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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$2.66M +$2.4M +73,210 +1,825%
ARG
77
Advisory Resource Group
Oklahoma
$2.54M -$276K -8,411 -10%
JF
78
Jump Financial
Illinois
$2.51M +$2.39M +72,900 New
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$2.25M +$1.27M +38,797 +145%
Bank of America
80
Bank of America
North Carolina
$2.24M +$586K +17,853 +38%
BB
81
Bell Bank
North Dakota
$2.22M +$2.12M +64,436 New
Deutsche Bank
82
Deutsche Bank
Germany
$2.17M -$8.98M -273,670 -81%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$2.16M +$2.06M +62,706 New
OIA
84
OneDigital Investment Advisors
Kansas
$2.13M +$2.03M +61,884 New
MIM
85
MetLife Investment Management
New Jersey
$2.11M +$1.78M +54,105 +741%
Creative Planning
86
Creative Planning
Kansas
$2.01M +$1.91M +58,322 New
SWP
87
Stratos Wealth Partners
Ohio
$2M +$1.91M +58,308 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$1.99M +$1.9M +57,814 New
AIG
89
American International Group
New York
$1.95M +$1.53M +46,699 +469%
FC
90
Full18 Capital
Connecticut
$1.94M +$1.12M +34,134 +149%
BCMLT
91
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.94M +$1.85M +56,382 New
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$1.93M +$1.84M +56,097 New
AWS
93
Atria Wealth Solutions
New York
$1.88M +$1.79M +54,447 New
Citigroup
94
Citigroup
New York
$1.83M +$124K +3,775 +8%
Goldman Sachs
95
Goldman Sachs
New York
$1.76M -$5.29M -161,101 -76%
IA
96
IFP Advisors
Florida
$1.7M +$2.01M +61,271 New
AFP
97
Ausdal Financial Partners
Iowa
$1.69M +$1.61M +49,185 New
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$1.65M +$1.31M +39,987 +497%
APA
99
American Portfolios Advisors
New York
$1.6M +$1.52M +46,433 New
Swiss National Bank
100
Swiss National Bank
Switzerland
$1.6M +$108K +3,300 +8%