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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
HCP
351
Hexagon Capital Partners
Arkansas
$36.2K
KA
352
Kozak & Associates
Colorado
$35.9K +$305 +8 +0.8%
LIS
353
Legacy Investment Solutions
Idaho
$34.8K
LWMI
354
Legacy Wealth Management (Idaho)
Idaho
$34.8K
TRCT
355
Tower Research Capital (TRC)
New York
$34.4K -$51.3K -1,347 -59%
FIM
356
FWL Investment Management
Texas
$33.7K
CA
357
CoreCap Advisors
Michigan
$33.6K -$14.3K -375 -30%
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$28.4K
VSQM
359
V-Square Quantitative Management
Illinois
$28.1K
JGIA
360
Jackson Grant Investment Advisers
Connecticut
$26.8K
AA
361
Ancora Advisors
Ohio
$23.4K
1IA
362
1620 Investment Advisors
Massachusetts
$22.9K
CW
363
Curio Wealth
Maryland
$22.1K +$22.5K +591 New
Loomis, Sayles & Company
364
Loomis, Sayles & Company
Massachusetts
$22K +$22.2K +584 New
TWD
365
True Wealth Design
Ohio
$20.8K +$152 +4 +0.7%
IA
366
IFP Advisors
Florida
$20.5K -$1.75K -46 -9%
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$17K +$1.29K +34 +8%
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$16K -$13.3K -350 -45%
CFD
369
Creative Financial Designs
Indiana
$15.8K +$152 +4 +1%
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$15.4K +$1.18K +31 +8%
Bessemer Group
371
Bessemer Group
New Jersey
$15K +$6.89K +181 +89%
UB
372
UMB Bank
Missouri
$12.2K +$457 +12 +4%
FGC
373
Financial Gravity Companies
Texas
$11.5K
GM
374
GeoWealth Management
Illinois
$11.5K +$2.71K +71 +30%
DB
375
Danske Bank
Denmark
$11.2K -$45.7K -1,200 -80%

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.