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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
LSIA
276
LaSalle St. Investment Advisors
Illinois
$284K +$289K +7,590 New
A
277
AlphaQuest
New York
$281K -$1.82M -47,843 -86%
Corient Private Wealth
278
Corient Private Wealth
Florida
$277K -$1.03K -27 -0.4%
ASN
279
Advisory Services Network
Georgia
$276K -$22.2K -583 -7%
PFA
280
Plotkin Financial Advisors
Maryland
$274K
RA
281
RFG Advisory
Alabama
$268K +$3.81K +100 +1%
SA
282
Sanctuary Advisors
Indiana
$267K -$114 -3 -0%
AWM
283
Accurate Wealth Management
Florida
$264K -$4K -105 -1%
ACM
284
Aster Capital Management
United Arab Emirates
$262K +$261K +6,855 +5,154%
ECM
285
Evergreen Capital Management
Washington
$260K +$57.6K +1,513 +28%
LA
286
LexAurum Advisors
Kansas
$258K +$24.2K +636 +10%
PA
287
Profund Advisors
Maryland
$258K +$19.7K +518 +8%
AA
288
Advisory Alpha
Michigan
$257K -$16K -421 -6%
KB
289
Kimelman & Baird
New York
$252K
MWA
290
Monograph Wealth Advisors
California
$249K
4A
291
4Wealth Advisors
Illinois
$243K +$248K +6,500 New
CCM
292
Coldstream Capital Management
Washington
$242K
BBNA
293
Bremer Bank National Association
Minnesota
$242K
1C
294
111 Capital
France
$241K +$245K +6,426 New
ACG
295
Allen Capital Group
Nebraska
$237K
CH
296
Canton Hathaway
Rhode Island
$235K
PAW
297
Plan A Wealth
Nebraska
$234K +$238K +6,254 New
TBWA
298
Three Bridge Wealth Advisors
California
$234K
BAM
299
Belpointe Asset Management
Nevada
$227K -$20.7K -544 -8%
GHA
300
GW Henssler & Associates
Georgia
$227K

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.