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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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$544M 17,097,620 +196,422 +1%
BlackRock
2
BlackRock
New York
$355M 11,138,855 +1,051,350 +10%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$294M 9,238,506 +228,375 +3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$188M 5,907,063 +18,477 +0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$181M 5,698,872 +283,519 +5%
State Street
6
State Street
Massachusetts
$148M 4,643,739 +108,451 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$77.2M 2,425,308 +71,744 +3%
Charles Schwab
8
Charles Schwab
California
$45.3M 1,421,972 +44,756 +3%
Northern Trust
9
Northern Trust
Illinois
$43M 1,349,863 +14,783 +1%
CIM
10
Centersquare Investment Management
Pennsylvania
$32.5M 1,019,292 +1,019,292 New
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$31.2M 979,810 -1,325,180 -57%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$29M 911,487 +22 +0%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$23.7M 743,609 -22,805 -3%
Millennium Management
14
Millennium Management
New York
$23M 721,599 +477,250 +195%
Morgan Stanley
15
Morgan Stanley
New York
$22.9M 717,997 -389,142 -35%
CA
16
Cetera Advisors
Colorado
$22.8M 717,374 -92,070 -11%
Osaic Holdings
17
Osaic Holdings
Arizona
$22.5M 706,052 +8,652 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$22.5M 705,282 +31,469 +5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$20M 628,294 +6,680 +1%
UBS AM
20
UBS AM
Illinois
$19.5M 611,865 +83,202 +16%
Holocene Advisors
21
Holocene Advisors
New York
$18.8M 588,925 -7,032 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.2M 572,896 +53,179 +10%
AllianceBernstein
23
AllianceBernstein
Tennessee
$18M 564,028 +66,505 +13%
CAN
24
Cetera Advisor Networks
California
$16.1M 504,187 -42,665 -8%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$15.8M 497,036 -35,893 -7%
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