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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 %
OIA
101
OneDigital Investment Advisors
Kansas
$1.66M 52,147 -6,425 -11%
Creative Planning
102
Creative Planning
Kansas
$1.65M 51,931 -2,898 -5%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$1.61M 50,597 -58,063 -53%
UBS Group
104
UBS Group
Switzerland
$1.59M 49,859 -15,435 -24%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$1.58M 49,562 +49,562 New
PAMS
106
Pictet Asset Management (Switzerland)
Switzerland
$1.55M 48,625 +3,013 +7%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48M 46,453 +2,040 +5%
MA
108
Mutual Advisors
Nebraska
$1.48M 46,414 -1,965 -4%
CFG
109
Cooper Financial Group
California
$1.47M 46,029 -40 -0.1%
KM
110
Kalos Management
Georgia
$1.46M 45,940 -1,361 -3%
Victory Capital Management
111
Victory Capital Management
Texas
$1.43M 44,965 +22,262 +98%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$1.41M 44,370 – –
AFP
113
Ausdal Financial Partners
Iowa
$1.39M 43,666 -2,907 -6%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$1.39M 43,627 +1,690 +4%
AI
115
Atom Investors
Texas
$1.38M 43,438 -38,277 -47%
OWA
116
Outlook Wealth Advisors
Texas
$1.34M 42,050 – –
CWM
117
Curi Wealth Management
North Carolina
$1.32M 41,553 -4,003 -9%
ERSOT
118
Employees Retirement System of Texas
Texas
$1.31M 41,000 +41,000 New
AWM
119
Accel Wealth Management
Iowa
$1.27M 40,031 +1,578 +4%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$1.27M 39,743 +4,578 +13%
BAM
121
Belpointe Asset Management
Nevada
$1.26M 39,461 +759 +2%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$1.22M 38,392 – –
Ameriprise
123
Ameriprise
Minnesota
$1.22M 38,199 +28,841 +308%
GWM
124
Geneos Wealth Management
Colorado
$1.2M 37,612 +10 +0%
SWM
125
Spire Wealth Management
Virginia
$1.14M 35,645 +34,897 +4,665%
3 4
5
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