PECO icon

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 %
Millennium Management
376
Millennium Management
New York
– -$442K -12,121 Closed
CCMG
377
Clark Capital Management Group
Pennsylvania
– -$381K -10,456 Closed
SRL
378
Scientech Research LLC
New Jersey
– -$377K -10,326 Closed
DTL
379
Dynamic Technology Lab
Singapore
– -$358K -9,800 Closed
Empower Advisory Group
380
Empower Advisory Group
Colorado
– -$341K -9,344 Closed
GWS
381
Glassman Wealth Services
Virginia
– -$339K -9,293 Closed
WAM
382
Wolverine Asset Management
Illinois
– -$336K -9,221 Closed
TCM
383
Triumph Capital Management
Colorado
– -$284K -7,789 Closed
PAG
384
Private Advisor Group
New Jersey
– -$264K -7,242 Closed
Fisher Asset Management
385
Fisher Asset Management
Washington
– -$261K -7,161 Closed
BTWM
386
Baker Tilly Wealth Management
Wisconsin
– -$259K -7,087 Closed
KI
387
Kapitalo Investimentos
Brazil
– -$255K -6,982 Closed
SAG
388
SageView Advisory Group
California
– -$242K -6,813 Closed
AFG
389
Atomi Financial Group
New York
– -$237K -6,508 Closed
OFS
390
Orrstown Financial Services
Pennsylvania
– -$233K -6,383 Closed
SIA
391
Soltis Investment Advisors
Utah
– -$231K -6,340 Closed
BOSSRA
392
B.O.S.S. Retirement Advisors
Utah
– -$224K -6,139 Closed
SCM
393
Shelton Capital Management
Colorado
– -$203K -5,569 Closed
RFS
394
Retirement Financial Solutions
Tennessee
– -$202K -5,547 Closed
GI
395
Gradient Investments
Minnesota
– -$148K -4,056 Closed
BCMIO
396
Beacon Capital Management Inc (Ohio)
Ohio
– -$110K -3,015 Closed
SIC
397
Salem Investment Counselors
North Carolina
– -$67.7K -1,850 Closed
CAM
398
Chandler Asset Management
California
– -$50.1K -1,374 Closed
PB
399
Pinnacle Bancorp
Nebraska
– -$40.5K -1,111 Closed
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$36.5K -997 Closed
13 14 15
16
17