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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.

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 %
BWP
276
Barlow Wealth Partners
Kentucky
$265K +$2.14K +59 +0.8%
CANY
277
Caxton Associates (New York)
New York
$265K -$473K -12,530 -64%
ASN
278
Advisory Services Network
Georgia
$260K – – –
CM
279
Capula Management
Cayman Islands
$254K +$254K +6,730 New
KB
280
Kimelman & Baird
New York
$254K – – –
BAM
281
Belpointe Asset Management
Nevada
$252K – – –
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$252K – – –
US Bancorp
283
US Bancorp
Minnesota
$251K -$3.55K -94 -1%
MWA
284
Monograph Wealth Advisors
California
$251K – – –
EC
285
EntryPoint Capital
New York
$250K +$119K +3,158 +91%
CCM
286
Coldstream Capital Management
Washington
$243K – – –
BBNA
287
Bremer Bank National Association
Minnesota
$243K – – –
PD
288
Point72 (DIFC)
United Arab Emirates
$243K -$85.2K -2,260 -26%
PAS
289
Point72 Asia (Singapore)
Singapore
$241K +$241K +6,403 New
William Blair & Company
290
William Blair & Company
Illinois
$241K -$31.1K -826 -11%
PA
291
Profund Advisors
Maryland
$240K +$6.56K +174 +3%
ACG
292
Allen Capital Group
Nebraska
$239K – – –
CH
293
Canton Hathaway
Rhode Island
$237K – – –
LA
294
LexAurum Advisors
Kansas
$236K -$65.7K -1,742 -22%
TBWA
295
Three Bridge Wealth Advisors
California
$236K – – –
TC
296
TownSquare Capital
Utah
$227K -$211K -5,605 -48%
GHA
297
GW Henssler & Associates
Georgia
$227K +$227K +6,008 New
CM
298
Columbus Macro
Pennsylvania
$225K +$225K +5,975 New
WEG
299
World Equity Group
Illinois
$224K +$224K +5,936 New
ARG
300
Advisory Resource Group
Oklahoma
$223K -$191K -5,053 -46%
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