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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
Norges Bank
1
Norges Bank
Norway
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.48M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$1.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$278M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
326
Global Retirement Partners
California
$97.1K 2,574 – –
SR
327
Syntax Research
Florida
$95.3K 2,527 – –
WT
328
Whittier Trust
California
$94.3K 2,500 – –
TRCT
329
Tower Research Capital (TRC)
New York
$85.5K 2,266 -17,383 -88%
JIP
330
Jaffetilchin Investment Partners
Florida
$84.1K 2,230 +2,230 New
CIA
331
Cape Investment Advisory
Georgia
$83.3K 2,210 – –
BTI
332
Blue Trust Inc
Georgia
$79.2K 2,420 +325 +16%
Fidelity International
333
Fidelity International
Bermuda
$69K 1,830 -2,602 -59%
SPIA
334
Steward Partners Investment Advisory
New York
$68.4K 1,815 -1,133 -38%
PPWM
335
PFG Private Wealth Management
Florida
$61.5K 1,631 -272 -14%
QCG
336
Quadrant Capital Group
Ohio
$56.1K 1,487 +236 +19%
VWM
337
Venturi Wealth Management
Texas
$55.5K 1,473 – –
HWA
338
HHM Wealth Advisors
Tennessee
$55.1K 1,462 -731 -33%
EWA
339
EverSource Wealth Advisors
Alabama
$54.6K 1,447 +11 +0.8%
PWMG
340
Prestige Wealth Management Group
New Jersey
$50.4K 1,333 – –
CA
341
CoreCap Advisors
Michigan
$47.9K 1,271 – –
ST
342
Smithfield Trust
Pennsylvania
$47K 1,249 – –
HGERS
343
Householder Group Estate & Retirement Specialist
Arizona
$47K 1,263 – –
HGA
344
Hobbs Group Advisors
South Carolina
$45.3K 1,201 – –
SVCP
345
Silicon Valley Capital Partners
California
$44.6K 1,183 +9 +0.8%
AIC
346
Archer Investment Corporation
Indiana
$42K 1,114 – –
AF
347
Advisornet Financial
Minnesota
$38K 1,007 – –
TCM
348
Tradewinds Capital Management
Washington
$37.7K 1,000 – –
CTC
349
Central Trust Company
Missouri
$37.7K 1,000 – –
LIS
350
Legacy Investment Solutions
Idaho
$36.5K 933 +933 New
12 13
14
15 16