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Phillips Edison & Co

417 hedge funds and large institutions have $3.87B invested in Phillips Edison & Co in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 128 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,017% more call options, than puts

Call options by funds: $402K | Put options by funds: $36K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

58% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 128

8% more capital invested

Capital invested by funds: $3.58B → $3.87B (+$289M)

4% more funds holding

Funds holding: 402417 (+15)

3.45% more ownership

Funds ownership: 83.04%86.49% (+3.4%)

Holders
417
Holders Change
+15
Holders Change %
+3.73%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
63
Increased
155
Reduced
128
Closed
40
Calls
$402K
Puts
$36K
Net Calls
+$366K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$22.4M +$7.41M +213,590 +51%
Principal Financial Group
27
Principal Financial Group
Iowa
$21.3M -$232K -6,691 -1%
UBS Group
28
UBS Group
Switzerland
$20.3M +$714K +20,560 +4%
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$19.4M +$18.9M +545,401 New
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$18.3M -$11.6M -335,117 -39%
Verition Fund Management
31
Verition Fund Management
Connecticut
$18.3M +$17.1M +492,076 +2,343%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.4M
Invesco
33
Invesco
Georgia
$16.2M +$593K +17,097 +4%
Millennium Management
34
Millennium Management
New York
$15M +$7.43M +214,191 +103%
Renaissance Technologies
35
Renaissance Technologies
New York
$14.2M -$1M -28,825 -7%
JG
36
Jain Global
New York
$14M +$3.71M +106,896 +37%
SCM
37
Sophron Capital Management
New Jersey
$13.2M -$7.02M -202,175 -35%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$12.8M +$2.25M +64,852 +22%
Deutsche Bank
39
Deutsche Bank
Germany
$12.8M +$157K +4,532 +1%
LPL Financial
40
LPL Financial
California
$12.7M -$1.22M -35,203 -9%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$12.5M -$1.03M -29,636 -8%
KCM
42
Kennedy Capital Management
Missouri
$12.4M +$2.04M +58,868 +20%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$11.9M -$186K -5,369 -2%
Hudson Bay Capital Management
44
Hudson Bay Capital Management
Connecticut
$10M +$9.75M +281,072 New
BIC
45
B&I Capital
Switzerland
$9.89M +$1.6M +46,100 +20%
Asset Management One
46
Asset Management One
Japan
$9.8M -$467K -13,443 -5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$8.93M +$477K +13,739 +6%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$8.86M +$2.17M +62,523 +34%
AG
49
Algert Global
California
$8.84M +$7.6M +219,080 +744%
Swiss National Bank
50
Swiss National Bank
Switzerland
$8.81M +$160K +4,600 +2%