PECO icon

Phillips Edison & Co
PECO

Overview Fund Activity

398 hedge funds and large institutions have $6.07B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
–
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
141
Reduced
126
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.57M
Net Calls Change
-$1.29M

Top Buyers

1
BlackRock
BlackRock
New York
$829M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$65.1M
3
Goldman Sachs
Goldman Sachs
New York
$51.8M
4
ECM
ExodusPoint Capital Management
New York
$18.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$113M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$0
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.23B
3
SSA
Schonfeld Strategic Advisors
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$39.2M
5
Macquarie Group
Macquarie Group
Australia
$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
226
Fox Run Management
Connecticut
$482K +$482K +12,874 New
CCG
227
Catalina Capital Group
California
$477K +$6.48K +173 +1%
M&T Bank
228
M&T Bank
New York
$473K +$65K +1,736 +16%
BPA
229
Beacon Pointe Advisors
California
$470K – – –
FW
230
Fairway Wealth
Ohio
$456K – – –
WEG
231
World Equity Group
Illinois
$445K +$222K +5,936 +100%
SIS
232
Sound Income Strategies
Florida
$436K -$26.8K -716 -6%
CWM
233
CIBC World Markets
New York
$430K +$430K +11,491 New
HR
234
Hardy Reed
Mississippi
$430K – – –
CB
235
Cadence Bank
Mississippi
$430K – – –
KA
236
Kovack Advisors
Florida
$429K -$6.37K -170 -1%
AIFS
237
A&I Financial Services
Colorado
$412K +$412K +10,986 New
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$408K +$158K +4,228 +63%
SAG
239
SageView Advisory Group
California
$407K +$407K +10,876 New
CCMG
240
Clark Capital Management Group
Pennsylvania
$406K – – –
VCM
241
Vivaldi Capital Management
Illinois
$402K – – –
SFG
242
Stonebridge Financial Group
Pennsylvania
$402K +$402K +10,731 New
HT
243
Headlands Technologies
Illinois
$396K +$396K +10,573 New
IAA
244
Independent Advisor Alliance
North Carolina
$388K +$2.4K +64 +0.6%
AQR Capital Management
245
AQR Capital Management
Connecticut
$384K +$98.6K +2,632 +35%
CFGS
246
Concourse Financial Group Securities
Alabama
$379K -$11.3K -316 -3%
BTWM
247
Brass Tax Wealth Management
Ohio
$375K – – –
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$365K – – –
AOG
249
Alpha Omega Group
Virginia
$363K – – –
BCM
250
Beck Capital Management
Texas
$359K -$44.5K -1,188 -11%
8 9
10
11 12