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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
CM
426
Capula Management
Cayman Islands
-$254K -6,730 Closed
EC
427
EntryPoint Capital
New York
-$250K -6,627 Closed
PD
428
Point72 (DIFC)
United Arab Emirates
-$243K -6,449 Closed
PAS
429
Point72 Asia (Singapore)
Singapore
-$241K -6,403 Closed
CM
430
Columbus Macro
Pennsylvania
-$225K -5,975 Closed
RSWM
431
Robertson Stephens Wealth Management
California
-$221K -5,847 Closed
XT
432
XTX Topco
Cayman Islands
-$215K -5,711 Closed
FTDI
433
First Trust Direct Indexing
Massachusetts
-$206K -5,471 Closed
FPAS
434
Focus Partners Advisor Solutions
Missouri
-$200K -5,311 Closed
PHK
435
Point72 Hong Kong
Hong Kong
-$192K -5,097 Closed
CFM
436
Catalyst Funds Management
Australia
-$124K -3,300 Closed
VI
437
Vestcor Inc
New Brunswick, Canada
-$107K -2,841 Closed
JIP
438
Jaffetilchin Investment Partners
Florida
-$84.1K -2,230 Closed
HGERS
439
Householder Group Estate & Retirement Specialist
Arizona
-$47K -1,263 Closed
HGA
440
Hobbs Group Advisors
South Carolina
-$45.3K -1,201 Closed
CTC
441
Central Trust Company
Missouri
-$37.7K -1,000 Closed
Simplex Trading
442
Simplex Trading
Illinois
-$22.4K -589 Closed
SWA
443
SOA Wealth Advisors
New York
-$12.5K -332 Closed
AssetMark Inc
444
AssetMark Inc
California
-$6.15K -163 Closed
FNWA
445
Financial Network Wealth Advisors
Utah
-$566 -15 Closed
MFG
446
Mendota Financial Group
Wisconsin
-$378 -10 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.