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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
SWM
326
Sanctuary Wealth Management
Idaho
$115K – – –
BTI
327
Blue Trust Inc
Georgia
$113K +$23K +603 +25%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$106K +$571 +15 +0.5%
GRP
329
Global Retirement Partners
California
$96.4K – – –
SR
330
Syntax Research
Florida
$94.7K – – –
WT
331
Whittier Trust
California
$93.6K – – –
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$92.9K -$57.6K -1,511 -38%
GFM
333
GF Fund Management
China
$83.4K +$84.8K +2,226 New
CIA
334
Cape Investment Advisory
Georgia
$82.8K – – –
Fidelity International
335
Fidelity International
Bermuda
$80.7K +$12.4K +325 +18%
SPIA
336
Steward Partners Investment Advisory
New York
$68K – – –
KI
337
Kapitalo Investimentos
Brazil
$67.5K +$68.6K +1,802 New
PPWM
338
PFG Private Wealth Management
Florida
$61.1K – – –
EWA
339
EverSource Wealth Advisors
Alabama
$61K +$6.93K +182 +13%
AF
340
Allworth Financial
California
$58K +$30K +788 +95%
QCG
341
Quadrant Capital Group
Ohio
$57.7K +$2.02K +53 +4%
VWM
342
Venturi Wealth Management
Texas
$55.2K – – –
HWA
343
HHM Wealth Advisors
Tennessee
$54.8K – – –
SOW
344
State of Wyoming
Wyoming
$54K +$54.9K +1,441 New
PWMG
345
Prestige Wealth Management Group
New Jersey
$50.1K – – –
ST
346
Smithfield Trust
Pennsylvania
$47K – – –
SVCP
347
Silicon Valley Capital Partners
California
$44.7K +$381 +10 +0.8%
AIC
348
Archer Investment Corporation
Indiana
$41.7K – – –
AF
349
Advisornet Financial
Minnesota
$37.7K – – –
TCM
350
Tradewinds Capital Management
Washington
$37.5K – – –
12 13
14
15 16

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.