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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 %
RSWM
301
Robertson Stephens Wealth Management
California
$221K +$221K +5,847 New
G
302
GenTrust
Florida
$221K +$221K +5,833 New
XT
303
XTX Topco
Cayman Islands
$215K +$215K +5,711 New
NB
304
Norinchukin Bank
Japan
$209K +$209K +5,536 New
FTDI
305
First Trust Direct Indexing
Massachusetts
$206K +$206K +5,471 New
ECM
306
Evergreen Capital Management
Washington
$205K +$205K +5,420 New
CAM
307
Concorde Asset Management
Michigan
$205K +$205K +5,423 New
PWA
308
Providence Wealth Advisors
Illinois
$201K +$201K +5,440 New
FPAS
309
Focus Partners Advisor Solutions
Missouri
$200K +$200K +5,311 New
CA
310
Continuum Advisory
Idaho
$196K – – –
PHK
311
Point72 Hong Kong
Hong Kong
$192K +$192K +5,097 New
RDIA
312
RE Dickinson Investment Advisors
Iowa
$192K – – –
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$177K +$45.8K +1,230 +35%
LFG
314
Larson Financial Group
Missouri
$162K +$302 +8 +0.2%
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$151K -$980 -26 -0.6%
KBC Group
316
KBC Group
Belgium
$147K +$26.4K +700 +22%
FPF
317
First Pacific Financial
Washington
$141K +$141K +3,735 New
MA
318
MCF Advisors
Kentucky
$133K -$32.7K -866 -20%
ATC
319
Advantage Trust Company
Kansas
$128K – – –
TFGT
320
TS Financial Group (TSFG)
Illinois
$127K +$127K +3,373 New
GI
321
GAMMA Investing
California
$126K +$30.3K +803 +32%
CFM
322
Catalyst Funds Management
Australia
$124K +$67.9K +1,800 +120%
SWM
323
Sanctuary Wealth Management
Idaho
$116K – – –
VI
324
Vestcor Inc
New Brunswick, Canada
$107K -$2.24M -59,468 -95%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$106K -$14K -372 -12%
11 12
13
14 15