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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
SFA
176
Sequoia Financial Advisors
Ohio
$849K +$863K +22,652 New
State of Wisconsin Investment Board
177
State of Wisconsin Investment Board
Wisconsin
$841K -$41.5K -1,089 -5%
CRC
178
Curi RMB Capital
Illinois
$841K -$15.7K -412 -2%
CCP
179
Carmel Capital Partners
California
$836K -$7.2K -189 -0.8%
LWM
180
Lakeridge Wealth Management
Ohio
$828K +$6.36K +167 +0.8%
VA
181
Vident Advisory
Georgia
$815K -$511K -13,427 -38%
HI
182
Harbour Investments
Wisconsin
$812K -$35.2K -923 -4%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$798K +$229K +6,016 +39%
EE
184
EWG Elevate
California
$787K
TC
185
TwinBeech Capital
New York
$772K -$966K -25,371 -55%
BB
186
Bell Bank
North Dakota
$768K
CDDEC
187
Caisse Des Depots Et Consignations
France
$761K +$774K +20,314 New
AI
188
Atom Investors
Texas
$760K +$46.8K +1,229 +6%
ETC
189
Exchange Traded Concepts
Oklahoma
$756K +$19.4K +510 +3%
ATIA
190
American Trust Investment Advisors
New Hampshire
$754K +$162K +4,260 +27%
VDI
191
Vaughan David Investments
Illinois
$745K
WHG
192
Westwood Holdings Group
Texas
$730K
AG
193
AmeriFlex Group
Nevada
$719K +$754K +19,799 New
IWM
194
IHT Wealth Management
Illinois
$703K -$127K -3,324 -15%
NAM
195
Nissay Asset Management
Japan
$695K +$24.9K +653 +4%
OIA
196
OneDigital Investment Advisors
Kansas
$673K -$54.9K -1,441 -7%
FA
197
Fiduciary Alliance
South Carolina
$673K
SOS
198
Silver Oak Securities
Tennessee
$671K -$20.6K -542 -3%
CAS
199
Coppell Advisory Solutions
Texas
$663K -$7.47K -196 -1%
YIH
200
Y-Intercept (HK)
Hong Kong
$657K +$668K +17,535 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.