We are live on ! Find out more
PECO icon

Phillips Edison & Co

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: 402403 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AOG
251
Alpha Omega Group
Virginia
$363K
BCM
252
Beck Capital Management
Texas
$359K -$45.3K -1,188 -11%
PFPT
253
Pinnacle Financial Partners (Tennessee)
Tennessee
$349K
IP
254
Ignite Planners
California
$349K -$82.7K -2,171 -19%
EI
255
Ellevest Inc
New York
$348K +$1.26K +33 +0.4%
AGC
256
Aspen Grove Capital
Colorado
$347K
MML Investors Services
257
MML Investors Services
Massachusetts
$337K +$2.44K +64 +0.7%
SC
258
Savant Capital
Illinois
$337K +$2.59K +68 +0.8%
RCM
259
Raleigh Capital Management
North Carolina
$333K -$27.8K -729 -8%
NFSG
260
Newbridge Financial Services Group
Florida
$332K +$114 +3 +0%
X
261
Xponance
Pennsylvania
$330K +$29.3K +770 +10%
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$329K +$38.3K +1,005 +13%
FHC
263
First Heartland Consultants
Missouri
$327K -$73.5K -1,929 -18%
MFG
264
Midwest Financial Group
Kansas
$324K
EWA
265
EP Wealth Advisors
California
$322K +$328K +8,607 New
CP
266
Castleview Partners
Texas
$322K -$14.6K -384 -4%
PAI
267
Pittenger & Anderson Inc
Nebraska
$314K
Mackenzie Financial
268
Mackenzie Financial
Ontario, Canada
$313K -$267 -7 -0.1%
TC
269
TownSquare Capital
Utah
$311K +$87.5K +2,298 +38%
US Bancorp
270
US Bancorp
Minnesota
$310K +$61.6K +1,616 +24%
AFP
271
Ausdal Financial Partners
Iowa
$309K +$1.6K +42 +0.5%
PAM
272
Peak Asset Management
Colorado
$308K
CIC
273
Cornercap Investment Counsel
Georgia
$296K -$157K -4,110 -34%
PAG
274
Private Advisor Group
New Jersey
$290K -$9.71K -255 -3%
RCAG
275
Rehmann Capital Advisory Group
Michigan
$285K

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.