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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
BWA
201
BlueChip Wealth Advisors
Georgia
$655K -$36.3K -952 -5%
SPC
202
Sigma Planning Corp
Michigan
$641K -$45K -1,181 -6%
SCM
203
Sage Capital Management
New Jersey
$633K +$2.21K +58 +0.3%
EWM
204
EPG Wealth Management
Georgia
$611K -$99.3K -2,606 -14%
MHS
205
M Holdings Securities
Oregon
$609K -$38.1K -1,000 -6%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$591K +$601K +15,766 New
VCAM
207
Van Cleef Asset Management
Ohio
$588K
PL
208
Perpetual Ltd
Australia
$579K +$167K +4,380 +40%
RIL
209
Rothschild Investment LLC
Illinois
$562K +$1.33K +35 +0.2%
AIP
210
Ameritas Investment Partners
Nebraska
$557K +$23.8K +624 +4%
T
211
Transce3nd
Texas
$553K +$557K +14,635 New
CSWM
212
Cassady Schiller Wealth Management
Ohio
$542K
AFAS
213
Acorn Financial Advisory Services
Virginia
$542K +$495 +13 +0.1%
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$541K -$32.8K -862 -6%
GWM
215
Geneos Wealth Management
Colorado
$536K -$33.2K -872 -6%
WDL
216
Well Done LLC
Michigan
$528K
MGP
217
Metis Global Partners
California
$526K +$54.6K +1,434 +11%
MW
218
Marcum Wealth
Ohio
$526K +$648 +17 +0.1%
HI
219
Hendershot Investments
Virginia
$520K -$305 -8 -0.1%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$515K
CAAS
221
Capital Asset Advisory Services
Michigan
$494K -$7.85K -206 -2%
AWM
222
Axxcess Wealth Management
California
$494K -$7.85K -206 -2%
AR
223
Apeiron RIA
Texas
$494K -$63.5K -1,666 -11%
SMG
224
Smart Money Group
Texas
$490K +$2.63K +69 +0.5%
Allspring Global Investments
225
Allspring Global Investments
North Carolina
$488K +$496K +13,019 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.