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Phillips Edison & Co

300 hedge funds and large institutions have $2.37B invested in Phillips Edison & Co in 2022 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 58 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,294% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 16

346% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 13

323% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.51M

222% more capital invested

Capital invested by funds: $735M → $2.37B (+$1.63B)

216% more funds holding

Funds holding: 95300 (+205)

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

52.95% less ownership

Funds ownership: 113.65%60.69% (-53%)

Holders
300
Holders Change
+205
Holders Change %
+215.79%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
223
Increased
58
Reduced
13
Closed
16
Calls
$6.38M
Puts
$1.51M
Net Calls
+$4.87M
Net Calls Change
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
226
Capital Advisory Group Advisory Services
Minnesota
$254K +$243K +7,387 New
BSW
227
Buckingham Strategic Wealth
Missouri
$251K +$240K +7,312 New
CIAS
228
Capital Investment Advisory Services
North Carolina
$247K +$236K +7,190 New
MAM
229
Meeder Asset Management
Ohio
$245K +$234K +7,116 New
BTWM
230
Baker Tilly Wealth Management
Wisconsin
$243K +$232K +7,060 New
UBS Group
231
UBS Group
Switzerland
$241K -$64K -1,951 -22%
PHK
232
Point72 Hong Kong
Hong Kong
$241K +$230K +6,996 New
CPO
233
Cerity Partners OCIO
New York
$240K +$229K +6,985 New
LNC
234
Lincoln National Corp
Pennsylvania
$237K +$226K +6,894 New
JCA
235
January Capital Advisors
California
$236K +$232K +7,052 New
LNWTC
236
Laird Norton Wetherby Trust Company
Washington
$233K +$223K +6,800 New
MWA
237
Monograph Wealth Advisors
California
$229K +$218K +6,638 New
DHGWA
238
Dixon Hughes Goodman Wealth Advisors
North Carolina
$229K +$219K +6,666 New
SCA
239
Snowden Capital Advisors
New York
$229K +$219K +6,666 New
AA
240
Argent Advisors
Louisiana
$226K +$216K +6,583 New
VWA
241
Visionary Wealth Advisors
Illinois
$225K +$215K +6,550 New
JSL
242
JT Stratford LLC
Georgia
$214K +$205K +6,230 New
VCA
243
Verdence Capital Advisors
Maryland
$210K +$201K +6,112 New
GHA
244
GW Henssler & Associates
Georgia
$207K +$197K +6,008 New
AWM
245
Apollon Wealth Management
South Carolina
$206K +$197K +5,996 New
EGM
246
Engineers Gate Manager
New York
$202K +$193K +5,867 New
ATPW
247
Ashton Thomas Private Wealth
Arizona
$200K +$191K +5,816 New
QT
248
Quantbot Technologies
New York
$199K +$190K +5,791 New
AF
249
Allworth Financial
California
$152K +$145K +4,406 New
GI
250
Gradient Investments
Minnesota
$139K +$133K +4,056 New