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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.

New
Increased
Maintained
Reduced
Closed
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 %
OIA
176
OneDigital Investment Advisors
Kansas
$697K -$416K -12,709 -37%
EE
177
EWG Elevate
California
$687K – – –
EWM
178
EPG Wealth Management
Georgia
$685K -$747K -20,814 Closed
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$682K -$166K -5,078 -20%
Jacobs Levy Equity Management
180
Jacobs Levy Equity Management
New Jersey
$671K +$671K +20,506 New
BB
181
Bell Bank
North Dakota
$670K -$52.3K -1,600 -7%
OWA
182
Outlook Wealth Advisors
Texas
$664K – – –
SPC
183
Sigma Planning Corp
Michigan
$663K -$53.3K -1,628 -7%
VDI
184
Vaughan David Investments
Illinois
$650K – – –
TRCT
185
Tower Research Capital (TRC)
New York
$643K +$577K +17,628 +872%
CANY
186
Caxton Associates (New York)
New York
$639K +$639K +19,548 New
Natixis Advisors
187
Natixis Advisors
Massachusetts
$616K -$416K -12,700 -40%
VanEck Associates
188
VanEck Associates
New York
$614K +$49.9K +1,526 +9%
CAS
189
Coppell Advisory Solutions
Texas
$612K +$612K +18,711 New
SOS
190
Silver Oak Securities
Tennessee
$608K -$333K -10,191 -35%
ProShare Advisors
191
ProShare Advisors
Maryland
$608K -$187K -5,731 -24%
AR
192
Apeiron RIA
Texas
$605K -$14K -427 -2%
BWA
193
BlueChip Wealth Advisors
Georgia
$603K +$240K +7,340 +66%
YIH
194
Y-Intercept (HK)
Hong Kong
$602K +$602K +18,413 New
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$601K -$55.5K -1,697 -8%
FA
196
Fiduciary Alliance
South Carolina
$586K -$60.7K -1,861 -9%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$561K -$393K -12,031 -41%
NAM
198
Nissay Asset Management
Japan
$554K +$37.3K +1,141 +7%
SCM
199
Sage Capital Management
New Jersey
$548K -$16.4K -502 -3%
GWM
200
Geneos Wealth Management
Colorado
$538K +$7.16K +219 +1%
6 7
8
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