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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 %
CCP
176
Carmel Capital Partners
California
$848K – – –
IWM
177
IHT Wealth Management
Illinois
$833K +$377 +10 +0%
LWM
178
Lakeridge Wealth Management
Ohio
$828K -$65.1K -1,727 -7%
EE
179
EWG Elevate
California
$792K – – –
VanEck Associates
180
VanEck Associates
New York
$781K +$85.7K +2,316 +12%
BB
181
Bell Bank
North Dakota
$773K – – –
VDI
182
Vaughan David Investments
Illinois
$750K – – –
ETC
183
Exchange Traded Concepts
Oklahoma
$742K +$742K +19,675 New
WHG
184
Westwood Holdings Group
Texas
$735K -$4.53M -120,000 -86%
OIA
185
OneDigital Investment Advisors
Kansas
$732K -$72.3K -1,916 -9%
AI
186
Atom Investors
Texas
$719K -$98.8K -2,621 -12%
EWM
187
EPG Wealth Management
Georgia
$713K +$713K +18,912 New
ET
188
Entropy Technologies
New York
$712K +$712K +18,871 New
BWA
189
BlueChip Wealth Advisors
Georgia
$695K – – –
SPC
190
Sigma Planning Corp
Michigan
$689K -$75.2K -1,993 -10%
FA
191
Fiduciary Alliance
South Carolina
$677K – – –
SOS
192
Silver Oak Securities
Tennessee
$677K – – –
CAS
193
Coppell Advisory Solutions
Texas
$671K -$25.7K -690 -4%
NAM
194
Nissay Asset Management
Japan
$671K +$32.9K +873 +5%
MHS
195
M Holdings Securities
Oregon
$651K -$300K -7,967 -32%
Lazard Asset Management
196
Lazard Asset Management
New York
$646K +$346K +9,180 +115%
JSW
197
Journey Strategic Wealth
New Jersey
$640K +$20.3K +537 +3%
SCM
198
Sage Capital Management
New Jersey
$635K +$2.94K +78 +0.5%
ATIA
199
American Trust Investment Advisors
New Hampshire
$598K +$598K +15,860 New
VCAM
200
Van Cleef Asset Management
Ohio
$592K – – –
6 7
8
9 10