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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.

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 %
SWM
301
Sanctuary Wealth Management
Idaho
$100K – – –
SPIA
302
Steward Partners Investment Advisory
New York
$96.4K – – –
GRP
303
Global Retirement Partners
California
$84.2K – – –
SR
304
Syntax Research
Florida
$82.7K – – –
GI
305
GAMMA Investing
California
$82.7K +$4.87K +149 +6%
WT
306
Whittier Trust
California
$81.8K – – –
BTI
307
Blue Trust Inc
Georgia
$75.1K +$46.3K +1,290 +160%
CIA
308
Cape Investment Advisory
Georgia
$72.3K – – –
HWA
309
HHM Wealth Advisors
Tennessee
$71.7K – – –
PPWM
310
PFG Private Wealth Management
Florida
$62.2K +$62.2K +1,903 New
EWA
311
EverSource Wealth Advisors
Alabama
$50.4K -$3.55K -101 -7%
CFM
312
Catalyst Funds Management
Australia
$49.1K +$49.1K +1,500 New
VWM
313
Venturi Wealth Management
Texas
$48.2K – – –
PWMG
314
Prestige Wealth Management Group
New Jersey
$43.7K – – –
CA
315
CoreCap Advisors
Michigan
$41.6K +$29.3K +896 +239%
HGERS
316
Householder Group Estate & Retirement Specialist
Arizona
$41K – – –
ST
317
Smithfield Trust
Pennsylvania
$41K – – –
QCG
318
Quadrant Capital Group
Ohio
$40.9K +$7.23K +221 +21%
HGA
319
Hobbs Group Advisors
South Carolina
$39.3K +$39.3K +1,201 New
SVCP
320
Silicon Valley Capital Partners
California
$38.4K +$360 +11 +0.9%
IA
321
IFP Advisors
Florida
$37.1K +$27.2K +833 +278%
AIC
322
Archer Investment Corporation
Indiana
$36.4K – – –
AF
323
Advisornet Financial
Minnesota
$32.9K -$6.08K -186 -16%
TCM
324
Tradewinds Capital Management
Washington
$32.7K – – –
CTC
325
Central Trust Company
Missouri
$32.7K – – –
11 12
13
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