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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 %
First Trust Advisors
76
First Trust Advisors
Illinois
$3.36M +$272K +7,271 +9%
TRSOTSOK
77
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M -$757K -20,206 -18%
AAS
78
Ameritas Advisory Services
Nebraska
$3.15M -$954K -25,461 -23%
MCC
79
Money Concepts Capital
Florida
$3.07M +$48.4K +1,291 +2%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$3.04M +$381K +10,183 +14%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$3.02M +$90.8K +2,423 +3%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$2.99M +$302K +8,065 +11%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$2.96M +$878K +23,426 +42%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$2.92M +$2.92M +77,976 New
MIM
85
MetLife Investment Management
New Jersey
$2.92M +$160K +4,281 +6%
Wells Fargo
86
Wells Fargo
California
$2.87M +$652K +17,392 +29%
DWM
87
Diversify Wealth Management
Utah
$2.78M -$237K -6,677 -8%
HCA
88
Harbor Capital Advisors
Illinois
$2.72M +$22.3K +594 +0.8%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$2.72M +$42.3K +1,130 +2%
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$2.62M +$103K +2,749 +4%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.59M -$37.9K -1,013 -1%
AWS
92
Atria Wealth Solutions
New York
$2.54M +$21.3K +568 +0.8%
JWCA
93
J.W. Cole Advisors
Florida
$2.49M -$83.2K -2,222 -3%
MAM
94
Martingale Asset Management
Massachusetts
$2.48M +$2.48M +66,160 New
COPPSERS
95
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.47M +$688K +18,379 +39%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$2.46M +$863K +23,049 +54%
CF
97
Corebridge Financial
Texas
$2.45M -$191K -5,100 -7%
IMRF
98
Illinois Municipal Retirement Fund
Illinois
$2.45M +$103K +2,752 +4%
ODG
99
O'Dell Group
Ohio
$2.4M -$58.2K -1,554 -2%
FFA
100
First Foundation Advisors
California
$2.23M -$152K -4,067 -6%
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4
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