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Phillips Edison & Co

372 hedge funds and large institutions have $3.18B invested in Phillips Edison & Co in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2.23% less ownership

Funds ownership: 81.54%79.32% (-2.2%)

11% less capital invested

Capital invested by funds: $3.57B → $3.18B (-$398M)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 140

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.49M
Puts
$16K
Net Calls
Net Calls Change

Top Buyers

1 +$40.3M
2 +$32.1M
3 +$16M
4
Goldman Sachs
Goldman Sachs
New York
+$14.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.2M

Top Sellers

1 -$65.7M
2 -$37.5M
3 -$19.9M
4
Holocene Advisors
Holocene Advisors
New York
-$19.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$376K
227
$359K
228
$357K
229
$355K
230
$353K
231
$346K
232
$346K
233
$332K
234
$318K
235
$317K
236
$315K
237
$312K
238
$308K
239
$304K
240
$302K
241
$290K
242
$286K
243
$285K
244
$283K
245
$280K
246
$280K
247
$277K
248
$275K
249
$274K
250
$269K