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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
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.48M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
American Century Companies
3
American Century Companies
Missouri
$1.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$278M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$17M 450,000 +325,000 +260%
ACM
27
AEW Capital Management
Massachusetts
$16.1M 427,070 +427,070 New
Ameriprise
28
Ameriprise
Minnesota
$15.9M 422,023 +90,971 +27%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$15.8M 418,773 -23,288 -5%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$15.1M 399,608 +78,262 +24%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$14.7M 388,669 -13,409 -3%
Invesco
32
Invesco
Georgia
$14.4M 381,100 -6,251 -2%
Bank of America
33
Bank of America
North Carolina
$12.6M 334,635 +4,921 +1%
LPL Financial
34
LPL Financial
California
$12.4M 329,168 +42,674 +15%
Deutsche Bank
35
Deutsche Bank
Germany
$12.3M 325,855 +15,700 +5%
KCM
36
Kennedy Capital Management
Missouri
$11.8M 313,106 +198,419 +173%
Barclays
37
Barclays
United Kingdom
$10.5M 279,432 +92,129 +49%
Asset Management One
38
Asset Management One
Japan
$10.3M 272,926 -7,952 -3%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.8M 259,938 -9,400 -3%
SSA
40
Schonfeld Strategic Advisors
New York
$9.17M 243,298 +234,898 +2,796%
Swiss National Bank
41
Swiss National Bank
Switzerland
$9.02M 239,100 -1,400 -0.6%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.28M 219,555 +45,082 +26%
Osaic Holdings
43
Osaic Holdings
Arizona
$8.2M 217,520 -16,063 -7%
BIC
44
B&I Capital
Switzerland
$8.02M 212,545 -10,250 -5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$7.51M 199,110 -4,814 -2%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$7.48M 198,424 -411,075 -67%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.38M 195,802 -44,103 -18%
SEI Investments
48
SEI Investments
Pennsylvania
$7.05M 187,049 +153,921 +465%
AllianceBernstein
49
AllianceBernstein
Tennessee
$6.95M 184,315 -86,033 -32%
Citigroup
50
Citigroup
New York
$6.7M 177,569 +54,800 +45%
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