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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 %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$2.22M +$3.75K +100 +0.2%
Creative Planning
102
Creative Planning
Kansas
$2.16M +$331K +8,824 +18%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$2.14M +$351K +9,360 +20%
NA
104
NewEdge Advisors
Louisiana
$2.12M -$64.1K -1,710 -3%
Voloridge Investment Management
105
Voloridge Investment Management
Florida
$2.08M +$479K +12,777 +30%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$2.05M +$407K +10,865 +25%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$2M -$48.4K -1,293 -2%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$1.99M -$72.1K -1,926 -4%
IAN
109
Integrated Advisors Network
Texas
$1.95M -$107K -2,856 -5%
AWA
110
Arkadios Wealth Advisors
Georgia
$1.95M +$644K +17,192 +49%
SWP
111
Stratos Wealth Partners
Ohio
$1.95M -$3K -80 -0.2%
RDIA
112
RE Dickinson Investment Advisors
Iowa
$1.9M – – –
Holocene Advisors
113
Holocene Advisors
New York
$1.89M -$1.29M -34,359 -41%
MA
114
Mutual Advisors
Nebraska
$1.86M +$22.2K +618 +1%
RWB
115
RMR Wealth Builders
New Jersey
$1.86M -$437K -11,660 -19%
RAM
116
Resona Asset Management
Japan
$1.84M +$42.4K +1,126 +2%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$1.77M -$487 -13 -0%
YCM
118
Yousif Capital Management
Michigan
$1.75M -$32.6K -869 -2%
MLA
119
My Legacy Advisors
Oregon
$1.69M -$205K -5,776 -11%
IIM
120
INTECH Investment Management
Florida
$1.65M +$775K +20,681 +89%
AWM
121
AE Wealth Management
Kansas
$1.64M +$188K +5,019 +13%
Comerica Bank
122
Comerica Bank
Texas
$1.59M -$30.8K -821 -2%
Handelsbanken Fonder
123
Handelsbanken Fonder
Sweden
$1.58M +$52.4K +1,400 +3%
OWA
124
Outlook Wealth Advisors
Texas
$1.56M – – –
CFG
125
Cooper Financial Group
California
$1.56M +$75 +2 +0%
3 4
5
6 7