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Phillips Edison & Co

371 hedge funds and large institutions have $3.17B invested in Phillips Edison & Co in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 139 reducing their positions, and 32 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:

2.3% less ownership

Funds ownership: 81.54%79.24% (-2.3%)

11% less capital invested

Capital invested by funds: $3.57B → $3.17B (-$401M)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 139

Holders
371
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 +$40.1M
2 +$32M
3 +$15.9M
4
Goldman Sachs
Goldman Sachs
New York
+$14.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.2M

Top Sellers

1 -$65.5M
2 -$37.5M
3 -$19.8M
4
Holocene Advisors
Holocene Advisors
New York
-$19.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$359K
227
$357K
228
$355K
229
$353K
230
$346K
231
$346K
232
$332K
233
$318K
234
$317K
235
$315K
236
$312K
237
$308K
238
$304K
239
$302K
240
$290K
241
$286K
242
$285K
243
$283K
244
$280K
245
$280K
246
$277K
247
$275K
248
$274K
249
$269K
250
$262K