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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 %
DFCM
376
Dark Forest Capital Management
Puerto Rico
– -$844K -23,525 Closed
QT
377
Quantbot Technologies
New York
– -$782K -21,804 Closed
Renaissance Technologies
378
Renaissance Technologies
New York
– -$649K -18,102 Closed
ET
379
Entropy Technologies
New York
– -$473K -13,182 Closed
FC
380
FORA Capital
Florida
– -$420K -11,711 Closed
FFB
381
First Financial Bankshares
Texas
– -$413K -11,500 Closed
FAIM
382
Financial Advocates Investment Management
Washington
– -$378K -10,550 Closed
MLICM
383
Metropolitan Life Insurance Company (MetLife)
New York
– -$367K -10,230 Closed
DAS
384
Diversify Advisory Services
Utah
– -$296K -8,430 Closed
SBIA
385
Sheaff Brock Investment Advisors
Indiana
– -$273K -7,597 Closed
CW
386
CreativeOne Wealth
Kansas
– -$263K -7,326 Closed
WEG
387
World Equity Group
Illinois
– -$245K -6,842 Closed
Brown Advisory
388
Brown Advisory
Maryland
– -$235K -6,564 Closed
KPWS
389
Kestra Private Wealth Services
Texas
– -$230K -6,424 Closed
GAB
390
German American Bancorp
Indiana
– -$216K -6,027 Closed
GHA
391
GW Henssler & Associates
Georgia
– -$216K -6,008 Closed
G
392
GenTrust
Florida
– -$210K -5,833 Closed
NB
393
Norinchukin Bank
Japan
– -$208K -5,794 Closed
RIA
394
Realta Investment Advisors
Delaware
– -$205K -5,709 Closed
FPAS
395
Focus Partners Advisor Solutions
Missouri
– -$202K -5,619 Closed
UCFA
396
United Capital Financial Advisors
Texas
– -$201K -5,598 Closed
NJIM
397
Nabity-Jensen Investment Management
Nebraska
– -$120K -3,333 Closed
Kayne Anderson Rudnick Investment Management
398
Kayne Anderson Rudnick Investment Management
California
– -$98.2K -2,738 Closed
PA
399
Pineridge Advisors
Missouri
– -$57.7K -1,609 Closed
VCM
400
Versant Capital Management
Arizona
– -$9.15K -255 Closed
13 14 15
16
17