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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 %
SWP
101
Stratos Wealth Partners
Ohio
$1.54M -$101K -3,616 -6%
ESCM
102
Echo Street Capital Management
New York
$1.52M +$1.52M +54,061 New
Citigroup
103
Citigroup
New York
$1.5M -$53.1K -1,894 -3%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$1.43M +$224K +7,991 +19%
OPS
105
Orion Portfolio Solutions
Nebraska
$1.42M +$121K +4,300 +9%
KM
106
Kalos Management
Georgia
$1.4M -$714K -24,142 -34%
BB
107
Bell Bank
North Dakota
$1.4M -$636K -22,685 -31%
SG Americas Securities
108
SG Americas Securities
New York
$1.4M +$459K +16,359 +49%
NA
109
NewEdge Advisors
Louisiana
$1.39M -$604K -21,535 -30%
MA
110
Mutual Advisors
Nebraska
$1.36M +$16.2K +579 +1%
Bank of America
111
Bank of America
North Carolina
$1.33M -$1.08M -38,347 -45%
Norges Bank
112
Norges Bank
Norway
$1.32M +$854K +30,459 +184%
AFP
113
Ausdal Financial Partners
Iowa
$1.31M -$14.2K -507 -1%
BCMLT
114
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.29M -$530K -15,870 -29%
CFG
115
Cooper Financial Group
California
$1.29M +$5.3K +189 +0.4%
PAMS
116
Pictet Asset Management (Switzerland)
Switzerland
$1.28M -$4.91K -175 -0.4%
CWM
117
Curi Wealth Management
North Carolina
$1.28M +$1.27M +45,156 +11,289%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25M -$17K -606 -1%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.24M +$51.1K +1,823 +4%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$1.22M +$1.22M +43,336 New
TC
121
TwinBeech Capital
New York
$1.21M +$1.21M +43,119 New
OWA
122
Outlook Wealth Advisors
Texas
$1.18M +$7.97K +284 +0.7%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$1.18M +$281K +10,025 +31%
AWM
124
Accel Wealth Management
Iowa
$1.14M +$159K +5,346 +16%
BAM
125
Belpointe Asset Management
Nevada
$1.09M -$159K -5,685 -13%
3 4
5
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