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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 %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$2.1M -$1.96M -54,686 -48%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$2.08M -$251K -6,990 -11%
NA
103
NewEdge Advisors
Louisiana
$2M -$53.3K -1,486 -3%
YCM
104
Yousif Capital Management
Michigan
$1.98M -$150K -4,176 -7%
Wells Fargo
105
Wells Fargo
California
$1.92M +$353K +9,830 +23%
SWP
106
Stratos Wealth Partners
Ohio
$1.9M -$62.4K -1,739 -3%
BCM
107
Brookstone Capital Management
Illinois
$1.86M -$88.4K -2,465 -5%
AI
108
Atom Investors
Texas
$1.86M +$580K +16,173 +45%
Creative Planning
109
Creative Planning
Kansas
$1.83M -$147K -4,111 -7%
Comerica Bank
110
Comerica Bank
Texas
$1.82M -$149K -4,152 -8%
FCM
111
FJ Capital Management
Virginia
$1.75M +$368K +10,254 +27%
OPS
112
Orion Portfolio Solutions
Nebraska
$1.72M +$310K +8,641 +22%
BCI
113
Brinker Capital Investments
Pennsylvania
$1.72M +$310K +8,641 +22%
RAM
114
Resona Asset Management
Japan
$1.71M +$1.71M +47,781 New
COPPSERS
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.71M +$19.5K +543 +1%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$1.7M – – –
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$1.7M -$41.3K -1,150 -2%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$1.69M -$84.9K -2,728 -5%
HCA
119
Harbor Capital Advisors
Illinois
$1.67M +$1.67M +46,497 New
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$1.55M +$72.9K +2,032 +5%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$1.51M -$305K -8,516 -17%
AWA
122
Arkadios Wealth Advisors
Georgia
$1.51M -$307K -8,550 -17%
OWA
123
Outlook Wealth Advisors
Texas
$1.5M – – –
CFG
124
Cooper Financial Group
California
$1.47M +$87.2K +2,430 +6%
CA
125
Calton & Associates
Florida
$1.43M -$302K -8,425 -17%
3 4
5
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