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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
251
$260K
252
$260K
253
$260K
254
$256K
255
$256K
256
$255K
257
$255K
258
$248K
259
$248K
260
$248K
261
$247K
262
$246K
263
$245K
264
$244K
265
$239K
266
$236K
267
$233K
268
$231K
269
$231K
270
$230K
271
$229K
272
$221K
273
$220K
274
$219K
275
$218K