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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
OLVIG
151
Oliver Lagore Vanvalin Investment Group
Michigan
$1.16M +$17K +447 +1%
New York State Teachers Retirement System (NYSTRS)
152
New York State Teachers Retirement System (NYSTRS)
New York
$1.13M
ET
153
Entropy Technologies
New York
$1.12M +$422K +11,083 +59%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$1.1M -$377K -9,899 -25%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$1.08M
II
156
IFM Investors
Australia
$1.06M -$2.17K -57 -0.2%
FCM
157
FJ Capital Management
Virginia
$1.06M -$11.3K -296 -1%
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$1.05M
Cerity Partners
159
Cerity Partners
New York
$1.03M -$107K -2,808 -9%
PI
160
PFG Investments
New York
$1.02M -$63.6K -1,670 -6%
PFSRSONJ
161
Police & Firemen's Retirement System of New Jersey
New Jersey
$980K +$996K +26,152 New
KK
162
KLP Kapitalforvaltning
Norway
$972K +$987K +25,900 New
SMDAM
163
Sumitomo Mitsui DS Asset Management
Japan
$972K +$128K +3,354 +15%
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$967K +$52.1K +1,369 +6%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$937K -$6.29K -165 -0.7%
Lazard Asset Management
166
Lazard Asset Management
New York
$932K +$295K +7,740 +45%
Squarepoint
167
Squarepoint
New York
$922K +$533 +14 +0.1%
FPGK
168
Financial Partners Group (Kansas)
Kansas
$919K -$47.5K -1,247 -5%
DFG
169
Dynamic Financial Group
Iowa
$886K +$901K +23,647 New
CAM
170
Cresset Asset Management
Illinois
$879K -$16.8K -441 -2%
VanEck Associates
171
VanEck Associates
New York
$871K +$82.1K +2,155 +10%
TG
172
TCW Group
California
$861K +$876K +22,996 New
AWA
173
Arete Wealth Advisors
Illinois
$858K -$208K -5,464 -19%
WA
174
Waverly Advisors
Alabama
$851K -$26.9K -706 -3%
DFCM
175
Dark Forest Capital Management
Puerto Rico
$849K +$863K +22,666 New

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.