PECO icon

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 %
Lazard Asset Management
301
Lazard Asset Management
New York
$110K -$2.72K -76 -2%
SPIA
302
Steward Partners Investment Advisory
New York
$106K +$40.6K +1,133 +62%
Kayne Anderson Rudnick Investment Management
303
Kayne Anderson Rudnick Investment Management
California
$98.2K -$51.6K -1,439 -34%
KBC Group
304
KBC Group
Belgium
$93K -$6.89K -192 -7%
Simplex Trading
305
Simplex Trading
Illinois
$93K +$93K +2,620 New
GRP
306
Global Retirement Partners
California
$92.3K – – –
VI
307
Vestcor Inc
New Brunswick, Canada
$92K +$92K +2,576 New
SR
308
Syntax Research
Florida
$90.6K – – –
AF
309
Allworth Financial
California
$90.5K -$359 -10 -0.4%
WT
310
Whittier Trust
California
$89.7K – – –
GI
311
GAMMA Investing
California
$85.3K +$9.86K +275 +13%
CIA
312
Cape Investment Advisory
Georgia
$79.3K – – –
HWA
313
HHM Wealth Advisors
Tennessee
$78.7K -$52.4K -1,462 -40%
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$75.5K +$75.5K +2,106 New
TRCT
315
Tower Research Capital (TRC)
New York
$72.5K -$1.19M -33,153 -94%
PA
316
Pineridge Advisors
Missouri
$57.7K -$49.8K -1,388 -46%
VWM
317
Venturi Wealth Management
Texas
$52.8K – – –
EWA
318
EverSource Wealth Advisors
Alabama
$50.3K +$5.43K +166 +12%
PWMG
319
Prestige Wealth Management Group
New Jersey
$47.9K – – –
HGERS
320
Householder Group Estate & Retirement Specialist
Arizona
$45.3K – – –
ST
321
Smithfield Trust
Pennsylvania
$45K – – –
AF
322
Advisornet Financial
Minnesota
$42.8K – – –
SVCP
323
Silicon Valley Capital Partners
California
$41.7K +$323 +9 +0.8%
AIC
324
Archer Investment Corporation
Indiana
$40K – – –
QCG
325
Quadrant Capital Group
Ohio
$36.9K -$5.74K -160 -13%
11 12
13
14 15