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Phillips Edison & Co
PECO

Overview Fund Activity

372 hedge funds and large institutions have $3.18B invested in Phillips Edison & Co in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 31 closing their positions.

Holders
372
Holders Change
+9
Holders Change %
+2.48%
% of All Funds
5.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
48
Increased
113
Reduced
140
Closed
31
Calls
$2.49M
Puts
$16K
Net Calls
+$2.48M
Net Calls Change
-$1.23M

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$51M
2
DPIM
2
Duff & Phelps Investment Management
Illinois
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$13.2M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$34.4M
2
GA
2
GRS Advisors
Illinois
$0
3
UBS AM
3
UBS AM
Illinois
$4.93M
4
Holocene Advisors
4
Holocene Advisors
New York
$2.23M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$92.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$2.01M 61,600 +1,200 +2%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$1.97M 60,131 -20,825 -26%
IAN
103
Integrated Advisors Network
Texas
$1.93M 59,126 -2,397 -4%
NA
104
NewEdge Advisors
Louisiana
$1.89M 57,874 +2,250 +4%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$1.89M 57,803 -148 -0.3%
Wells Fargo
106
Wells Fargo
California
$1.88M 57,376 +3,953 +7%
FCM
107
FJ Capital Management
Virginia
$1.85M 56,674 +7,978 +16%
EP
108
Edgestream Partners
New Jersey
$1.84M 56,149 -199,829 -78%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$1.79M 54,723 +7,397 +16%
MA
110
Mutual Advisors
Nebraska
$1.77M 51,489 -8,277 -14%
BCM
111
Brookstone Capital Management
Illinois
$1.72M 48,999 -2,915 -6%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$1.69M 51,615 +4,115 +9%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$1.68M 51,347 +8,015 +18%
Creative Planning
114
Creative Planning
Kansas
$1.64M 50,214 -842 -2%
RAM
115
Resona Asset Management
Japan
$1.63M 50,155 +2,374 +5%
SWP
116
Stratos Wealth Partners
Ohio
$1.62M 49,464 -3,583 -7%
YCM
117
Yousif Capital Management
Michigan
$1.61M 49,228 -6,099 -11%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.57M 47,943 +323 +0.7%
CIM
119
Centersquare Investment Management
Pennsylvania
$1.53M 46,750 +46,750 New
Comerica Bank
120
Comerica Bank
Texas
$1.47M 45,017 -5,843 -11%
UBS Group
121
UBS Group
Switzerland
$1.44M 43,925 -70,375 -62%
SPS
122
Susquehanna Portfolio Strategies
Pennsylvania
$1.4M 42,813 -47,954 -53%
MSRPS
123
Maryland State Retirement & Pension System
Maryland
$1.4M 42,676 -1,294 -3%
CFG
124
Cooper Financial Group
California
$1.37M 41,754 +786 +2%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$1.36M 41,437 +1,776 +4%
3 4
5
6 7