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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$774M 21,582,532 +322,686 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$694M 19,337,030 +577,445 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$271M 7,556,384 -527,238 -7%
State Street
4
State Street
Massachusetts
$256M 7,109,761 +446,718 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$113M 3,142,088 -1,120,452 -26%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$110M 3,061,754 -25,460 -0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$108M 3,017,735 +144,854 +5%
Charles Schwab
8
Charles Schwab
California
$70.4M 1,962,099 +89,623 +5%
Macquarie Group
9
Macquarie Group
Australia
$56.7M 1,579,472 -40,187 -2%
Northern Trust
10
Northern Trust
Illinois
$51.7M 1,441,552 -104,222 -7%
Norges Bank
11
Norges Bank
Norway
$51.2M 1,426,994 +95,792 +7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$42M 1,170,077 +826,891 +241%
Legal & General Group
13
Legal & General Group
United Kingdom
$40M 1,115,986 +11,611 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$38.7M 1,078,666 +52,017 +5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$38.4M 1,070,956 +152,291 +17%
GA
16
GRS Advisors
Illinois
$37.5M 1,045,540 +331,675 +46%
Morgan Stanley
17
Morgan Stanley
New York
$36.1M 1,007,416 -824,130 -45%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$28.9M 807,049 +12,815 +2%
CA
19
Cetera Advisors
Colorado
$28.4M 791,147 +297,945 +60%
UBS AM
20
UBS AM
Illinois
$27.2M 758,492 -45,592 -6%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$27.2M 758,406 -2,685 -0.4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$23.8M 663,890 +255,291 +62%
Holocene Advisors
23
Holocene Advisors
New York
$23.7M 659,811 +15,186 +2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$23.7M 659,542 -214,813 -25%
Principal Financial Group
25
Principal Financial Group
Iowa
$22.7M 633,707 +10,767 +2%
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