We are live on ! Find out more
PECO icon

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
GWM
51
Geneos Wealth Management
Colorado
$5.67M +$5.41M +164,845 New
Renaissance Technologies
52
Renaissance Technologies
New York
$5.53M +$4.04M +123,200 +329%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$5.38M +$4.32M +131,533 +527%
SO
54
STRS Ohio
Ohio
$5.11M +$4.04M +123,040 +484%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$4.73M +$4.14M +126,010 +1,101%
CF
56
Centaurus Financial
California
$4.47M +$4.27M +130,122 New
IGWM
57
ICA Group Wealth Management
Colorado
$4.31M +$4.3M +130,896 New
BRWA
58
B. Riley Wealth Advisors
Florida
$4.12M +$3.93M +119,852 New
ODG
59
O'Dell Group
Ohio
$3.86M +$3.69M +112,310 New
KAS
60
Kestra Advisory Services
Texas
$3.72M +$3.56M +108,294 New
MCC
61
Money Concepts Capital
Florida
$3.57M +$3.41M +103,859 New
Jane Street
62
Jane Street
New York
$3.53M +$3.37M +102,626 New
Nomura Asset Management
63
Nomura Asset Management
Japan
$3.35M +$2.67M +81,300 +505%
LCM
64
LDR Capital Management
New York
$3.33M +$3.18M +96,962 New
WDL
65
Well Done LLC
Michigan
$3.14M +$2.99M +91,179 New
MLA
66
My Legacy Advisors
Oregon
$3.13M +$2.99M +90,956 New
Invesco
67
Invesco
Georgia
$3.05M +$2.68M +81,621 +1,146%
CWM
68
Capital Wealth Management
Rhode Island
$2.94M +$2.81M +85,567 New
GCM
69
Ghisallo Capital Management
Massachusetts
$2.92M -$2.79M -85,000 -50%
IAN
70
Integrated Advisors Network
Texas
$2.91M +$2.78M +84,718 New
Ameriprise
71
Ameriprise
Minnesota
$2.9M +$1.74M +52,932 +168%
SAM
72
Securian Asset Management
Minnesota
$2.87M +$75.5K +2,300 +3%
CSS
73
Cubist Systematic Strategies
Connecticut
$2.84M +$2.71M +82,647 New
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$2.8M +$2.26M +68,812 +548%
SSA
75
Schonfeld Strategic Advisors
New York
$2.75M -$2.55M -77,589 -49%