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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
51
$4.93M
52
$4.56M
53
$4.43M
54
$4.3M
55
$4.29M
56
$4.28M
57
$4.15M
58
$4.09M
59
$4.02M
60
$3.9M
61
$3.87M
62
$3.75M
63
$3.65M
64
$3.47M
65
$3.46M
66
$3.38M
67
$3.28M
68
$3.27M
69
$3.22M
70
$3.18M
71
$2.99M
72
$2.94M
73
$2.92M
74
$2.88M
75
$2.8M