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Phillips Edison & Co
PECO

Overview Fund Activity

398 hedge funds and large institutions have $6.07B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
–
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
141
Reduced
126
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.57M
Net Calls Change
-$1.29M

Top Buyers

1
BlackRock
BlackRock
New York
$829M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$65.1M
3
Goldman Sachs
Goldman Sachs
New York
$51.8M
4
ECM
ExodusPoint Capital Management
New York
$18.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$113M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$0
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.23B
3
SSA
Schonfeld Strategic Advisors
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$39.2M
5
Macquarie Group
Macquarie Group
Australia
$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
376
Smartleaf Asset Management
Massachusetts
$7.14K +$3.16K +85 +79%
AA
377
AlphaMark Advisors
Kentucky
$6K – – –
CIAM
378
Caitong International Asset Management
Hong Kong
$5.73K +$5.73K +153 New
CMBA
379
C.M. Bidwell & Associates
Hawaii
$4.65K – – –
VWA
380
VSM Wealth Advisory
Maryland
$3.91K +$3.91K +104 New
VCM
381
Versant Capital Management
Arizona
$3.63K +$3.63K +97 New
RWPA
382
Richard W. Paul & Associates
Michigan
$2.96K – – –
SN
383
Sittner & Nelson
Oregon
$2.62K – – –
LC
384
Lindbrook Capital
California
$1.76K – – –
S
385
SignatureFD
Georgia
$1.35K +$712 +19 +112%
FFA
386
Farther Finance Advisors
California
$1.31K -$562 -15 -30%
HNB
387
Huntington National Bank
Ohio
$861 – – –
PA
388
Parallel Advisors
California
$712 +$712 +19 New
BIA
389
Bell Investment Advisors
California
$637 – – –
AAP
390
Arax Advisory Partners
Colorado
$338 +$338 +9 New
DF
391
Dunhill Financial
United Kingdom
$301 – – –
QL
392
Quarry LP
New York
$300 +$300 +8 New
NS
393
NBC Securities
Alabama
$290 -$359K -8,660 -100%
PFBT
394
Parkside Financial Bank & Trust
Missouri
$263 -$38 -1 -13%
WCM
395
WealthTrak Capital Management
Virginia
$188 +$188 +5 New
CAWM
396
Capital A Wealth Management
Pennsylvania
$75 +$75 +2 New
DWM
397
Dogwood Wealth Management
Kansas
$36 – – –
CAM
398
Creekmur Asset Management
Illinois
$31 -$31 -1 -50%
CIM
399
Centersquare Investment Management
Pennsylvania
– -$42.8M -1,135,354 Closed
SSA
400
Schonfeld Strategic Advisors
New York
– -$9.17M -243,298 Closed
14 15
16
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