PECO icon

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