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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
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$16.5M +$15.8M +480,933 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$16M +$12.2M +370,609 +395%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$12.5M +$12M +364,787 New
JP Morgan Chase
29
JP Morgan Chase
New York
$12.4M -$1.79M -54,377 -13%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$11.8M +$11.2M +342,577 New
KM
31
Kalos Management
Georgia
$11.2M +$10.8M +327,469 New
ML
32
McAdam LLC
Pennsylvania
$10.1M +$9.68M +294,835 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$9.93M +$9.48M +288,794 New
CG
34
Colony Group
Massachusetts
$9.75M +$9.3M +283,411 New
AW
35
ACG Wealth
Georgia
$9.63M +$9.2M +280,102 New
Mariner
36
Mariner
Kansas
$8.97M +$8.56M +260,850 New
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$8.04M +$7.67M +233,700 New
Osaic Holdings
38
Osaic Holdings
Arizona
$7.69M +$7.2M +219,442 +5,330%
RWB
39
RMR Wealth Builders
New Jersey
$7.58M +$7.22M +219,894 New
Two Sigma Investments
40
Two Sigma Investments
New York
$7.23M +$6.9M +210,300 New
BCM
41
Beck Capital Management
Texas
$6.83M +$6.52M +198,480 New
Asset Management One
42
Asset Management One
Japan
$6.8M +$5.42M +165,014 +502%
IFG
43
Independent Financial Group
California
$6.27M +$5.6M +170,455 +1,420%
AWA
44
Arkadios Wealth Advisors
Georgia
$6.25M +$5.97M +181,832 New
JWCA
45
J.W. Cole Advisors
Florida
$5.94M +$5.67M +172,744 New
AAS
46
Ameritas Advisory Services
Nebraska
$5.85M +$5.58M +169,977 New
CAM
47
Cresset Asset Management
Illinois
$5.81M +$5.53M +168,443 New
First Trust Advisors
48
First Trust Advisors
Illinois
$5.81M +$2.37M +72,172 +75%
BC
49
Brookfield Corp
Ontario, Canada
$5.72M +$5.46M +166,201 New
GIP
50
Granite Investment Partners
California
$5.7M +$5.44M +165,785 New