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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
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 %
Jane Street
51
Jane Street
New York
$6.51M 172,712 +61,011 +55%
ERSOT
52
Employees Retirement System of Texas
Texas
$6.41M 170,000 +70,000 +70%
Mariner
53
Mariner
Kansas
$6.4M 169,699 -862 -0.5%
PCIA
54
Prime Capital Investment Advisors
Kansas
$6.14M 162,865 -10,038 -6%
Nomura Asset Management
55
Nomura Asset Management
Japan
$5.79M 153,560 +850 +0.6%
ML
56
McAdam LLC
Pennsylvania
$5.63M 149,413 -16,656 -10%
UBS Group
57
UBS Group
Switzerland
$5.59M 148,148 +104,223 +237%
SO
58
STRS Ohio
Ohio
$5.34M 141,700 +118,700 +516%
Jacobs Levy Equity Management
59
Jacobs Levy Equity Management
New Jersey
$5.25M 139,146 +118,640 +579%
CF
60
Centaurus Financial
California
$5.14M 136,258 +4,850 +4%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$5.07M 134,433 -880 -0.7%
Prudential Financial
62
Prudential Financial
New Jersey
$4.93M 130,865 -200 -0.2%
SOADOR
63
State of Alaska Department of Revenue
Alaska
$4.83M 128,121 -2,662 -2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$4.37M 115,798 -3,536 -3%
ECM
65
ExodusPoint Capital Management
New York
$4.27M 113,191 -45,162 -29%
AAS
66
Ameritas Advisory Services
Nebraska
$4.13M 109,568 -8,830 -7%
TRSOTSOK
67
Teachers Retirement System of the State of Kentucky
Kentucky
$4.13M 109,531 +3,797 +4%
Aberdeen Group
68
Aberdeen Group
United Kingdom
$4.01M 106,331 +3,024 +3%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$3.82M 101,370 -25,607 -20%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$3.82M 101,588 -4,531 -4%
MOACM
71
Mutual of America Capital Management
New York
$3.69M 97,747 -2,437 -2%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$3.61M 95,760 -2,633 -3%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$3.33M 89,300 +76,706 +609%
Holocene Advisors
74
Holocene Advisors
New York
$3.2M 84,828 +16,723 +25%
Amundi
75
Amundi
France
$3.19M 88,123 +402 +0.5%
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3
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