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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 %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$507K +$23.3K +648 +5%
HI
202
Hendershot Investments
Virginia
$503K -$1K -28 -0.2%
AQR Capital Management
203
AQR Capital Management
Connecticut
$495K +$19.6K +546 +4%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$493K – – –
ARG
205
Advisory Resource Group
Oklahoma
$485K -$421K -11,740 -46%
SG Americas Securities
206
SG Americas Securities
New York
$475K +$475K +13,234 New
ET
207
Entropy Technologies
New York
$473K -$39.1K -1,090 -8%
IP
208
Ignite Planners
California
$458K -$37K -1,054 -7%
SMG
209
Smart Money Group
Texas
$458K +$5.04K +154 +1%
IAA
210
Independent Advisor Alliance
North Carolina
$454K -$40K -1,116 -8%
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$452K -$5.9M -164,515 -93%
MW
212
Marcum Wealth
Ohio
$450K -$100K -2,798 -18%
BHWM
213
Beaird Harris Wealth Management
Texas
$448K – – –
JSW
214
Journey Strategic Wealth
New Jersey
$439K +$439K +12,231 New
FC
215
FORA Capital
Florida
$420K -$293K -8,161 -41%
FFB
216
First Financial Bankshares
Texas
$413K -$72.4K -2,017 -15%
CB
217
Cadence Bank
Mississippi
$412K -$68.4K -1,906 -14%
BWA
218
BlueChip Wealth Advisors
Georgia
$398K – – –
CFGS
219
Concourse Financial Group Securities
Alabama
$391K – – –
State Board of Administration of Florida Retirement System
220
State Board of Administration of Florida Retirement System
Florida
$388K -$711K -21,790 -65%
M&T Bank
221
M&T Bank
New York
$384K -$1.69K -47 -0.4%
FAIM
222
Financial Advocates Investment Management
Washington
$378K +$48.8K +1,361 +15%
AA
223
Advisory Alpha
Michigan
$371K +$1.94K +54 +0.5%
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$367K -$8.72K -243 -2%
AFP
225
Ausdal Financial Partners
Iowa
$357K -$65K -1,811 -15%
7 8
9
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