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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 %
CP
251
Castleview Partners
Texas
$343K -$56.6K -1,500 -14%
MML Investors Services
252
MML Investors Services
Massachusetts
$337K +$2.53K +67 +0.8%
SC
253
Savant Capital
Illinois
$336K -$18.7K -497 -5%
NFSG
254
Newbridge Financial Services Group
Florida
$334K +$67.7K +1,795 +25%
MFG
255
Midwest Financial Group
Kansas
$326K -$2.82K -75 -0.9%
NS
256
NBC Securities
Alabama
$326K – – –
KA
257
Kure Advisory
Minnesota
$323K +$226 +6 +0.1%
CC
258
Centiva Capital
New York
$318K +$318K +8,442 New
PAI
259
Pittenger & Anderson Inc
Nebraska
$316K – – –
Mackenzie Financial
260
Mackenzie Financial
Ontario, Canada
$316K +$30.2K +802 +11%
PAM
261
Peak Asset Management
Colorado
$310K – – –
AFP
262
Ausdal Financial Partners
Iowa
$309K -$13.4K -354 -4%
FIA
263
Foundations Investment Advisors
Arizona
$307K +$307K +8,151 New
X
264
Xponance
Pennsylvania
$303K +$9.43K +250 +3%
PAG
265
Private Advisor Group
New Jersey
$302K +$18.4K +487 +6%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$293K -$2.26K -60 -0.8%
MCA
267
MSH Capital Advisors
Arizona
$289K -$11.1K -294 -4%
AQR Capital Management
268
AQR Capital Management
Connecticut
$287K -$32.4K -860 -10%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$286K +$38 +1 +0%
SA
270
Sanctuary Advisors
Indiana
$286K +$7.16K +182 +3%
Corient Private Wealth
271
Corient Private Wealth
Florida
$280K +$31.7K +840 +13%
AWM
272
Accurate Wealth Management
Florida
$279K – – –
PFA
273
Plotkin Financial Advisors
Maryland
$275K – – –
AA
274
Advisory Alpha
Michigan
$274K -$6.64K -176 -2%
RA
275
RFG Advisory
Alabama
$266K – – –
9 10
11
12 13