PECO icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
MLA
76
My Legacy Advisors
Oregon
$2.33M -$144K -5,091 -6%
AI
77
Atom Investors
Texas
$2.29M +$553K +19,732 +32%
LCM
78
LDR Capital Management
New York
$2.26M -$167K -5,953 -7%
IAN
79
Integrated Advisors Network
Texas
$2.25M -$33.1K -1,180 -1%
FM
80
Forward Management
California
$2.24M +$2.24M +80,000 New
IA
81
IFP Advisors
Florida
$2.1M +$396K +14,264 +23%
WDL
82
Well Done LLC
Michigan
$1.98M – – –
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$1.96M – – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.95M +$999K +35,606 +105%
AWS
85
Atria Wealth Solutions
New York
$1.94M -$185K -6,569 -9%
BFG
86
Barber Financial Group
Kansas
$1.9M -$107K -3,828 -5%
ARG
87
Advisory Resource Group
Oklahoma
$1.89M – – –
BCM
88
Brookstone Capital Management
Illinois
$1.84M +$105K +3,665 +6%
UBS Group
89
UBS Group
Switzerland
$1.83M +$769K +27,416 +72%
MIM
90
MetLife Investment Management
New Jersey
$1.75M +$29.6K +1,054 +2%
EWM
91
Evercore Wealth Management
New York
$1.74M +$1.43M +51,056 +464%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$1.71M -$80.2K -2,859 -4%
Barclays
93
Barclays
United Kingdom
$1.68M +$1.1M +39,299 +192%
Simplex Trading
94
Simplex Trading
Illinois
$1.65M +$1.65M +58,701 New
OIA
95
OneDigital Investment Advisors
Kansas
$1.64M +$11.2K +400 +0.7%
SOADOR
96
State of Alaska Department of Revenue
Alaska
$1.64M +$76.3K +2,722 +5%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$1.61M +$183K +6,511 +13%
AIG
98
American International Group
New York
$1.56M +$59K +2,103 +4%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$1.55M +$1.55M +55,170 New
Creative Planning
100
Creative Planning
Kansas
$1.54M -$58K -2,066 -4%
2 3
4
5 6