PECO icon

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
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 %
New York State Teachers Retirement System (NYSTRS)
151
New York State Teachers Retirement System (NYSTRS)
New York
$1.14M -$33.9K -900 -3%
PI
152
PFG Investments
New York
$1.09M -$202K -5,354 -16%
OPERF
153
Oregon Public Employees Retirement Fund
Oregon
$1.09M -$32.7K -866 -3%
SG Americas Securities
154
SG Americas Securities
New York
$1.08M +$916K +24,284 +564%
FCM
155
FJ Capital Management
Virginia
$1.07M -$1.06M -28,189 -50%
II
156
IFM Investors
Australia
$1.07M -$339 -9 -0%
AWA
157
Arete Wealth Advisors
Illinois
$1.06M +$32.5K +866 +3%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$1.06M +$24.8K +657 +2%
DekaBank Deutsche Girozentrale
159
DekaBank Deutsche Girozentrale
Germany
$1.05M – – –
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$1.04M -$19.8K -524 -2%
UOC
161
UBS O'Connor
Illinois
$977K +$977K +25,909 New
FPGK
162
Financial Partners Group (Kansas)
Kansas
$973K – – –
RJFSA
163
Raymond James Financial Services Advisors
Florida
$969K -$75.4K -1,999 -7%
ProShare Advisors
164
ProShare Advisors
Maryland
$966K +$265K +7,038 +38%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$949K +$22.7K +603 +2%
Squarepoint
166
Squarepoint
New York
$928K +$928K +24,607 New
Los Angeles Capital Management
167
Los Angeles Capital Management
California
$921K +$921K +24,434 New
CAM
168
Cresset Asset Management
Illinois
$901K -$28.4K -752 -3%
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$888K +$102K +2,700 +13%
WA
170
Waverly Advisors
Alabama
$883K +$6.26K +166 +0.7%
IIM
171
INTECH Investment Management
Florida
$877K +$877K +23,266 New
CRC
172
Curi RMB Capital
Illinois
$862K -$20K -530 -2%
Verition Fund Management
173
Verition Fund Management
Connecticut
$860K +$565K +14,975 +191%
HI
174
Harbour Investments
Wisconsin
$852K -$11.1K -295 -1%
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$852K – – –
5 6
7
8 9