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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 Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.33M -$42.1K -1,288 -3%
AWM
127
AE Wealth Management
Kansas
$1.32M +$228K +6,964 +21%
Daiwa Securities Group
128
Daiwa Securities Group
Japan
$1.25M -$44.5K -1,362 -3%
AB
129
Amalgamated Bank
New York
$1.22M -$22K -673 -2%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$1.21M +$797K +24,366 +193%
WDL
131
Well Done LLC
Michigan
$1.2M – – –
CA
132
Calton & Associates
Florida
$1.2M -$107K -3,273 -8%
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$1.19M +$119K +3,628 +11%
SWM
134
Spire Wealth Management
Virginia
$1.16M +$2.75K +84 +0.2%
AWA
135
Arkadios Wealth Advisors
Georgia
$1.16M -$210K -6,428 -15%
Victory Capital Management
136
Victory Capital Management
Texas
$1.13M -$1.08M -32,976 -49%
AWM
137
Accel Wealth Management
Iowa
$1.13M +$107K +3,265 +10%
PI
138
PFG Investments
New York
$1.12M -$81.3K -2,484 -7%
ASRS
139
Arizona State Retirement System
Arizona
$1.12M +$44.3K +1,355 +4%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$1.1M +$713K +21,790 +183%
VA
141
Vident Advisory
Georgia
$1.09M -$113K -3,443 -9%
SEI Investments
142
SEI Investments
Pennsylvania
$1.08M -$12.8K -391 -1%
Cerity Partners
143
Cerity Partners
New York
$1.06M -$103K -3,147 -9%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$1.02M – – –
New York State Teachers Retirement System (NYSTRS)
145
New York State Teachers Retirement System (NYSTRS)
New York
$1.01M – – –
OPS
146
Orion Portfolio Solutions
Nebraska
$1.01M -$565K -17,280 -36%
BCI
147
Brinker Capital Investments
Pennsylvania
$1.01M -$565K -17,280 -36%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$972K -$96.2K -2,940 -9%
II
149
IFM Investors
Australia
$927K +$927K +28,334 New
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$915K -$87.5K -2,675 -9%
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6
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