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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 Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
151
DekaBank Deutsche Girozentrale
Germany
$791K -$116K -3,657 -13%
IGWM
152
ICA Group Wealth Management
Colorado
$767K -$3.3M -103,695 -81%
SPC
153
Sigma Planning Corp
Michigan
$766K +$106K +3,316 +16%
SIA
154
Soltis Investment Advisors
Utah
$760K -$10.4K -327 -1%
ECM
155
ExodusPoint Capital Management
New York
$744K +$340K +10,662 +84%
AR
156
Apeiron RIA
Texas
$716K -$197K -6,202 -22%
CP
157
Castleview Partners
Texas
$702K +$1.15K +36 +0.2%
IWM
158
IHT Wealth Management
Illinois
$700K -$1.18K -37 -0.2%
American Century Companies
159
American Century Companies
Missouri
$687K +$387K +12,157 +129%
TC
160
TownSquare Capital
Utah
$682K +$202K +6,331 +42%
HighTower Advisors
161
HighTower Advisors
Illinois
$669K -$43K -1,353 -6%
SG Americas Securities
162
SG Americas Securities
New York
$666K -$921K -28,898 -58%
Aberdeen Group
163
Aberdeen Group
United Kingdom
$666K -$184K -5,771 -22%
VRS
164
Virginia Retirement Systems
Virginia
$656K -$35K -1,100 -5%
PI
165
PEAK6 Investments
Illinois
$655K +$655K +20,559 New
JMF
166
Johnson Midwest Financial
Iowa
$653K – – –
VDI
167
Vaughan David Investments
Illinois
$633K – – –
FA
168
Fiduciary Alliance
South Carolina
$631K +$631K +19,816 New
AB
169
Amalgamated Bank
New York
$614K +$10K +314 +2%
SFG
170
StrategIQ Financial Group
Indiana
$596K +$92.8K +2,914 +18%
FIA
171
Foundations Investment Advisors
Arizona
$595K -$90.1K -2,831 -13%
AQR Capital Management
172
AQR Capital Management
Connecticut
$591K +$100K +3,155 +20%
HI
173
Hendershot Investments
Virginia
$562K – – –
SMDAM
174
Sumitomo Mitsui DS Asset Management
Japan
$553K +$67.2K +2,110 +14%
MWM
175
Mission Wealth Management
California
$546K – – –
5 6
7
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