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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 %
RWG
201
Ratio Wealth Group
Colorado
$336K 9,762 +9,762 New
AWM
202
Axxcess Wealth Management
California
$333K 9,697 +9,697 New
SG Americas Securities
203
SG Americas Securities
New York
$330K 9,596 -3,069 -24%
FHC
204
First Heartland Consultants
Missouri
$328K 9,556 +9,556 New
William Blair & Company
205
William Blair & Company
Illinois
$327K 9,508 +9,508 New
CH
206
Canton Hathaway
Rhode Island
$321K 9,335 +9,335 New
Allspring Global Investments
207
Allspring Global Investments
North Carolina
$315K 9,182 -3,382 -27%
AAS
208
Avantax Advisory Services
Texas
$313K 9,149 +9,149 New
LA
209
LexAurum Advisors
Kansas
$308K 8,968 +8,968 New
TSS
210
Two Sigma Securities
New York
$307K 8,930 +8,930 New
SFG
211
StrategIQ Financial Group
Indiana
$303K 8,798 +8,798 New
MML Investors Services
212
MML Investors Services
Massachusetts
$287K 8,359 +8,359 New
MOS
213
MGO One Seven
Ohio
$282K 8,190 +8,190 New
PAM
214
Peak Asset Management
Colorado
$282K 8,214 +8,214 New
ASN
215
Advisory Services Network
Georgia
$281K 8,170 +8,170 New
RDIA
216
RE Dickinson Investment Advisors
Iowa
$279K 8,100 +8,100 New
BB
217
Busey Bank
Illinois
$275K 7,988 +7,988 New
CHP
218
Cable Hill Partners
Oregon
$275K 8,005 +8,005 New
CCM
219
Coldstream Capital Management
Washington
$272K 7,920 +7,920 New
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$271K 7,867 +7,867 New
HWA
221
HHM Wealth Advisors
Tennessee
$264K 7,669 +7,669 New
NL
222
NWAM LLC
Washington
$261K 7,595 +7,595 New
GWMIA
223
Global Wealth Management Investment Advisory
Florida
$261K 7,603 +7,603 New
ACG
224
Allen Capital Group
Nebraska
$254K 7,375 +7,375 New
CAGAS
225
Capital Advisory Group Advisory Services
Minnesota
$254K 7,387 +7,387 New
7 8
9
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