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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
276
$218K
277
$215K
278
$211K
279
$211K
280
$207K
281
$205K
282
$204K
283
$204K
284
$203K
285
$200K
286
$166K
287
$166K
288
$145K
289
$144K
290
$142K
291
$141K
292
$141K
293
$131K
294
$115K
295
$113K
296
$111K
297
$107K
298
$105K
299
$104K
300
$100K