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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 %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$1.78M +$1.78M +43,125 New
IA
102
IFP Advisors
Florida
$1.7M – – –
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$1.7M +$91.9K +2,750 +6%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$1.62M -$308K -9,223 -16%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$1.62M +$313K +9,372 +24%
MA
106
Mutual Advisors
Nebraska
$1.6M +$66.5K +1,990 +4%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$1.59M -$285K -8,537 -15%
AFP
108
Ausdal Financial Partners
Iowa
$1.57M -$70.3K -2,105 -4%
OPS
109
Orion Portfolio Solutions
Nebraska
$1.54M +$1.08M +32,325 +233%
CFG
110
Cooper Financial Group
California
$1.53M +$1.53M +45,880 New
PAMS
111
Pictet Asset Management (Switzerland)
Switzerland
$1.53M +$1.53M +45,787 New
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.5M +$62.5K +1,871 +4%
BAM
113
Belpointe Asset Management
Nevada
$1.48M -$3.14K -94 -0.2%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$1.42M +$1.42M +42,547 New
GCM
115
Ghisallo Capital Management
Massachusetts
$1.42M -$1.42M -42,500 -50%
OWA
116
Outlook Wealth Advisors
Texas
$1.4M – – –
APA
117
American Portfolios Advisors
New York
$1.3M -$250K -7,478 -16%
UBS Group
118
UBS Group
Switzerland
$1.27M +$1.03M +30,872 +441%
RJA
119
Raymond James & Associates
Florida
$1.15M +$243K +7,264 +27%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$1.14M -$19.5M -582,541 -94%
UCFA
121
United Capital Financial Advisors
Texas
$1.14M -$167K -5,011 -13%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$1.14M +$1.14M +33,983 New
AWM
123
Accel Wealth Management
Iowa
$1.13M +$306K +8,946 +37%
SG Americas Securities
124
SG Americas Securities
New York
$1.12M +$797K +23,849 +249%
VIA
125
Vident Investment Advisory
Georgia
$1.11M +$100 +3 +0%
3 4
5
6 7