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