PECO icon

Phillips Edison & Co
PECO

Overview Fund Activity

363 hedge funds and large institutions have $3.57B invested in Phillips Edison & Co in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 44 closing their positions.

Holders
363
Holders Change
-16
Holders Change %
-4.22%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
119
Reduced
132
Closed
44
Calls
$3.76M
Puts
$49K
Net Calls
+$3.71M
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$42M
2
American Century Companies
2
American Century Companies
Missouri
$22.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$694M
4
State Street
4
State Street
Massachusetts
$256M
5
GA
5
GRS Advisors
Illinois
$37.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$113M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$271M
5
AWM
5
AE Wealth Management
Kansas
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
51
McAdam LLC
Pennsylvania
$6.13M -$213K -5,933 -3%
CS
52
Credit Suisse
Switzerland
$5.69M +$64.6K +1,802 +1%
Nomura Asset Management
53
Nomura Asset Management
Japan
$5.16M +$356K +9,930 +7%
Barclays
54
Barclays
United Kingdom
$5.06M -$2.52M -70,132 -33%
WHG
55
Westwood Holdings Group
Texas
$5M -$592K -16,500 -11%
Prudential Financial
56
Prudential Financial
New Jersey
$5M +$88.3K +2,463 +2%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$4.88M -$109K -3,035 -2%
SOADOR
58
State of Alaska Department of Revenue
Alaska
$4.71M +$79.5K +2,217 +2%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$4.7M -$360K -10,045 -7%
CF
60
Centaurus Financial
California
$4.55M +$6.56K +183 +0.1%
First Trust Advisors
61
First Trust Advisors
Illinois
$4.52M -$2.44M -67,990 -35%
Citigroup
62
Citigroup
New York
$4.31M +$331K +9,233 +8%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$4.29M -$156K -4,346 -4%
UBS Group
64
UBS Group
Switzerland
$4.1M +$212K +5,921 +5%
AAS
65
Ameritas Advisory Services
Nebraska
$4.06M +$2.14M +62,877 +112%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$4.01M -$162K -4,511 -4%
TPSF
67
Texas Permanent School Fund
Texas
$3.83M +$125K +3,490 +3%
Point72 Asset Management
68
Point72 Asset Management
Connecticut
$3.7M +$3.7M +103,200 New
Aberdeen Group
69
Aberdeen Group
United Kingdom
$3.7M -$17.4K -484 -0.5%
FW
70
FirstPurpose Wealth
Utah
$3.56M -$422K -12,757 -11%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$3.55M +$1.11M +30,960 +46%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$3.53M -$138K -3,860 -4%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$3.48M -$1.4M -38,940 -29%
SPS
74
Susquehanna Portfolio Strategies
Pennsylvania
$3.26M -$375K -10,449 -10%
MCC
75
Money Concepts Capital
Florida
$3.07M +$15K +418 +0.5%
1 2
3
4 5