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Phillips Edison & Co
PECO

Overview Fund Activity

398 hedge funds and large institutions have $6.07B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 43 closing their positions.

Holders
398
Holders Change
–
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
141
Reduced
126
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.57M
Net Calls Change
-$1.29M

Top Buyers

1
BlackRock
1
BlackRock
New York
$829M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$65.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$51.8M
4
ECM
4
ExodusPoint Capital Management
New York
$18.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$113M

Top Sellers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$0
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.23B
3
SSA
3
Schonfeld Strategic Advisors
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$39.2M
5
Macquarie Group
5
Macquarie Group
Australia
$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$7.31M -$25.3K -675 -0.3%
Citigroup
52
Citigroup
New York
$7.25M +$598K +15,954 +9%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$6.81M +$1.6M +42,710 +31%
AllianceBernstein
54
AllianceBernstein
Tennessee
$6.77M -$133K -3,555 -2%
Mariner
55
Mariner
Kansas
$6.36M +$1.16K +31 +0%
Nomura Asset Management
56
Nomura Asset Management
Japan
$6.08M +$330K +8,820 +6%
PCIA
57
Prime Capital Investment Advisors
Kansas
$5.53M -$572K -15,274 -9%
ML
58
McAdam LLC
Pennsylvania
$5.46M -$139K -3,717 -2%
CF
59
Centaurus Financial
California
$5.02M -$88.8K -2,372 -2%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$4.98M -$55.8K -1,489 -1%
SOADOR
61
State of Alaska Department of Revenue
Alaska
$4.81M +$12.9K +344 +0.3%
Amundi
62
Amundi
France
$4.75M +$1.52M +41,595 +47%
Prudential Financial
63
Prudential Financial
New Jersey
$4.69M -$210K -5,600 -4%
SCM
64
Sophron Capital Management
New Jersey
$4.58M +$4.58M +122,317 New
Aberdeen Group
65
Aberdeen Group
United Kingdom
$4.56M +$572K +15,274 +14%
MWM
66
Modern Wealth Management
Kansas
$4.4M +$1.54M +41,205 +54%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$4.29M -$44.9K -1,198 -1%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$4.17M +$825K +22,033 +25%
Raymond James Financial
69
Raymond James Financial
Florida
$4.14M +$4.14M +110,553 New
HSBC Holdings
70
HSBC Holdings
United Kingdom
$3.94M +$353K +9,422 +10%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$3.76M -$42.1K -1,123 -1%
EP
72
Edgestream Partners
New Jersey
$3.73M +$3.73M +99,621 New
MOACM
73
Mutual of America Capital Management
New York
$3.66M +$2.88K +77 +0.1%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$3.55M -$3.88M -103,660 -52%
KAS
75
Kestra Advisory Services
Texas
$3.44M +$1.69M +45,068 +97%
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