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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.

New
Increased
Maintained
Reduced
Closed
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 %
IAIM
176
International Assets Investment Management
Florida
$544K +$544K +17,094 New
MW
177
Marcum Wealth
Ohio
$531K – – –
CA
178
Continuum Advisory
Idaho
$524K – – –
Truist Financial
179
Truist Financial
North Carolina
$517K -$131K -4,123 -20%
JFG
180
Jefferies Financial Group
New York
$516K +$516K +16,213 New
DCM
181
Dupont Capital Management
Delaware
$497K -$42K -1,320 -8%
AFAS
182
Acorn Financial Advisory Services
Virginia
$492K – – –
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$482K – – –
FMWA
184
Forvis Mazars Wealth Advisors
Missouri
$481K +$481K +15,109 New
ProShare Advisors
185
ProShare Advisors
Maryland
$480K +$68.8K +2,162 +17%
Russell Investments Group
186
Russell Investments Group
United Kingdom
$471K – – –
State of Wisconsin Investment Board
187
State of Wisconsin Investment Board
Wisconsin
$463K -$213K -6,685 -31%
Jane Street
188
Jane Street
New York
$463K +$87.6K +2,752 +23%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$461K +$39.4K +1,238 +9%
SMG
190
Smart Money Group
Texas
$455K +$4.1K +129 +0.9%
Principal Financial Group
191
Principal Financial Group
Iowa
$448K -$90K -2,827 -17%
FCM
192
FJ Capital Management
Virginia
$446K -$286K -8,996 -39%
RFS
193
Retirement Financial Solutions
Tennessee
$430K +$430K +13,493 New
CB
194
Cadence Bank
Mississippi
$426K – – –
JPMPWA
195
J.P. Morgan Private Wealth Advisors
California
$422K – – –
G
196
GenTrust
Florida
$419K – – –
DFG
197
Demars Financial Group
Washington
$417K +$417K +13,090 New
LWAC
198
Laurel Wealth Advisors (California)
California
$406K -$4.81K -151 -1%
BHWM
199
Beaird Harris Wealth Management
Texas
$397K – – –
AOG
200
Alpha Omega Group
Virginia
$395K +$52K +1,632 +15%
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8
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