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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.

New
Increased
Maintained
Reduced
Closed
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
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.48M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
American Century Companies
3
American Century Companies
Missouri
$1.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$278M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
126
Maryland State Retirement & Pension System
Maryland
$1.56M -$49.4K -1,309 -3%
Daiwa Securities Group
127
Daiwa Securities Group
Japan
$1.54M +$99.6K +2,640 +7%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$1.54M +$362K +9,600 +31%
American Century Companies
129
American Century Companies
Missouri
$1.5M -$13.2M -349,688 -90%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$1.48M +$84.3K +2,235 +6%
AWM
131
AE Wealth Management
Kansas
$1.46M -$64.1K -1,699 -4%
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$1.43M -$513K -13,600 -26%
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$1.42M +$48.3K +1,280 +4%
CA
134
Calton & Associates
Florida
$1.4M +$24.2K +641 +2%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$1.39M -$1.97M -52,345 -59%
AB
136
Amalgamated Bank
New York
$1.36M -$50.7K -1,345 -4%
ASRS
137
Arizona State Retirement System
Arizona
$1.33M +$38.5K +1,020 +3%
VA
138
Vident Advisory
Georgia
$1.33M +$72.9K +1,932 +6%
AWA
139
Arkadios Wealth Advisors
Georgia
$1.32M -$23.3K -617 -2%
SWM
140
Spire Wealth Management
Virginia
$1.32M -$27.2K -722 -2%
OPS
141
Orion Portfolio Solutions
Nebraska
$1.31M +$147K +3,902 +13%
BCI
142
Brinker Capital Investments
Pennsylvania
$1.31M +$147K +3,902 +13%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$1.3M -$264K -6,970 -17%
UM
144
UniSuper Management
Australia
$1.3M -$1.54M -40,716 -54%
AWM
145
Accel Wealth Management
Iowa
$1.28M -$17.9K -474 -1%
State Board of Administration of Florida Retirement System
146
State Board of Administration of Florida Retirement System
Florida
$1.27M – – –
Victory Capital Management
147
Victory Capital Management
Texas
$1.25M -$55.5K -1,473 -4%
HighTower Advisors
148
HighTower Advisors
Illinois
$1.19M +$253K +6,666 +27%
OLVIG
149
Oliver Lagore Vanvalin Investment Group
Michigan
$1.15M +$207K +5,500 +22%
Cerity Partners
150
Cerity Partners
New York
$1.14M -$87.1K -2,310 -7%
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