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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 %
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$32.7K +$32.7K +1,000 New
HCP
327
Hexagon Capital Partners
Arkansas
$31.6K – – –
KA
328
Kozak & Associates
Colorado
$30.9K +$197 +6 +0.6%
HI
329
Horizon Investments
North Carolina
$30.8K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$30.7K -$38.2K -1,168 -55%
FIM
331
FWL Investment Management
Texas
$29.4K – – –
AF
332
Allworth Financial
California
$29.1K -$59K -1,689 -67%
WOSD
333
WFA of San Diego
California
$26.7K +$26.7K +816 New
1IA
334
1620 Investment Advisors
Massachusetts
$25.7K +$25.7K +785 New
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$25.4K – – –
JGIA
336
Jackson Grant Investment Advisers
Connecticut
$23.4K – – –
FCA
337
FinTrust Capital Advisors
South Carolina
$22.2K – – –
Simplex Trading
338
Simplex Trading
Illinois
$22K -$61.5K -1,930 -74%
SFA
339
Semmax Financial Advisors
North Carolina
$21.7K – – –
AA
340
Ancora Advisors
Ohio
$20.4K – – –
MIFH
341
Migdal Insurance & Financial Holdings
Israel
$20K +$20K +602 New
CPG
342
Cornerstone Planning Group
New Jersey
$18.4K +$18.4K +544 New
CFD
343
Creative Financial Designs
Indiana
$16.9K +$131 +4 +0.8%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$16.3K +$16.3K +500 New
MG
345
Mather Group
Illinois
$13.3K +$13.3K +370 New
PS
346
Principal Securities
Iowa
$13.1K +$1.41K +43 +12%
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$13K +$304 +9 +2%
SWA
348
SOA Wealth Advisors
New York
$10.9K – – –
FGAM
349
Financial Gravity Asset Management
Texas
$10.1K – – –
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$9.72K +$4.15K +127 +75%
12 13
14
15 16