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Phillips Edison & Co
PECO

Overview Fund Activity

398 hedge funds and large institutions have $6.07B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
–
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
141
Reduced
126
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.57M
Net Calls Change
-$1.29M

Top Buyers

1
BlackRock
BlackRock
New York
$829M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$65.1M
3
Goldman Sachs
Goldman Sachs
New York
$51.8M
4
ECM
ExodusPoint Capital Management
New York
$18.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$113M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$0
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.23B
3
SSA
Schonfeld Strategic Advisors
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$39.2M
5
Macquarie Group
Macquarie Group
Australia
$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
201
Sigma Planning Corp
Michigan
$641K -$44.2K -1,181 -6%
SCM
202
Sage Capital Management
New Jersey
$633K +$2.17K +58 +0.3%
EWM
203
EPG Wealth Management
Georgia
$611K -$97.6K -2,606 -14%
MHS
204
M Holdings Securities
Oregon
$609K -$37.5K -1,000 -6%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$591K +$591K +15,766 New
VCAM
206
Van Cleef Asset Management
Ohio
$588K – – –
PL
207
Perpetual Ltd
Australia
$579K +$164K +4,380 +40%
RIL
208
Rothschild Investment LLC
Illinois
$562K +$1.31K +35 +0.2%
AIP
209
Ameritas Investment Partners
Nebraska
$557K +$23.4K +624 +4%
T
210
Transce3nd
Texas
$553K +$553K +14,635 New
CSWM
211
Cassady Schiller Wealth Management
Ohio
$542K – – –
AFAS
212
Acorn Financial Advisory Services
Virginia
$542K +$487 +13 +0.1%
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$541K -$32.3K -862 -6%
GWM
214
Geneos Wealth Management
Colorado
$536K -$32.7K -872 -6%
WDL
215
Well Done LLC
Michigan
$528K – – –
MGP
216
Metis Global Partners
California
$526K +$53.7K +1,434 +11%
MW
217
Marcum Wealth
Ohio
$526K +$637 +17 +0.1%
HI
218
Hendershot Investments
Virginia
$520K -$300 -8 -0.1%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$515K – – –
CAAS
220
Capital Asset Advisory Services
Michigan
$494K -$7.72K -206 -2%
AWM
221
Axxcess Wealth Management
California
$494K -$7.72K -206 -2%
AR
222
Apeiron RIA
Texas
$494K -$62.4K -1,666 -11%
SMG
223
Smart Money Group
Texas
$490K +$2.59K +69 +0.5%
Allspring Global Investments
224
Allspring Global Investments
North Carolina
$488K +$488K +13,019 New
JSW
225
Journey Strategic Wealth
New Jersey
$486K -$150K -4,000 -24%
7 8
9
10 11