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Phillips Edison & Co
PECO

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: 402 → 403 (+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

Top Buyers

1
BlackRock
BlackRock
New York
+$23.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.1M
3
Goldman Sachs
Goldman Sachs
New York
+$20.6M
4
ECM
ExodusPoint Capital Management
New York
+$14.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.7M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
-$42.8M
2
SSA
Schonfeld Strategic Advisors
New York
-$9.17M
3
Morgan Stanley
Morgan Stanley
New York
-$8.63M
4
Macquarie Group
Macquarie Group
Australia
-$7.58M
5
ERSOT
Employees Retirement System of Texas
Texas
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.23B -$26.6K -697 -1%
BlackRock
2
BlackRock
New York
$829M +$23.6M +619,078 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$724M +$3.16M +82,913 +0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$282M +$6.17M +161,963 +2%
State Street
5
State Street
Massachusetts
$273M +$7.98M +209,559 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$119M -$340K -8,932 -0.3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$113M +$14.7M +385,983 +15%
Charles Schwab
8
Charles Schwab
California
$80.4M +$1.95M +51,186 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$65.1M +$23.1M +606,055 +54%
Northern Trust
10
Northern Trust
Illinois
$63.3M +$13.6M +356,368 +27%
Norges Bank
11
Norges Bank
Norway
$56M +$525K +13,779 +0.9%
DPIM
12
Duff & Phelps Investment Management
Illinois
$54.6M -$653K -17,155 -1%
Alyeska Investment Group
13
Alyeska Investment Group
Illinois
$53.1M -$1.24M -32,507 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$52.3M +$2.25M +59,059 +4%
Goldman Sachs
15
Goldman Sachs
New York
$51.8M +$20.6M +541,474 +64%
Macquarie Group
16
Macquarie Group
Australia
$50.8M -$7.58M -199,028 -13%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$41.3M -$199K -5,225 -0.5%
Morgan Stanley
18
Morgan Stanley
New York
$39.2M -$8.63M -226,466 -18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$36.3M +$192K +5,033 +0.5%
Legal & General Group
20
Legal & General Group
United Kingdom
$31.5M -$2.4M -62,941 -7%
N
21
Nuveen
North Carolina
$31.2M +$3.87M +101,719 +14%
UBS AM
22
UBS AM
Illinois
$29.4M +$766K +20,106 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$29.1M -$2.85M -74,697 -9%
ACM
24
AEW Capital Management
Massachusetts
$23.5M +$7.65M +200,819 +47%
Principal Financial Group
25
Principal Financial Group
Iowa
$22.3M +$657K +17,235 +3%
1
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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.