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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
PS
376
Principal Securities
Iowa
$11.2K -$1.33K -35 -10%
FGA
377
Fortis Group Advisors
New Jersey
$11.2K +$11.4K +300 New
VWA
378
Valued Wealth Advisors
Utah
$11.2K +$38 +1 +0.3%
C
379
Covestor
United Kingdom
$10K
AWM
380
Abound Wealth Management
Tennessee
$7.85K
SAM
381
Smartleaf Asset Management
Massachusetts
$7.14K +$3.24K +85 +79%
AA
382
AlphaMark Advisors
Kentucky
$6K
CIAM
383
Caitong International Asset Management
Hong Kong
$5.73K +$5.83K +153 New
CMBA
384
C.M. Bidwell & Associates
Hawaii
$4.64K
VWA
385
VSM Wealth Advisory
Maryland
$3.91K +$3.96K +104 New
VCM
386
Versant Capital Management
Arizona
$3.63K +$3.69K +97 New
RWPA
387
Richard W. Paul & Associates
Michigan
$2.96K
SN
388
Sittner & Nelson
Oregon
$2.62K
LC
389
Lindbrook Capital
California
$1.76K
S
390
SignatureFD
Georgia
$1.35K +$724 +19 +112%
FFA
391
Farther Finance Advisors
California
$1.31K -$571 -15 -30%
HNB
392
Huntington National Bank
Ohio
$861
PA
393
Parallel Advisors
California
$712 +$724 +19 New
BIA
394
Bell Investment Advisors
California
$637
AAP
395
Arax Advisory Partners
Colorado
$338 +$343 +9 New
DF
396
Dunhill Financial
United Kingdom
$301
QL
397
Quarry LP
New York
$300 +$305 +8 New
NS
398
NBC Securities
Alabama
$290 -$330K -8,660 -100%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$263 -$38 -1 -13%
WCM
400
WealthTrak Capital Management
Virginia
$188 +$190 +5 New

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.