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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 %
T. Rowe Price Associates
151
T. Rowe Price Associates
Maryland
$628K 18,257 +18,257 New
AR
152
Apeiron RIA
Texas
$627K 18,169 +18,169 New
OLVIG
153
Oliver Lagore Vanvalin Investment Group
Michigan
$623K 18,104 +18,104 New
CCP
154
Carmel Capital Partners
California
$615K 17,877 +17,877 New
HI
155
Hendershot Investments
Virginia
$607K 17,655 +17,655 New
Jacobs Levy Equity Management
156
Jacobs Levy Equity Management
New Jersey
$601K 17,486 +17,486 New
AFAS
157
Acorn Financial Advisory Services
Virginia
$598K 17,376 +17,376 New
MWM
158
Mission Wealth Management
California
$590K 17,153 +17,153 New
RCM
159
Raleigh Capital Management
North Carolina
$589K 17,140 +17,140 New
Man Group
160
Man Group
United Kingdom
$571K 16,612 +16,612 New
Norges Bank
161
Norges Bank
Norway
$570K 16,579 – –
CA
162
Continuum Advisory
Idaho
$564K 16,647 +16,647 New
LWAC
163
Laurel Wealth Advisors (California)
California
$559K 16,262 +16,262 New
JPMPWA
164
J.P. Morgan Private Wealth Advisors
California
$558K 16,222 +16,222 New
UBS AM
165
UBS AM
Illinois
$550K 16,000 +9,600 +150%
RIA
166
Regal Investment Advisors
Michigan
$533K 15,498 +15,498 New
FCA
167
FLC Capital Advisors
California
$531K 15,430 +15,430 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$528K 15,379 +15,379 New
AB
169
Amalgamated Bank
New York
$499K 14,497 +14,497 New
AF
170
Amalgamated Financial
New York
$499K 14,497 +14,497 New
Legal & General Group
171
Legal & General Group
United Kingdom
$493K 14,354 +7,975 +125%
TC
172
TownSquare Capital
Utah
$489K 14,233 +14,233 New
RCAG
173
Rehmann Capital Advisory Group
Michigan
$484K 14,078 +14,078 New
AOG
174
Alpha Omega Group
Virginia
$484K 14,065 +14,065 New
AWM
175
Accurate Wealth Management
Florida
$481K 13,987 +13,987 New
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7
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