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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
GWMIA
301
Global Wealth Management Investment Advisory
Florida
$226K -$153K -4,017 -40%
ARG
302
Advisory Resource Group
Oklahoma
$222K
BHCM
303
Brevan Howard Capital Management
Jersey
$221K +$225K +5,909 New
ECM
304
Everence Capital Management
Indiana
$221K -$297K -7,790 -57%
G
305
GenTrust
Florida
$219K
MWA
306
Medallion Wealth Advisors
Connecticut
$216K +$224K +5,890 New
BWP
307
Barlow Wealth Partners
Kentucky
$212K -$51.3K -1,347 -18%
EGM
308
Engineers Gate Manager
New York
$211K -$239K -6,285 -53%
MCM
309
MAI Capital Management
Ohio
$206K +$210K +5,500 New
CAM
310
Concorde Asset Management
Michigan
$203K
NB
311
Norinchukin Bank
Japan
$203K -$4.68K -123 -2%
William Blair & Company
312
William Blair & Company
Illinois
$201K -$38.1K -1,000 -16%
PWA
313
Providence Wealth Advisors
Illinois
$201K
NAS
314
NWF Advisory Services
California
$201K +$203K +5,340 New
MA
315
MCF Advisors
Kentucky
$195K +$63.7K +1,672 +47%
CA
316
Continuum Advisory
Idaho
$190K
KBC Group
317
KBC Group
Belgium
$166K +$19.9K +522 +13%
LFG
318
Larson Financial Group
Missouri
$165K +$4.04K +106 +2%
EAM
319
Eukles Asset Management
Ohio
$156K +$159K +4,174 New
FPF
320
First Pacific Financial
Washington
$140K
Mirae Asset Global Investments
321
Mirae Asset Global Investments
South Korea
$129K -$50.7K -1,332 -28%
TFGT
322
TS Financial Group (TSFG)
Illinois
$127K +$1.03K +27 +0.8%
SCM
323
Sterling Capital Management
North Carolina
$127K +$114K +3,004 +784%
ATC
324
Advantage Trust Company
Kansas
$127K
GI
325
GAMMA Investing
California
$117K -$8.38K -220 -7%

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.