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Phillips Edison & Co
PECO

403 hedge funds and large institutions have $6.08B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $277K

61% more capital invested

Capital invested by funds: $3.76B → $6.08B (+$2.31B)

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

2.22% more ownership

Funds ownership: 81.56% → 83.78% (+2.2%)

0% more funds holding

Funds holding: 402 → 403 (+1)

Holders
403
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
143
Reduced
127
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.56M
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$23.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.1M
3
Goldman Sachs
Goldman Sachs
New York
+$20.6M
4
ECM
ExodusPoint Capital Management
New York
+$14.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
CIM
Centersquare Investment Management
Pennsylvania
-$42.8M
2
SSA
Schonfeld Strategic Advisors
New York
-$9.17M
3
Morgan Stanley
Morgan Stanley
New York
-$8.63M
4
Macquarie Group
Macquarie Group
Australia
-$7.58M
5
ERSOT
Employees Retirement System of Texas
Texas
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
226
Journey Strategic Wealth
New Jersey
$486K -$152K -4,000 -24%
FRM
227
Fox Run Management
Connecticut
$482K +$490K +12,874 New
CCG
228
Catalina Capital Group
California
$477K +$6.59K +173 +1%
M&T Bank
229
M&T Bank
New York
$473K +$66.1K +1,736 +16%
BPA
230
Beacon Pointe Advisors
California
$470K – – –
FW
231
Fairway Wealth
Ohio
$456K – – –
WEG
232
World Equity Group
Illinois
$445K +$226K +5,936 +100%
SIS
233
Sound Income Strategies
Florida
$436K -$27.3K -716 -6%
CWM
234
CIBC World Markets
New York
$430K +$438K +11,491 New
HR
235
Hardy Reed
Mississippi
$430K – – –
CB
236
Cadence Bank
Mississippi
$430K – – –
KA
237
Kovack Advisors
Florida
$429K -$6.48K -170 -1%
AIFS
238
A&I Financial Services
Colorado
$412K +$418K +10,986 New
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$408K +$161K +4,228 +63%
SAG
240
SageView Advisory Group
California
$407K +$414K +10,876 New
CCMG
241
Clark Capital Management Group
Pennsylvania
$406K – – –
VCM
242
Vivaldi Capital Management
Illinois
$402K – – –
SFGP
243
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$402K +$409K +10,731 New
HT
244
Headlands Technologies
Illinois
$396K +$403K +10,573 New
IAA
245
Independent Advisor Alliance
North Carolina
$388K +$2.44K +64 +0.6%
AQR Capital Management
246
AQR Capital Management
Connecticut
$384K +$100K +2,632 +35%
HC
247
Henshaw Capital
Massachusetts
$384K – – –
CFGS
248
Concourse Financial Group Securities
Alabama
$379K -$12K -316 -3%
BTWM
249
Brass Tax Wealth Management
Ohio
$375K – – –
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$365K – – –
8 9
10
11 12

PECO Hedge Fund Activity: Q4 2024 in Review

403 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Phillips Edison & Co (PECO) for Q4 2024, worth a combined $6.08B — up 61% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new PECO positions and 43 closed out — a net gain of 7 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $42.8M sold.

  • 403 institutional investors held Phillips Edison & Co (PECO) as of Q4 2024, up from 402 in Q3 2024.
  • Funds reported $6.08B of Phillips Edison & Co stock for Q4 2024, up 61% quarter-over-quarter.
  • 50 funds opened new Phillips Edison & Co positions in Q4 2024 and 43 closed out, a net change of +7 holders.
  • The largest Phillips Edison & Co buyer in Q4 2024 was BlackRock, an estimated $23.6M added.
  • The largest Phillips Edison & Co seller in Q4 2024 was Centersquare Investment Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q4 2024.