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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 %
LA
251
LexAurum Advisors
Kansas
$262K +$687 +21 +0.3%
MCA
252
MSH Capital Advisors
Arizona
$260K +$54.9K +1,679 +27%
Lazard Asset Management
253
Lazard Asset Management
New York
$260K +$160K +4,902 +159%
ASN
254
Advisory Services Network
Georgia
$260K +$65.4K +2,000 +34%
Verition Fund Management
255
Verition Fund Management
Connecticut
$256K -$23.8K -728 -9%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$256K -$13.4K -411 -5%
X
257
Xponance
Pennsylvania
$255K +$15.2K +465 +6%
AWM
258
Accurate Wealth Management
Florida
$255K – – –
Lido Advisors
259
Lido Advisors
California
$248K -$49.8K -1,517 -17%
RCAG
260
Rehmann Capital Advisory Group
Michigan
$248K – – –
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
$248K +$589 +18 +0.2%
BWP
262
Barlow Wealth Partners
Kentucky
$247K +$2.25K +66 +0.9%
PAG
263
Private Advisor Group
New Jersey
$246K +$246K +7,522 New
Voloridge Investment Management
264
Voloridge Investment Management
Florida
$245K -$39.4K -1,203 -14%
AA
265
Advisory Alpha
Michigan
$244K -$94.8K -2,897 -28%
PFA
266
Plotkin Financial Advisors
Maryland
$239K – – –
William Blair & Company
267
William Blair & Company
Illinois
$236K – – –
IWC
268
Integrated Wealth Concepts
Massachusetts
$233K +$491 +15 +0.2%
SA
269
Sanctuary Advisors
Indiana
$231K +$231K +7,089 New
NFSG
270
Newbridge Financial Services Group
Florida
$231K -$23.7K -726 -9%
RA
271
RFG Advisory
Alabama
$230K -$9.81K -300 -4%
GWMIA
272
Global Wealth Management Investment Advisory
Florida
$229K – – –
US Bancorp
273
US Bancorp
Minnesota
$221K +$818 +25 +0.4%
KB
274
Kimelman & Baird
New York
$220K +$220K +6,725 New
BAM
275
Belpointe Asset Management
Nevada
$219K – – –
9 10
11
12 13