PECO icon

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 %
TPSF
401
Texas Permanent School Fund
Texas
– – -91,332 Closed
Marshall Wace
402
Marshall Wace
United Kingdom
– – -77,241 Closed
EP
403
Edgestream Partners
New Jersey
– – -56,149 Closed
Citadel Advisors
404
Citadel Advisors
Florida
– – -26,218 Closed
RJA
405
Raymond James & Associates
Florida
– – -24,092 Closed
BRWA
406
B. Riley Wealth Advisors
Florida
– – -21,900 Closed
YIH
407
Y-Intercept (HK)
Hong Kong
– – -18,413 Closed
AIM
408
Aigen Investment Management
New York
– – -14,746 Closed
BHWM
409
Beaird Harris Wealth Management
Texas
– – -12,478 Closed
AG
410
Algert Global
California
– – -12,309 Closed
OAC
411
OMERS Administration Corp
Ontario, Canada
– – -11,800 Closed
RWM
412
Revisor Wealth Management
Ohio
– – -9,627 Closed
Lido Advisors
413
Lido Advisors
California
– – -7,574 Closed
IWC
414
Integrated Wealth Concepts
Massachusetts
– – -7,123 Closed
SAM
415
Secure Asset Management
Michigan
– – -6,238 Closed
RFS
416
Retirement Financial Solutions
Tennessee
– – -6,127 Closed
FMTCOCP
417
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -4,341 Closed
FLPIM
418
F.L. Putnam Investment Management
Massachusetts
– – -1,000 Closed
HI
419
Horizon Investments
North Carolina
– – -942 Closed
SFA
420
Semmax Financial Advisors
North Carolina
– – -628 Closed
MIFH
421
Migdal Insurance & Financial Holdings
Israel
– – -602 Closed
CPG
422
Cornerstone Planning Group
New Jersey
– – -544 Closed
MG
423
Mather Group
Illinois
– – -370 Closed
QL
424
Quarry LP
New York
– – -128 Closed
SC
425
Stephens Consulting
Michigan
– – -40 Closed
14 15 16
17
18