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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 %
AQR Capital Management
126
AQR Capital Management
Connecticut
$1.1M +$1.1M +32,865 New
JCIA
127
Jackson Creek Investment Advisors
Colorado
$1.09M -$89.1K -2,616 -8%
ICG
128
InterOcean Capital Group
Tennessee
$1.08M +$1.08M +32,405 New
FCM
129
FJ Capital Management
Virginia
$1.08M -$270K -7,996 -20%
CAAS
130
Capital Asset Advisory Services
Michigan
$1.07M -$7.34K -219 -0.7%
MYAM
131
Meiji Yasuda Asset Management
Japan
$1.07M +$418K +12,520 +64%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$1.07M +$456K +13,655 +75%
Daiwa Securities Group
133
Daiwa Securities Group
Japan
$1.06M -$62.4K -1,867 -6%
FPGK
134
Financial Partners Group (Kansas)
Kansas
$1.06M – – –
EWM
135
EPG Wealth Management
Georgia
$1.03M +$17.5K +524 +2%
ASRS
136
Arizona State Retirement System
Arizona
$1.03M +$1.03M +30,731 New
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$1.02M +$1.02M +30,142 New
MHS
138
M Holdings Securities
Oregon
$1.01M -$93.1K -2,787 -8%
DekaBank Deutsche Girozentrale
139
DekaBank Deutsche Girozentrale
Germany
$1M +$1M +29,719 New
IWC
140
Integrated Wealth Concepts
Massachusetts
$953K +$953K +28,512 New
FIA
141
Foundations Investment Advisors
Arizona
$949K +$949K +27,905 New
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$943K +$943K +28,221 New
Squarepoint
143
Squarepoint
New York
$919K +$919K +27,492 New
KA
144
Kovack Advisors
Florida
$916K -$62.7K -1,875 -6%
CAL
145
Capital Analysts LLC
Pennsylvania
$906K +$170K +5,101 +23%
EE
146
EWG Elevate
California
$845K -$19.1K -571 -2%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$844K +$844K +25,255 New
CSS
148
Cubist Systematic Strategies
Connecticut
$823K -$1.94M -58,007 -70%
SIA
149
Soltis Investment Advisors
Utah
$809K -$295K -8,839 -27%
CA
150
Calton & Associates
Florida
$763K +$40.9K +1,225 +6%
4 5
6
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