$1.76M 51,294 -161,101 -76%
IA
95
IFP Advisors
Florida
$1.7M 61,271 +61,271 New
AFP
96
Ausdal Financial Partners
Iowa
$1.69M 49,185 +49,185 New
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$1.65M 48,030 +39,987 +497%
APA
98
American Portfolios Advisors
New York
$1.6M 46,433 +46,433 New
Swiss National Bank
99
Swiss National Bank
Switzerland
$1.6M 46,400 +3,300 +8%
MA
100
Mutual Advisors
Nebraska
$1.58M 45,810 +45,810 New
2 3
4
5 6