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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
Norges Bank
1
Norges Bank
Norway
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.48M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$1.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$278M
Name Market Value Shares Shares
Change 		Shares
Change %
C
376
Covestor
United Kingdom
$10K 268 – –
GM
377
GeoWealth Management
Illinois
$8.9K 236 +236 New
Bessemer Group
378
Bessemer Group
New Jersey
$8K 203 +203 New
AWM
379
Abound Wealth Management
Tennessee
$7.91K 210 -7 -3%
AssetMark Inc
380
AssetMark Inc
California
$6.15K 163 +163 New
AA
381
AlphaMark Advisors
Kentucky
$6K 154 – –
ACM
382
Aster Capital Management
United Arab Emirates
$5.02K 133 +133 New
CMBA
383
C.M. Bidwell & Associates
Hawaii
$4.68K 124 – –
SAM
384
Smartleaf Asset Management
Massachusetts
$3.99K 107 +50 +88%
RWPA
385
Richard W. Paul & Associates
Michigan
$2.98K 79 – –
IAIM
386
International Assets Investment Management
Florida
$2.76K 104,117 +100,856 +3,093%
SN
387
Sittner & Nelson
Oregon
$2.64K 70 – –
FFA
388
Farther Finance Advisors
California
$1.89K 50 -5 -9%
LC
389
Lindbrook Capital
California
$1.77K 47 +47 New
HNB
390
Huntington National Bank
Ohio
$868 23 – –
BIA
391
Bell Investment Advisors
California
$642 17 – –
S
392
SignatureFD
Georgia
$641 17 – –
FNWA
393
Financial Network Wealth Advisors
Utah
$566 15 +15 New
MFG
394
Mendota Financial Group
Wisconsin
$378 10 +10 New
DF
395
Dunhill Financial
United Kingdom
$303 8 +8 New
PFBT
396
Parkside Financial Bank & Trust
Missouri
$302 8 +1 +14%
CAM
397
Creekmur Asset Management
Illinois
$65 2 – –
DWM
398
Dogwood Wealth Management
Kansas
$36 1 -294 -100%
Norges Bank
399
Norges Bank
Norway
– – -1,480,544 Closed
Balyasny Asset Management
400
Balyasny Asset Management
Illinois
– – -403,631 Closed
14 15
16
17 18