PECO icon

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.

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
Norges Bank
1
Norges Bank
Norway
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$7.48M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
American Century Companies
4
American Century Companies
Missouri
$1.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$278M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$811M 21,511,703 +97,470 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$726M 19,239,429 +9,554 +0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$278M 7,375,954 -299,097 -4%
State Street
4
State Street
Massachusetts
$267M 7,068,684 +18,429 +0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$120M 3,190,836 +19,205 +0.6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$99.6M 2,640,375 -184,119 -7%
Charles Schwab
7
Charles Schwab
California
$79M 2,094,331 +102,519 +5%
Macquarie Group
8
Macquarie Group
Australia
$58.7M 1,556,473 -36,859 -2%
DPIM
9
Duff & Phelps Investment Management
Illinois
$55.6M 1,474,130 +492,160 +50%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$54.7M 1,449,692 -108,829 -7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$50.5M 1,337,878 +87,147 +7%
Northern Trust
12
Northern Trust
Illinois
$50.3M 1,334,437 +616 +0%
Morgan Stanley
13
Morgan Stanley
New York
$48M 1,273,961 +242,371 +23%
CIM
14
Centersquare Investment Management
Pennsylvania
$42.8M 1,135,354 +1,088,604 +2,329%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$42.7M 1,131,368 -16,214 -1%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$41.8M 1,108,716 +56,897 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$36.4M 964,559 -141,718 -13%
Legal & General Group
18
Legal & General Group
United Kingdom
$34.1M 903,347 -92,387 -9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$32.1M 851,939 -49,262 -5%
Goldman Sachs
20
Goldman Sachs
New York
$31.7M 841,616 +215,580 +34%
UBS AM
21
UBS AM
Illinois
$28.9M 765,822 +615,076 +408%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$27.5M 730,398 -153,469 -17%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$22.1M 586,125 -174,196 -23%
Principal Financial Group
24
Principal Financial Group
Iowa
$21.8M 577,930 -26,550 -4%
Millennium Management
25
Millennium Management
New York
$19.4M 514,112 +257,398 +100%
1
2 3 4 5