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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
FFA
101
First Foundation Advisors
California
$2.23M -$155K -4,067 -6%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$2.22M +$3.81K +100 +0.2%
Creative Planning
103
Creative Planning
Kansas
$2.16M +$336K +8,824 +18%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.14M +$357K +9,360 +20%
NA
105
NewEdge Advisors
Louisiana
$2.12M -$65.1K -1,710 -3%
Voloridge Investment Management
106
Voloridge Investment Management
Florida
$2.08M +$487K +12,777 +30%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$2.05M +$414K +10,865 +25%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2M -$49.3K -1,293 -2%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$1.99M -$73.4K -1,926 -4%
IAN
110
Integrated Advisors Network
Texas
$1.95M -$109K -2,856 -5%
AWA
111
Arkadios Wealth Advisors
Georgia
$1.95M +$655K +17,192 +49%
SWP
112
Stratos Wealth Partners
Ohio
$1.95M -$3.05K -80 -0.2%
RDIA
113
RE Dickinson Investment Advisors
Iowa
$1.9M
Holocene Advisors
114
Holocene Advisors
New York
$1.89M -$1.31M -34,359 -41%
MA
115
Mutual Advisors
Nebraska
$1.86M +$23.5K +618 +1%
RWB
116
RMR Wealth Builders
New Jersey
$1.86M -$444K -11,660 -19%
RAM
117
Resona Asset Management
Japan
$1.84M +$42.9K +1,126 +2%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$1.77M -$495 -13 -0%
YCM
119
Yousif Capital Management
Michigan
$1.75M -$33.1K -869 -2%
MLA
120
My Legacy Advisors
Oregon
$1.69M -$220K -5,776 -11%
IIM
121
INTECH Investment Management
Florida
$1.65M +$788K +20,681 +89%
AWM
122
AE Wealth Management
Kansas
$1.64M +$191K +5,019 +13%
Comerica Bank
123
Comerica Bank
Texas
$1.59M -$31.3K -821 -2%
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$1.58M +$53.3K +1,400 +3%
OWA
125
Outlook Wealth Advisors
Texas
$1.56M

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.