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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 %
HI
76
Harbour Investments
Wisconsin
$2.46M 77,381 -1,856 -2%
IAN
77
Integrated Advisors Network
Texas
$2.43M 76,247 -3,825 -5%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$2.42M 76,078 +20,908 +38%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$2.4M 75,448 -229,399 -75%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.22M 69,727 – –
AWS
81
Atria Wealth Solutions
New York
$2.16M 67,629 -1,239 -2%
Bank of America
82
Bank of America
North Carolina
$2.15M 67,621 +20,076 +42%
BFG
83
Barber Financial Group
Kansas
$2.12M 66,464 -1,311 -2%
ARG
84
Advisory Resource Group
Oklahoma
$2.11M 66,220 -965 -1%
MIM
85
MetLife Investment Management
New Jersey
$1.99M 62,464 – –
BCM
86
Brookstone Capital Management
Illinois
$1.94M 60,953 -3,340 -5%
IA
87
IFP Advisors
Florida
$1.91M 68,584 -6,951 -9%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$1.9M 59,755 +2,464 +4%
CA
89
Calton & Associates
Florida
$1.88M 58,951 +27,244 +86%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$1.88M 58,936 +530 +0.9%
EWM
91
Evercore Wealth Management
New York
$1.82M 57,156 -4,900 -8%
Barclays
92
Barclays
United Kingdom
$1.79M 56,242 -3,500 -6%
SWP
93
Stratos Wealth Partners
Ohio
$1.78M 55,780 +1,073 +2%
AIG
94
American International Group
New York
$1.76M 55,428 -202 -0.4%
OPS
95
Orion Portfolio Solutions
Nebraska
$1.73M 54,463 +3,983 +8%
WDL
96
Well Done LLC
Michigan
$1.73M 54,459 -16,010 -23%
Mirae Asset Global Investments
97
Mirae Asset Global Investments
South Korea
$1.73M 54,198 +3,082 +6%
Citigroup
98
Citigroup
New York
$1.72M 53,950 +491 +0.9%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$1.71M 53,842 -7,102 -12%
BB
100
Bell Bank
North Dakota
$1.71M 53,820 +3,958 +8%
2 3
4
5 6