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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
Norges Bank
1
Norges Bank
Norway
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.48M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$1.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$278M
Name Market Value Shares Shares
Change 		Shares
Change %
A
101
AlphaQuest
New York
$2.09M 55,352 -41,806 -43%
IAN
102
Integrated Advisors Network
Texas
$2.08M 55,038 -4,088 -7%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$2.07M 54,993 -2,810 -5%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.07M 54,775 -5,356 -9%
MLA
105
My Legacy Advisors
Oregon
$2.02M 53,464 -9,557 -15%
SWP
106
Stratos Wealth Partners
Ohio
$1.97M 52,210 +2,746 +6%
CSS
107
Cubist Systematic Strategies
Connecticut
$1.96M 52,006 -30,390 -37%
Man Group
108
Man Group
United Kingdom
$1.91M 50,729 +50,729 New
MA
109
Mutual Advisors
Nebraska
$1.9M 51,273 -216 -0.4%
Creative Planning
110
Creative Planning
Kansas
$1.85M 48,929 -1,285 -3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.8M 47,673 +22,650 +91%
YCM
112
Yousif Capital Management
Michigan
$1.8M 47,628 -1,600 -3%
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.79M 47,501 -442 -0.9%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$1.79M 47,387 -3,960 -8%
RAM
115
Resona Asset Management
Japan
$1.79M 47,863 -2,292 -5%
KAS
116
Kestra Advisory Services
Texas
$1.76M 46,641 -27,711 -37%
BCM
117
Brookstone Capital Management
Illinois
$1.74M 46,016 -2,983 -6%
TC
118
TwinBeech Capital
New York
$1.73M 45,968 +45,968 New
Natixis Advisors
119
Natixis Advisors
Massachusetts
$1.65M 43,782 +24,963 +133%
Comerica Bank
120
Comerica Bank
Texas
$1.63M 43,156 -1,861 -4%
Voloridge Investment Management
121
Voloridge Investment Management
Florida
$1.62M 42,836 +35,341 +472%
SPS
122
Susquehanna Portfolio Strategies
Pennsylvania
$1.61M 42,813 – –
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.61M 42,715 +1,977 +5%
OWA
124
Outlook Wealth Advisors
Texas
$1.57M 41,766 – –
CFG
125
Cooper Financial Group
California
$1.57M 41,757 +3 +0%
3 4
5
6 7