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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 %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$6.1K +$789 +22 +15%
RWPA
352
Richard W. Paul & Associates
Michigan
$2.83K – – –
SN
353
Sittner & Nelson
Oregon
$2.51K – – –
UB
354
UMB Bank
Missouri
$1.83K +$1.83K +51 New
PWMG
355
Private Wealth Management Group
New Jersey
$1.79K – – –
AWM
356
Avior Wealth Management
Nebraska
$860 +$860 +24 New
BIA
357
Bell Investment Advisors
California
$610 – – –
A
358
AlphaQuest
New York
$574 +$574 +16 New
ECM
359
Everence Capital Management
Indiana
$491 – – –
PFBT
360
Parkside Financial Bank & Trust
Missouri
$395 – – –
RIL
361
Rothschild Investment LLC
Illinois
$359 +$359 +10 New
CAM
362
Creekmur Asset Management
Illinois
$123 -$36.4K -887 -100%
HNB
363
Huntington National Bank
Ohio
$36 – – –
Citadel Advisors
364
Citadel Advisors
Florida
– -$20.8M -569,948 Closed
BFM
365
Boothbay Fund Management
New York
– -$1.87M -51,338 Closed
TC
366
TwinBeech Capital
New York
– -$1.53M -41,856 Closed
Squarepoint
367
Squarepoint
New York
– -$1.48M -40,607 Closed
GCM
368
Greenland Capital Management
New York
– -$1.28M -35,100 Closed
CWM
369
Curi Wealth Management
North Carolina
– -$1.02M -27,942 Closed
YIH
370
Y-Intercept (HK)
Hong Kong
– -$827K -22,659 Closed
HCM
371
HGI Capital Management
New York
– -$751K -20,600 Closed
BPCE
372
Bank Pictet & Cie (Europe)
Germany
– -$630K -17,281 Closed
TSS
373
Two Sigma Securities
New York
– -$609K -16,683 Closed
EGM
374
Engineers Gate Manager
New York
– -$555K -15,204 Closed
DFG
375
Demars Financial Group
Washington
– -$495K -13,572 Closed
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15
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