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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 %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$1.43M +$3.42K +95 +0.2%
Daiwa Securities Group
127
Daiwa Securities Group
Japan
$1.42M +$125K +3,471 +10%
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$1.41M +$16.1K +502 +1%
AB
129
Amalgamated Bank
New York
$1.36M -$278K -7,739 -17%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$1.35M +$448K +12,493 +50%
PI
131
PFG Investments
New York
$1.32M +$1.06M +29,508 +404%
WDL
132
Well Done LLC
Michigan
$1.32M – – –
VA
133
Vident Advisory
Georgia
$1.32M +$54.7K +1,526 +4%
Cerity Partners
134
Cerity Partners
New York
$1.28M +$6.13K +171 +0.5%
SWM
135
Spire Wealth Management
Virginia
$1.27M -$81.7K -2,277 -6%
Jane Street
136
Jane Street
New York
$1.24M -$1.26M -35,067 -50%
OIA
137
OneDigital Investment Advisors
Kansas
$1.22M -$188K -5,236 -13%
SEI Investments
138
SEI Investments
Pennsylvania
$1.2M +$1.2M +33,519 New
AWM
139
AE Wealth Management
Kansas
$1.2M -$10M -278,959 -89%
ASRS
140
Arizona State Retirement System
Arizona
$1.18M +$1.79K +50 +0.2%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$1.18M +$96.9K +2,701 +9%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$1.17M -$82.5K -2,300 -7%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$1.13M +$47.5K +1,325 +4%
AWA
144
Arete Wealth Advisors
Illinois
$1.12M +$41K +1,143 +4%
AWM
145
Accel Wealth Management
Iowa
$1.12M +$24.6K +686 +2%
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$1.12M – – –
New York State Teachers Retirement System (NYSTRS)
147
New York State Teachers Retirement System (NYSTRS)
New York
$1.11M – – –
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$1.1M – – –
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1.05M +$45.3K +1,263 +5%
SOS
150
Silver Oak Securities
Tennessee
$1.03M +$14.9K +414 +1%
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