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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
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.48M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
American Century Companies
3
American Century Companies
Missouri
$1.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$278M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.6M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
76
Diversify Wealth Management
Utah
$3.14M 84,896 -1,925 -2%
First Trust Advisors
77
First Trust Advisors
Illinois
$3.11M 82,397 +66,037 +404%
MCC
78
Money Concepts Capital
Florida
$3.04M 80,595 -4,916 -6%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$2.95M 78,252 – –
MWM
80
Modern Wealth Management
Kansas
$2.87M 76,223 -7,200 -9%
MIM
81
MetLife Investment Management
New Jersey
$2.78M 73,593 -1,140 -2%
HCA
82
Harbor Capital Advisors
Illinois
$2.71M 71,871 -5,815 -7%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$2.71M 71,734 +1,762 +3%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$2.69M 71,346 +4,437 +7%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$2.67M 70,885 -1,957 -3%
CF
86
Corebridge Financial
Texas
$2.66M 70,470 -740 -1%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.64M 70,132 -1,361 -2%
JWCA
88
J.W. Cole Advisors
Florida
$2.59M 68,755 -3,856 -5%
CAM
89
ClariVest Asset Management
California
$2.56M 78,145 – –
AWS
90
Atria Wealth Solutions
New York
$2.54M 67,129 -4,945 -7%
Mirae Asset Global ETFs Holdings
91
Mirae Asset Global ETFs Holdings
Hong Kong
$2.53M 67,163 +5,337 +9%
ODG
92
O'Dell Group
Ohio
$2.48M 65,696 -731 -1%
FFA
93
First Foundation Advisors
California
$2.4M 63,682 -6,150 -9%
IMRF
94
Illinois Municipal Retirement Fund
Illinois
$2.36M 62,582 -3,371 -5%
RWB
95
RMR Wealth Builders
New Jersey
$2.32M 61,253 -16,716 -21%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$2.27M 60,239 -4,242 -7%
Wells Fargo
97
Wells Fargo
California
$2.24M 59,281 +1,905 +3%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$2.23M 59,200 -2,400 -4%
NA
99
NewEdge Advisors
Louisiana
$2.2M 58,431 +557 +1%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$2.1M 55,608 +885 +2%
2 3
4
5 6