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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 %
LWMI
351
Legacy Wealth Management (Idaho)
Idaho
$36.5K +$36.5K +933 New
HCP
352
Hexagon Capital Partners
Arkansas
$36.5K – – –
KA
353
Kozak & Associates
Colorado
$35.4K +$261 +7 +0.7%
FIM
354
FWL Investment Management
Texas
$33.9K – – –
AF
355
Allworth Financial
California
$31.4K – – –
WOSD
356
WFA of San Diego
California
$30.8K – – –
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$29.3K – – –
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$28.6K -$6.79K -180 -19%
VSQM
359
V-Square Quantitative Management
Illinois
$28.2K +$28.2K +749 New
JGIA
360
Jackson Grant Investment Advisers
Connecticut
$27K – – –
FCA
361
FinTrust Capital Advisors
South Carolina
$25.6K – – –
AA
362
Ancora Advisors
Ohio
$23.5K – – –
1IA
363
1620 Investment Advisors
Massachusetts
$23K -$6.6K -175 -22%
Simplex Trading
364
Simplex Trading
Illinois
$22K -$3.77K -101 -15%
TWD
365
True Wealth Design
Ohio
$20.8K +$20.8K +551 New
IA
366
IFP Advisors
Florida
$18.9K -$23.9K -633 -56%
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$16K +$1.05K +27 +7%
CFD
368
Creative Financial Designs
Indiana
$15.8K -$3.62K -96 -19%
SCM
369
Sterling Capital Management
North Carolina
$14.4K +$14.4K +383 New
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$14.3K +$3.13K +83 +28%
PS
371
Principal Securities
Iowa
$12.6K -$2.45K -65 -16%
SWA
372
SOA Wealth Advisors
New York
$12.5K – – –
UB
373
UMB Bank
Missouri
$11.8K +$8.49K +225 +256%
FGC
374
Financial Gravity Companies
Texas
$11.6K +$11.6K +308 New
VWA
375
Valued Wealth Advisors
Utah
$11.2K +$76 +2 +0.7%
13 14
15
16 17