PECO icon

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 %
VWA
351
Valued Wealth Advisors
Utah
$9.67K -$1.61K -49 -14%
DWM
352
Dogwood Wealth Management
Kansas
$9.66K -$93.4K -2,853 -91%
IGWM
353
ICA Group Wealth Management
Colorado
$9.62K -$122K -3,732 -93%
C
354
Covestor
United Kingdom
$9K +$34 +1 +0.4%
AWM
355
Abound Wealth Management
Tennessee
$7.09K – – –
AA
356
AlphaMark Advisors
Kentucky
$5K -$271K -8,347 -98%
QL
357
Quarry LP
New York
$4.19K +$4.19K +128 New
CMBA
358
C.M. Bidwell & Associates
Hawaii
$4.06K +$4.06K +124 New
UB
359
UMB Bank
Missouri
$2.88K +$1.21K +37 +73%
RWPA
360
Richard W. Paul & Associates
Michigan
$2.58K – – –
SN
361
Sittner & Nelson
Oregon
$2.29K – – –
SAM
362
Smartleaf Asset Management
Massachusetts
$1.85K -$5.33K -164 -74%
FFA
363
Farther Finance Advisors
California
$1.79K -$297K -9,112 -99%
SC
364
Stephens Consulting
Michigan
$1.31K +$1.31K +40 New
RIL
365
Rothschild Investment LLC
Illinois
$818 +$491 +15 +150%
HNB
366
Huntington National Bank
Ohio
$753 +$720 +22 +2,200%
BIA
367
Bell Investment Advisors
California
$557 – – –
S
368
SignatureFD
Georgia
$556 +$556 +17 New
ECM
369
Everence Capital Management
Indiana
$448 – – –
FHC
370
First Heartland Consultants
Missouri
$311 -$11 -350 -4%
PFBT
371
Parkside Financial Bank & Trust
Missouri
$229 -$131 -4 -36%
CAM
372
Creekmur Asset Management
Illinois
$56 -$28 -1 -33%
GA
373
GRS Advisors
Illinois
– -$37.5M -1,045,540 Closed
Point72 Asset Management
374
Point72 Asset Management
Connecticut
– -$3.7M -103,200 Closed
AIG
375
American International Group
New York
– -$2.33M -65,003 Closed
13 14
15
16 17