We are live on ! Find out more
PECO icon

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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
KAS
76
Kestra Advisory Services
Texas
$3.44M +$1.72M +45,068 +97%
First Trust Advisors
77
First Trust Advisors
Illinois
$3.36M +$277K +7,271 +9%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M -$770K -20,206 -18%
AAS
79
Ameritas Advisory Services
Nebraska
$3.15M -$970K -25,461 -23%
MCC
80
Money Concepts Capital
Florida
$3.07M +$49.2K +1,291 +2%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$3.04M +$388K +10,183 +14%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$3.02M +$92.3K +2,423 +3%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$2.99M +$307K +8,065 +11%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$2.96M +$892K +23,426 +42%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$2.92M +$2.97M +77,976 New
MIM
86
MetLife Investment Management
New Jersey
$2.92M +$163K +4,281 +6%
Wells Fargo
87
Wells Fargo
California
$2.87M +$663K +17,392 +29%
DWM
88
Diversify Wealth Management
Utah
$2.78M -$254K -6,677 -8%
HCA
89
Harbor Capital Advisors
Illinois
$2.71M +$22.6K +594 +0.8%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$2.71M +$43K +1,130 +2%
Mirae Asset Global ETFs Holdings
91
Mirae Asset Global ETFs Holdings
Hong Kong
$2.62M +$105K +2,749 +4%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.59M -$38.6K -1,013 -1%
AWS
93
Atria Wealth Solutions
New York
$2.54M +$21.6K +568 +0.8%
JWCA
94
J.W. Cole Advisors
Florida
$2.49M -$84.6K -2,222 -3%
MAM
95
Martingale Asset Management
Massachusetts
$2.48M +$2.52M +66,160 New
COPPSERS
96
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.47M +$700K +18,379 +39%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$2.46M +$878K +23,049 +54%
CF
98
Corebridge Financial
Texas
$2.45M -$194K -5,100 -7%
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$2.45M +$105K +2,752 +4%
ODG
100
O'Dell Group
Ohio
$2.4M -$59.2K -1,554 -2%
2 3
4
5 6

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.