PECO icon

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 %
EE
176
EWG Elevate
California
$753K – – –
EWM
177
EPG Wealth Management
Georgia
$747K -$30.8K -858 -4%
CCG
178
Catalina Capital Group
California
$742K -$789 -22 -0.1%
BCMLT
179
Beacon Capital Management LLC (Tennessee)
Tennessee
$719K -$96K -2,675 -12%
VDI
180
Vaughan David Investments
Illinois
$713K – – –
SMDAM
181
Sumitomo Mitsui DS Asset Management
Japan
$708K – – –
FA
182
Fiduciary Alliance
South Carolina
$695K – – –
RWM
183
Revisor Wealth Management
Ohio
$692K +$692K +19,128 New
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$690K +$189K +5,279 +38%
AR
185
Apeiron RIA
Texas
$679K -$55.7K -1,552 -8%
VCAM
186
Van Cleef Asset Management
Ohio
$676K – – –
MHS
187
M Holdings Securities
Oregon
$656K -$1.08K -30 -0.2%
Renaissance Technologies
188
Renaissance Technologies
New York
$649K +$649K +18,102 New
SCM
189
Sage Capital Management
New Jersey
$619K -$77.7K -2,165 -11%
VanEck Associates
190
VanEck Associates
New York
$619K +$25.9K +723 +4%
BRWA
191
B. Riley Wealth Advisors
Florida
$608K +$23.5K +699 +4%
CASC
192
Coppell Advisory Solutions Corp
Texas
$607K +$607K +16,915 New
BPA
193
Beacon Pointe Advisors
California
$587K +$105K +2,918 +22%
GWM
194
Geneos Wealth Management
Colorado
$582K -$2.32M -64,791 -80%
NAM
195
Nissay Asset Management
Japan
$566K +$15.9K +443 +3%
AFAS
196
Acorn Financial Advisory Services
Virginia
$554K – – –
CP
197
Castleview Partners
Texas
$543K +$287 +8 +0.1%
CAAS
198
Capital Asset Advisory Services
Michigan
$533K +$10.4K +305 +2%
AIP
199
Ameritas Investment Partners
Nebraska
$511K – – –
AWM
200
Axxcess Wealth Management
California
$510K -$37.8K -1,055 -7%
6 7
8
9 10