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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 %
JSW
201
Journey Strategic Wealth
New Jersey
$537K +$137K +4,198 +34%
First Trust Advisors
202
First Trust Advisors
Illinois
$535K -$3.58M -109,565 -87%
SIS
203
Sound Income Strategies
Florida
$520K -$176K -5,380 -25%
VCAM
204
Van Cleef Asset Management
Ohio
$514K -$103K -3,149 -17%
AFAS
205
Acorn Financial Advisory Services
Virginia
$505K – – –
AIM
206
Aigen Investment Management
New York
$482K +$482K +14,746 New
KA
207
Kovack Advisors
Florida
$475K -$220K -6,713 -32%
MW
208
Marcum Wealth
Ohio
$469K +$58.9K +1,802 +14%
AIP
209
Ameritas Investment Partners
Nebraska
$466K – – –
SMG
210
Smart Money Group
Texas
$459K -$32.5K -926 -7%
HI
211
Hendershot Investments
Virginia
$455K -$4.42K -135 -1%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$450K – – –
AWM
213
Axxcess Wealth Management
California
$438K -$27.2K -833 -6%
IP
214
Ignite Planners
California
$434K +$7.74K +237 +2%
CAAS
215
Capital Asset Advisory Services
Michigan
$430K -$70.4K -2,193 -14%
CB
216
Cadence Bank
Mississippi
$419K +$43K +1,314 +11%
IAA
217
Independent Advisor Alliance
North Carolina
$414K – – –
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$413K -$49.6K -1,514 -11%
BPA
219
Beacon Pointe Advisors
California
$410K -$125K -3,827 -23%
CCG
220
Catalina Capital Group
California
$409K -$268K -8,191 -40%
BHWM
221
Beaird Harris Wealth Management
Texas
$408K – – –
AG
222
Algert Global
California
$403K +$403K +12,309 New
FW
223
Fairway Wealth
Ohio
$398K -$303K -9,259 -43%
OAC
224
OMERS Administration Corp
Ontario, Canada
$386K +$72K +2,200 +23%
TC
225
TownSquare Capital
Utah
$380K +$154K +4,720 +68%
7 8
9
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