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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
CAWM
401
Capital A Wealth Management
Pennsylvania
$75 +$76 +2 New
DWM
402
Dogwood Wealth Management
Kansas
$36
CAM
403
Creekmur Asset Management
Illinois
$31 -$38 -1 -50%
CIM
404
Centersquare Investment Management
Pennsylvania
-$42.8M -1,135,354 Closed
SSA
405
Schonfeld Strategic Advisors
New York
-$9.17M -243,298 Closed
ERSOT
406
Employees Retirement System of Texas
Texas
-$6.41M -170,000 Closed
SO
407
STRS Ohio
Ohio
-$5.34M -141,700 Closed
IAIM
408
International Assets Investment Management
Florida
-$2.76K -104,117 Closed
CSS
409
Cubist Systematic Strategies
Connecticut
-$1.96M -52,006 Closed
Man Group
410
Man Group
United Kingdom
-$1.91M -50,729 Closed
SPS
411
Susquehanna Portfolio Strategies
Pennsylvania
-$1.61M -42,813 Closed
D.E. Shaw & Co
412
D.E. Shaw & Co
New York
-$1.39M -36,948 Closed
SG Americas Securities
413
SG Americas Securities
New York
-$1.08M -28,593 Closed
Janney Montgomery Scott
414
Janney Montgomery Scott
Pennsylvania
-$1.03M -27,449 Closed
UOC
415
UBS O'Connor
Illinois
-$977K -25,909 Closed
Point72 Asset Management
416
Point72 Asset Management
Connecticut
-$588K -15,600 Closed
FC
417
FORA Capital
Florida
-$548K -14,529 Closed
TSS
418
Two Sigma Securities
New York
-$489K -12,978 Closed
Connor, Clark & Lunn Investment Management (CC&L)
419
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$468K -12,409 Closed
BCM
420
Bayesian Capital Management
New York
-$437K -11,600 Closed
SF
421
Synovus Financial
Georgia
-$376K -9,960 Closed
CC
422
Centiva Capital
New York
-$318K -8,442 Closed
FIA
423
Foundations Investment Advisors
Arizona
-$307K -8,151 Closed
MCA
424
MSH Capital Advisors
Arizona
-$289K -7,670 Closed
CANY
425
Caxton Associates (New York)
New York
-$265K -7,018 Closed

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.