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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$700M 21,414,233 -168,299 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$629M 19,229,875 -107,155 -0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$251M 7,675,051 +118,667 +2%
State Street
4
State Street
Massachusetts
$231M 7,050,255 -59,506 -0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$104M 3,171,631 +153,896 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$92.4M 2,824,494 -317,594 -10%
Charles Schwab
7
Charles Schwab
California
$65.2M 1,991,812 +29,713 +2%
Macquarie Group
8
Macquarie Group
Australia
$52.1M 1,593,332 +13,860 +0.9%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$51M 1,558,521 +1,230,965 +376%
Norges Bank
10
Norges Bank
Norway
$48.4M 1,480,544 +53,550 +4%
Northern Trust
11
Northern Trust
Illinois
$43.6M 1,333,821 -107,731 -7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$40.9M 1,250,731 +179,775 +17%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$37.5M 1,147,582 +488,040 +74%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$36.2M 1,106,277 +27,611 +3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$34.4M 1,051,819 -2,009,935 -66%
Morgan Stanley
16
Morgan Stanley
New York
$33.7M 1,031,590 +24,174 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$32.6M 995,734 -120,252 -11%
DPIM
18
Duff & Phelps Investment Management
Illinois
$32.1M 981,970 +981,970 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$29.5M 901,201 -268,876 -23%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$28.9M 883,867 +76,818 +10%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$24.9M 760,321 +1,915 +0.3%
Goldman Sachs
22
Goldman Sachs
New York
$20.5M 626,036 +448,021 +252%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$19.9M 609,499 -54,391 -8%
Principal Financial Group
24
Principal Financial Group
Iowa
$19.8M 604,480 -29,227 -5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$14.5M 442,061 -80,211 -15%
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