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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 %
Point72 Asset Management
201
Point72 Asset Management
Connecticut
$588K +$588K +15,600 New
BCMLT
202
Beacon Capital Management LLC (Tennessee)
Tennessee
$578K -$115K -3,045 -17%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$577K -$70.6K -1,871 -11%
GWM
204
Geneos Wealth Management
Colorado
$572K -$47.6K -1,261 -8%
RIL
205
Rothschild Investment LLC
Illinois
$565K +$564K +14,945 +59,780%
AR
206
Apeiron RIA
Texas
$560K -$138K -3,661 -20%
FC
207
FORA Capital
Florida
$548K +$548K +14,529 New
CSWM
208
Cassady Schiller Wealth Management
Ohio
$546K +$546K +14,471 New
AFAS
209
Acorn Financial Advisory Services
Virginia
$545K -$37.2K -986 -6%
AIP
210
Ameritas Investment Partners
Nebraska
$537K – – –
MW
211
Marcum Wealth
Ohio
$529K -$12.1K -320 -2%
WDL
212
Well Done LLC
Michigan
$528K -$857K -22,720 -62%
HI
213
Hendershot Investments
Virginia
$524K – – –
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$519K – – –
ECM
215
Everence Capital Management
Indiana
$517K – – –
AWM
216
Axxcess Wealth Management
California
$505K – – –
SMG
217
Smart Money Group
Texas
$492K -$2.23K -59 -0.5%
TSS
218
Two Sigma Securities
New York
$489K +$489K +12,978 New
CAAS
219
Capital Asset Advisory Services
Michigan
$485K – – –
MGP
220
Metis Global Partners
California
$476K +$109K +2,893 +30%
CCG
221
Catalina Capital Group
California
$474K +$2.98K +79 +0.6%
BPA
222
Beacon Pointe Advisors
California
$473K – – –
Connor, Clark & Lunn Investment Management (CC&L)
223
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$468K +$468K +12,409 New
SIS
224
Sound Income Strategies
Florida
$466K -$134K -3,559 -22%
FW
225
Fairway Wealth
Ohio
$459K – – –
7 8
9
10 11