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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.

New
Increased
Maintained
Reduced
Closed
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 %
MWM
76
Modern Wealth Management
Kansas
$3M -$72.7K -2,026 -2%
RWB
77
RMR Wealth Builders
New Jersey
$2.97M -$161K -4,469 -5%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$2.9M +$299K +8,328 +11%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$2.9M +$14.1K +393 +0.5%
CAM
80
ClariVest Asset Management
California
$2.8M +$1.15M +32,043 +70%
FFA
81
First Foundation Advisors
California
$2.77M -$361K -10,072 -12%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$2.67M +$83.8K +2,337 +3%
MOACM
83
Mutual of America Capital Management
New York
$2.6M -$146K -4,084 -5%
JWCA
84
J.W. Cole Advisors
Florida
$2.54M -$55.4K -1,544 -2%
AWS
85
Atria Wealth Solutions
New York
$2.54M -$22.2K -618 -0.9%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.43M +$213K +5,942 +10%
Victory Capital Management
87
Victory Capital Management
Texas
$2.43M -$1.22M -34,047 -33%
IMRF
88
Illinois Municipal Retirement Fund
Illinois
$2.42M +$13.3K +372 +0.6%
KAS
89
Kestra Advisory Services
Texas
$2.41M +$906K +25,251 +60%
MLA
90
My Legacy Advisors
Oregon
$2.39M -$47.5K -1,324 -2%
Amundi
91
Amundi
France
$2.39M -$39.9K -1,232 -2%
ODG
92
O'Dell Group
Ohio
$2.38M -$74.4K -2,073 -3%
AIG
93
American International Group
New York
$2.33M +$25.1K +699 +1%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$2.26M +$176K +4,916 +8%
UM
95
UniSuper Management
Australia
$2.23M +$1.03M +28,816 +86%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$2.21M -$1.41M -39,414 -39%
MIM
97
MetLife Investment Management
New Jersey
$2.21M -$18.5K -517 -0.8%
IAN
98
Integrated Advisors Network
Texas
$2.21M -$67.7K -1,886 -3%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$2.17M +$21.5K +600 +1%
MA
100
Mutual Advisors
Nebraska
$2.14M -$18.7K -520 -0.9%
2 3
4
5 6