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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

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

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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$7.31M -$25.7K -675 -0.3%
Citigroup
52
Citigroup
New York
$7.25M +$608K +15,954 +9%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$6.81M +$1.63M +42,710 +31%
AllianceBernstein
54
AllianceBernstein
Tennessee
$6.77M -$135K -3,555 -2%
Mariner
55
Mariner
Kansas
$6.36M +$1.18K +31 +0%
IFG
56
Independent Financial Group
California
$6.1M +$974K +25,573 +19%
Nomura Asset Management
57
Nomura Asset Management
Japan
$6.08M +$336K +8,820 +6%
PCIA
58
Prime Capital Investment Advisors
Kansas
$5.53M -$582K -15,274 -9%
ML
59
McAdam LLC
Pennsylvania
$5.46M -$142K -3,717 -2%
CF
60
Centaurus Financial
California
$5.01M -$90.4K -2,372 -2%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$4.98M -$56.7K -1,489 -1%
SOADOR
62
State of Alaska Department of Revenue
Alaska
$4.81M +$13.1K +344 +0.3%
Amundi
63
Amundi
France
$4.75M +$1.58M +41,595 +47%
Prudential Financial
64
Prudential Financial
New Jersey
$4.69M -$213K -5,600 -4%
SCM
65
Sophron Capital Management
New Jersey
$4.58M +$4.66M +122,317 New
Aberdeen Group
66
Aberdeen Group
United Kingdom
$4.56M +$582K +15,274 +14%
MWM
67
Modern Wealth Management
Kansas
$4.4M +$1.57M +41,205 +54%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.29M -$45.6K -1,198 -1%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$4.17M +$839K +22,033 +25%
Raymond James Financial
70
Raymond James Financial
Florida
$4.14M +$4.21M +110,553 New
HSBC Holdings
71
HSBC Holdings
United Kingdom
$3.94M +$359K +9,422 +10%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$3.76M -$42.8K -1,123 -1%
EP
73
Edgestream Partners
New Jersey
$3.73M +$3.79M +99,621 New
MOACM
74
Mutual of America Capital Management
New York
$3.66M +$2.93K +77 +0.1%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$3.55M -$3.95M -103,660 -52%
1 2
3
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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.