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Phillips Edison & Co
PECO

Overview Fund Activity

363 hedge funds and large institutions have $3.57B invested in Phillips Edison & Co in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-16
Holders Change %
-4.22%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
119
Reduced
132
Closed
44
Calls
$3.76M
Puts
$49K
Net Calls
+$3.71M
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$42M
2
American Century Companies
2
American Century Companies
Missouri
$22.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$694M
4
State Street
4
State Street
Massachusetts
$256M
5
GA
5
GRS Advisors
Illinois
$37.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$113M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$271M
5
AWM
5
AE Wealth Management
Kansas
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
226
Vivaldi Capital Management
Illinois
$355K -$4.21K -128 -1%
FHC
227
First Heartland Consultants
Missouri
$353K – – –
AOG
228
Alpha Omega Group
Virginia
$347K – – –
OAC
229
OMERS Administration Corp
Ontario, Canada
$344K +$344K +9,600 New
RCM
230
Raleigh Capital Management
North Carolina
$339K -$83.3K -2,323 -20%
AGC
231
Aspen Grove Capital
Colorado
$333K +$333K +9,276 New
PFP
232
Pinnacle Financial Partners
Tennessee
$332K – – –
EI
233
Ellevest Inc
New York
$331K +$4.16K +116 +1%
Lido Advisors
234
Lido Advisors
California
$327K +$27.4K +763 +9%
FFA
235
Farther Finance Advisors
California
$321K +$320K +9,129 +24,024%
SC
236
Savant Capital
Illinois
$314K +$287 +8 +0.1%
MFG
237
Midwest Financial Group
Kansas
$313K -$35.8K -1,000 -10%
Voloridge Investment Management
238
Voloridge Investment Management
Florida
$312K -$2.7M -75,191 -90%
NS
239
NBC Securities
Alabama
$311K -$36K -1,003 -10%
Verition Fund Management
240
Verition Fund Management
Connecticut
$307K +$307K +8,555 New
KA
241
Kure Advisory
Minnesota
$307K -$2.51K -70 -0.8%
AA
242
AlphaMark Advisors
Kentucky
$305K +$299K +8,347 +5,420%
MGP
243
Metis Global Partners
California
$305K +$305K +8,495 New
Corient Private Wealth
244
Corient Private Wealth
Florida
$304K -$18.5K -517 -6%
PAI
245
Pittenger & Anderson Inc
Nebraska
$300K – – –
DAS
246
Diversify Advisory Services
Utah
$296K +$296K +8,430 New
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$295K -$9.86K -275 -3%
PAM
248
Peak Asset Management
Colorado
$295K – – –
LA
249
LexAurum Advisors
Kansas
$286K +$717 +20 +0.3%
NFSG
250
Newbridge Financial Services Group
Florida
$279K +$58.3K +1,625 +26%
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