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Phillips Edison & Co

300 hedge funds and large institutions have $2.37B invested in Phillips Edison & Co in 2022 Q1 according to their latest regulatory filings, with 223 funds opening new positions, 58 increasing their positions, 13 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,294% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 16

346% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 13

323% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $1.51M

222% more capital invested

Capital invested by funds: $735M → $2.37B (+$1.63B)

216% more funds holding

Funds holding: 95300 (+205)

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

52.95% less ownership

Funds ownership: 113.65%60.69% (-53%)

Holders
300
Holders Change
+205
Holders Change %
+215.79%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
223
Increased
58
Reduced
13
Closed
16
Calls
$6.38M
Puts
$1.51M
Net Calls
+$4.87M
Net Calls Change
+$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
301
Gillson Capital
Illinois
-$9.88M -299,114 Closed
Citadel Advisors
302
Citadel Advisors
Florida
-$4.25M -129,339 Closed
HF
303
HRT Financial
New York
-$963K -29,158 Closed
Sumitomo Mitsui Trust Group
304
Sumitomo Mitsui Trust Group
Japan
-$922K -27,919 Closed
HSBC Holdings
305
HSBC Holdings
United Kingdom
-$623K -18,817 Closed
AC
306
Allstate Corporation
Illinois
-$560K -16,935 Closed
G
307
GenTrust
Florida
-$421K -13,166 Closed
SCI
308
Stableford Capital II
Arizona
-$329K -10,529 Closed
SOADOR
309
State of Alaska Department of Revenue
Alaska
-$322K -9,759 Closed
E
310
Ergoteles
New York
-$293K -8,872 Closed
VOYA Investment Management
311
VOYA Investment Management
Georgia
-$223K -6,746 Closed
Squarepoint
312
Squarepoint
New York
-$216K -6,528 Closed
Zurich Cantonal Bank
313
Zurich Cantonal Bank
Switzerland
-$199K -6,021 Closed
EVM
314
Eaton Vance Management
Massachusetts
-$98K -2,963 Closed
ADL
315
Asset Dedication LLC
California
-$54K -1,709 Closed
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
-$12K -359 Closed