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Phillips Edison & Co
PECO

Overview Fund Activity

398 hedge funds and large institutions have $3.7B invested in Phillips Edison & Co in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+26
Holders Change %
+6.99%
% of All Funds
5.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
57
Increased
114
Reduced
144
Closed
28
Calls
$2.9M
Puts
$41K
Net Calls
+$2.85M
Net Calls Change
+$378K

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$42.8M
2
UBS AM
2
UBS AM
Illinois
$28.9M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$55.6M
4
ACM
4
AEW Capital Management
Massachusetts
$16.1M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$17M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.48M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
American Century Companies
3
American Century Companies
Missouri
$1.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$278M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
226
Cornercap Investment Counsel
Georgia
$453K -$423K -11,227 -48%
EGM
227
Engineers Gate Manager
New York
$450K +$450K +11,929 New
KA
228
Kovack Advisors
Florida
$438K -$110K -2,905 -20%
BCM
229
Bayesian Capital Management
New York
$437K +$437K +11,600 New
CB
230
Cadence Bank
Mississippi
$433K -$49.6K -1,314 -10%
IP
231
Ignite Planners
California
$433K -$68.4K -1,815 -14%
HR
232
Hardy Reed
Mississippi
$433K – – –
PL
233
Perpetual Ltd
Australia
$418K +$418K +11,080 New
CFGS
234
Concourse Financial Group Securities
Alabama
$411K – – –
M&T Bank
235
M&T Bank
New York
$410K +$11.6K +307 +3%
CCMG
236
Clark Capital Management Group
Pennsylvania
$409K – – –
VCM
237
Vivaldi Capital Management
Illinois
$407K – – –
BCM
238
Beck Capital Management
Texas
$406K +$406K +10,767 New
FHC
239
First Heartland Consultants
Missouri
$402K +$44.1K +1,170 +12%
PI
240
PEAK6 Investments
Illinois
$398K +$398K +10,557 New
IAA
241
Independent Advisor Alliance
North Carolina
$389K -$88.5K -2,346 -19%
GWMIA
242
Global Wealth Management Investment Advisory
Florida
$379K +$114K +3,026 +43%
BTWM
243
Brass Tax Wealth Management
Ohio
$378K +$378K +10,012 New
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$376K +$357K +9,477 +1,895%
SF
245
Synovus Financial
Georgia
$376K +$376K +9,960 New
AOG
246
Alpha Omega Group
Virginia
$365K – – –
RCM
247
Raleigh Capital Management
North Carolina
$363K +$3.05K +81 +0.8%
AGC
248
Aspen Grove Capital
Colorado
$350K – – –
PFP
249
Pinnacle Financial Partners
Tennessee
$349K – – –
EI
250
Ellevest Inc
New York
$349K +$1.4K +37 +0.4%
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10
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