PECO icon

Phillips Edison & Co
PECO

Overview Fund Activity

372 hedge funds and large institutions have $3.18B invested in Phillips Edison & Co in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 31 closing their positions.

Holders
372
Holders Change
+9
Holders Change %
+2.48%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
48
Increased
113
Reduced
140
Closed
31
Calls
$2.49M
Puts
$16K
Net Calls
+$2.48M
Net Calls Change
-$1.23M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$51M
2
DPIM
2
Duff & Phelps Investment Management
Illinois
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$13.2M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$34.4M
2
GA
2
GRS Advisors
Illinois
$0
3
UBS AM
3
UBS AM
Illinois
$4.93M
4
Holocene Advisors
4
Holocene Advisors
New York
$2.23M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$92.4M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$4.93M 150,746 -607,746 -80%
WHG
52
Westwood Holdings Group
Texas
$4.56M 139,500 – –
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$4.43M 135,313 -595 -0.4%
CF
54
Centaurus Financial
California
$4.3M 131,408 +4,498 +4%
Prudential Financial
55
Prudential Financial
New Jersey
$4.29M 131,065 -8,236 -6%
SOADOR
56
State of Alaska Department of Revenue
Alaska
$4.28M 130,783 -476 -0.4%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$4.15M 126,977 -4,150 -3%
Adage Capital Partners
58
Adage Capital Partners
Massachusetts
$4.09M 125,000 +125,000 New
Citigroup
59
Citigroup
New York
$4.02M 122,769 +2,520 +2%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.9M 119,334 -340 -0.3%
AAS
61
Ameritas Advisory Services
Nebraska
$3.87M 118,398 -668 -0.6%
KCM
62
Kennedy Capital Management
Missouri
$3.75M 114,687 +114,687 New
Jane Street
63
Jane Street
New York
$3.65M 111,701 +77,224 +224%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$3.47M 106,119 -5,638 -5%
TRSOTSOK
65
Teachers Retirement System of the State of Kentucky
Kentucky
$3.46M 105,734 +7,365 +7%
Aberdeen Group
66
Aberdeen Group
United Kingdom
$3.38M 103,307 +117 +0.1%
MOACM
67
Mutual of America Capital Management
New York
$3.28M 100,184 +27,796 +38%
ERSOT
68
Employees Retirement System of Texas
Texas
$3.27M 100,000 +100,000 New
HSBC Holdings
69
HSBC Holdings
United Kingdom
$3.22M 98,393 -519 -0.5%
A
70
AlphaQuest
New York
$3.18M 97,158 +97,142 +607,138%
TPSF
71
Texas Permanent School Fund
Texas
$2.99M 91,332 -15,462 -14%
DWM
72
Diversify Wealth Management
Utah
$2.94M 86,821 +86,821 New
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$2.92M 89,293 -7,764 -8%
Amundi
74
Amundi
France
$2.88M 87,721 +14,092 +19%
MCC
75
Money Concepts Capital
Florida
$2.8M 85,511 -149 -0.2%
1 2
3
4 5