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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 %
WP
101
WealthPLAN Partners
Nebraska
$1.54M 45,339 +12,569 +38%
WIM
102
WealthPlan Investment Management
Nebraska
$1.54M 45,339 +45,339 New
BAM
103
Belpointe Asset Management
Nevada
$1.53M 44,481 +44,481 New
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48M 43,148 +31,472 +270%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$1.47M 42,850 +12,200 +40%
MA
106
MCF Advisors
Kentucky
$1.46M 42,546 +42,546 New
OWA
107
Outlook Wealth Advisors
Texas
$1.44M 41,766 +41,766 New
Fisher Asset Management
108
Fisher Asset Management
Washington
$1.43M 41,442 +41,442 New
FCM
109
FJ Capital Management
Virginia
$1.38M 39,996 +13,996 +54%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$1.35M 39,196 +31,659 +420%
UCFA
111
United Capital Financial Advisors
Texas
$1.34M 38,971 +38,971 New
Wells Fargo
112
Wells Fargo
California
$1.27M 36,942 +17,747 +92%
MAM
113
Martingale Asset Management
Massachusetts
$1.22M 35,318 +13,695 +63%
BPA
114
Beacon Pointe Advisors
California
$1.2M 35,002 +35,002 New
JCIA
115
Jackson Creek Investment Advisors
Colorado
$1.19M 34,595 +34,595 New
Daiwa Securities Group
116
Daiwa Securities Group
Japan
$1.16M 33,695 +27,966 +488%
VIA
117
Vident Investment Advisory
Georgia
$1.15M 33,282 +33,282 New
MHS
118
M Holdings Securities
Oregon
$1.14M 33,096 +33,096 New
SIA
119
Soltis Investment Advisors
Utah
$1.14M 33,046 +33,046 New
CAAS
120
Capital Asset Advisory Services
Michigan
$1.11M 32,226 +32,226 New
FPGK
121
Financial Partners Group (Kansas)
Kansas
$1.09M 31,652 – –
EWM
122
EPG Wealth Management
Georgia
$1.04M 30,293 +30,293 New
KA
123
Kovack Advisors
Florida
$1.01M 29,281 +29,281 New
PRC
124
Pearl River Capital
Michigan
$961K 27,955 +27,955 New
CCM
125
Covington Capital Management
California
$945K 27,467 +27,467 New
3 4
5
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