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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 %
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$218K +$218K +6,673 New
MWA
277
Monograph Wealth Advisors
California
$218K – – –
Corient Private Wealth
278
Corient Private Wealth
Florida
$215K -$62K -1,894 -22%
CCM
279
Coldstream Capital Management
Washington
$211K -$458 -14 -0.2%
BBNA
280
Bremer Bank National Association
Minnesota
$211K – – –
ACG
281
Allen Capital Group
Nebraska
$207K – – –
CH
282
Canton Hathaway
Rhode Island
$205K – – –
TBWA
283
Three Bridge Wealth Advisors
California
$204K – – –
SAM
284
Secure Asset Management
Michigan
$204K – – –
PA
285
Profund Advisors
Maryland
$203K -$19K -580 -9%
RFS
286
Retirement Financial Solutions
Tennessee
$200K +$200K +6,127 New
RDIA
287
RE Dickinson Investment Advisors
Iowa
$166K – – –
CA
288
Continuum Advisory
Idaho
$166K – – –
Fidelity International
289
Fidelity International
Bermuda
$145K +$145K +4,432 New
MA
290
MCF Advisors
Kentucky
$144K – – –
FMTCOCP
291
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K +$142K +4,341 New
SG Americas Securities
292
SG Americas Securities
New York
$141K -$292K -8,925 -67%
LFG
293
Larson Financial Group
Missouri
$141K +$491 +15 +0.4%
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$131K -$42.5K -1,300 -24%
Mirae Asset Global Investments
295
Mirae Asset Global Investments
South Korea
$115K -$1.65M -50,613 -93%
EC
296
EntryPoint Capital
New York
$113K +$113K +3,469 New
ATC
297
Advantage Trust Company
Kansas
$111K – – –
IAIM
298
International Assets Investment Management
Florida
$107K +$107K +3,261 New
KBC Group
299
KBC Group
Belgium
$105K +$20K +611 +24%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$104K -$89.8K -2,745 -46%
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12
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