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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.

New
Increased
Maintained
Reduced
Closed
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 %
HI
76
Harbour Investments
Wisconsin
$2.65M +$2.65M +79,237 New
MCC
77
Money Concepts Capital
Florida
$2.56M -$966K -28,428 -27%
AWS
78
Atria Wealth Solutions
New York
$2.53M +$703K +20,990 +39%
BB
79
Bell Bank
North Dakota
$2.42M +$271K +8,111 +13%
KM
80
Kalos Management
Georgia
$2.41M -$8.62M -256,026 -78%
BFG
81
Barber Financial Group
Kansas
$2.39M +$2.39M +71,603 New
NA
82
NewEdge Advisors
Louisiana
$2.37M +$2.37M +70,911 New
WDL
83
Well Done LLC
Michigan
$2.35M -$692K -20,710 -23%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$2.33M +$2.33M +69,727 New
ARG
85
Advisory Resource Group
Oklahoma
$2.25M -$226K -6,766 -9%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$2.13M +$36.7K +1,097 +2%
Amundi
87
Amundi
France
$2.08M +$2.08M +61,052 New
AI
88
Atom Investors
Texas
$2.07M +$1.46M +43,645 +238%
BCM
89
Brookstone Capital Management
Illinois
$2.06M +$2.06M +60,628 New
MIM
90
MetLife Investment Management
New Jersey
$2.05M – – –
SWP
91
Stratos Wealth Partners
Ohio
$1.95M +$501 +15 +0%
OIA
92
OneDigital Investment Advisors
Kansas
$1.94M -$124K -3,712 -6%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$1.91M -$673K -20,150 -26%
Creative Planning
94
Creative Planning
Kansas
$1.9M -$47.7K -1,427 -2%
SWM
95
Spire Wealth Management
Virginia
$1.9M +$1.9M +56,908 New
SAM
96
Securian Asset Management
Minnesota
$1.89M -$895K -26,800 -32%
BCMLT
97
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.88M -$63.2K -1,837 -3%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$1.86M +$1.86M +55,684 New
Citigroup
99
Citigroup
New York
$1.85M +$69.8K +2,089 +4%
AIG
100
American International Group
New York
$1.79M -$105K -3,133 -6%
2 3
4
5 6