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Phillips Edison & Co
PECO

Overview Fund Activity

372 hedge funds and large institutions have $3.18B invested in Phillips Edison & Co in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
+9
Holders Change %
+2.48%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
48
Increased
113
Reduced
140
Closed
31
Calls
$2.49M
Puts
$16K
Net Calls
+$2.48M
Net Calls Change
-$1.23M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$51M
2
DPIM
2
Duff & Phelps Investment Management
Illinois
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$13.2M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$34.4M
2
GA
2
GRS Advisors
Illinois
$0
3
UBS AM
3
UBS AM
Illinois
$4.93M
4
Holocene Advisors
4
Holocene Advisors
New York
$2.23M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
226
Hardy Reed
Mississippi
$376K +$376K +11,489 New
ARG
227
Advisory Resource Group
Oklahoma
$359K -$83.4K -2,549 -19%
CFGS
228
Concourse Financial Group Securities
Alabama
$357K – – –
CCMG
229
Clark Capital Management Group
Pennsylvania
$355K +$355K +10,850 New
VCM
230
Vivaldi Capital Management
Illinois
$353K – – –
CP
231
Castleview Partners
Texas
$346K -$149K -4,563 -30%
M&T Bank
232
M&T Bank
New York
$346K -$4.19K -128 -1%
PFP
233
Pinnacle Financial Partners
Tennessee
$332K – – –
MGP
234
Metis Global Partners
California
$318K +$40.1K +1,225 +14%
AOG
235
Alpha Omega Group
Virginia
$317K – – –
RWM
236
Revisor Wealth Management
Ohio
$315K -$311K -9,501 -50%
RCM
237
Raleigh Capital Management
North Carolina
$312K +$2.72K +83 +0.9%
SC
238
Savant Capital
Illinois
$308K +$21.2K +647 +7%
AGC
239
Aspen Grove Capital
Colorado
$304K -$820 -25 -0.3%
EI
240
Ellevest Inc
New York
$302K -$360 -11 -0.1%
MML Investors Services
241
MML Investors Services
Massachusetts
$290K +$69.6K +2,130 +32%
MFG
242
Midwest Financial Group
Kansas
$286K – – –
PD
243
Point72 (DIFC)
United Arab Emirates
$285K +$285K +8,709 New
NS
244
NBC Securities
Alabama
$283K – – –
KA
245
Kure Advisory
Minnesota
$280K – – –
AFP
246
Ausdal Financial Partners
Iowa
$280K -$45.7K -1,398 -14%
AQR Capital Management
247
AQR Capital Management
Connecticut
$277K -$175K -5,339 -39%
SSA
248
Schonfeld Strategic Advisors
New York
$275K +$275K +8,400 New
PAI
249
Pittenger & Anderson Inc
Nebraska
$274K – – –
PAM
250
Peak Asset Management
Colorado
$269K – – –
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10
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