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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
CFG
126
Cooper Financial Group
California
$1.56M +$76 +2 +0%
BCM
127
Brookstone Capital Management
Illinois
$1.56M -$165K -4,325 -9%
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$1.55M -$3.05K -80 -0.2%
American Century Companies
129
American Century Companies
Missouri
$1.54M +$51.5K +1,352 +3%
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$1.52M -$5.56K -146 -0.4%
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$1.45M +$35.6K +934 +2%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$1.43M -$2.42M -63,435 -62%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$1.42M
ProShare Advisors
134
ProShare Advisors
Maryland
$1.39M +$434K +11,390 +44%
AB
135
Amalgamated Bank
New York
$1.35M -$2.02K -53 -0.1%
ASRS
136
Arizona State Retirement System
Arizona
$1.33M +$11K +290 +0.8%
FG
137
Foresight Group
United Kingdom
$1.32M +$1.35M +35,529 New
SWM
138
Spire Wealth Management
Virginia
$1.31M +$2.67K +70 +0.2%
UM
139
UniSuper Management
Australia
$1.29M
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$1.28M +$15.8K +415 +1%
CFG
141
Certior Financial Group
Pennsylvania
$1.27M +$1.29M +33,859 New
CA
142
Calton & Associates
Florida
$1.26M -$139K -3,653 -10%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$1.25M -$47.7K -1,252 -4%
AWM
144
Accel Wealth Management
Iowa
$1.24M -$33.4K -878 -3%
HighTower Advisors
145
HighTower Advisors
Illinois
$1.24M +$60.9K +1,598 +5%
Jane Street
146
Jane Street
New York
$1.22M -$5.33M -140,037 -81%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$1.22M +$165K +4,320 +15%
Victory Capital Management
148
Victory Capital Management
Texas
$1.2M -$46.1K -1,209 -4%
BCI
149
Brinker Capital Investments
Pennsylvania
$1.17M -$130K -3,413 -10%
OPS
150
Orion Portfolio Solutions
Nebraska
$1.17M -$130K -3,413 -10%

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.