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Phillips Edison & Co
PECO

Overview Fund Activity

363 hedge funds and large institutions have $3.57B invested in Phillips Edison & Co in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-16
Holders Change %
-4.22%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
119
Reduced
132
Closed
44
Calls
$3.76M
Puts
$49K
Net Calls
+$3.71M
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$42M
2
American Century Companies
2
American Century Companies
Missouri
$22.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$694M
4
State Street
4
State Street
Massachusetts
$256M
5
GA
5
GRS Advisors
Illinois
$37.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$113M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$271M
5
AWM
5
AE Wealth Management
Kansas
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CH
276
Canton Hathaway
Rhode Island
$225K – – –
TBWA
277
Three Bridge Wealth Advisors
California
$224K – – –
SAM
278
Secure Asset Management
Michigan
$224K +$224K +6,238 New
SFI
279
Susquehanna Fundamental Investments
Pennsylvania
$219K +$219K +6,100 New
GAB
280
German American Bancorp
Indiana
$216K -$72.6K -2,025 -25%
GHA
281
GW Henssler & Associates
Georgia
$216K – – –
Susquehanna International Group
282
Susquehanna International Group
Pennsylvania
$215K -$1.31M -36,452 -86%
ASN
283
Advisory Services Network
Georgia
$213K -$26.6K -742 -11%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$212K -$88K -2,453 -29%
G
285
GenTrust
Florida
$210K -$264K -7,333 -56%
RWG
286
Ratio Wealth Group
Colorado
$210K – – –
NB
287
Norinchukin Bank
Japan
$208K +$1.58K +44 +0.8%
RIA
288
Realta Investment Advisors
Delaware
$205K – – –
FPAS
289
Focus Partners Advisor Solutions
Missouri
$202K +$202K +5,619 New
UCFA
290
United Capital Financial Advisors
Texas
$201K -$1.08K -30 -0.5%
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$191K +$10.5K +292 +6%
RDIA
292
RE Dickinson Investment Advisors
Iowa
$182K – – –
CA
293
Continuum Advisory
Idaho
$168K -$150K -4,516 -47%
MA
294
MCF Advisors
Kentucky
$158K -$71.7K -1,998 -31%
LFG
295
Larson Financial Group
Missouri
$154K +$717 +20 +0.5%
IGWM
296
ICA Group Wealth Management
Colorado
$144K -$41.7K -1,162 -22%
ATC
297
Advantage Trust Company
Kansas
$121K – – –
NJIM
298
Nabity-Jensen Investment Management
Nebraska
$120K – – –
DWM
299
Dogwood Wealth Management
Kansas
$113K – – –
SWM
300
Sanctuary Wealth Management
Idaho
$110K – – –
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12
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