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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
MA
101
Mutual Advisors
Nebraska
$1.57M +$1.5M +45,810 New
WP
102
WealthPLAN Partners
Nebraska
$1.53M +$413K +12,569 +38%
WIM
103
WealthPlan Investment Management
Nebraska
$1.53M +$1.49M +45,339 New
BAM
104
Belpointe Asset Management
Nevada
$1.53M +$1.46M +44,481 New
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48M +$1.03M +31,472 +270%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$1.47M +$401K +12,200 +40%
MA
107
MCF Advisors
Kentucky
$1.46M +$1.4M +42,546 New
OWA
108
Outlook Wealth Advisors
Texas
$1.44M +$1.37M +41,766 New
Fisher Asset Management
109
Fisher Asset Management
Washington
$1.43M +$1.36M +41,442 New
FCM
110
FJ Capital Management
Virginia
$1.38M +$459K +13,996 +54%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$1.35M +$1.04M +31,659 +420%
UCFA
112
United Capital Financial Advisors
Texas
$1.34M +$1.28M +38,971 New
Wells Fargo
113
Wells Fargo
California
$1.27M +$583K +17,747 +92%
MAM
114
Martingale Asset Management
Massachusetts
$1.22M +$450K +13,695 +63%
BPA
115
Beacon Pointe Advisors
California
$1.2M +$1.15M +35,002 New
JCIA
116
Jackson Creek Investment Advisors
Colorado
$1.19M +$1.14M +34,595 New
Daiwa Securities Group
117
Daiwa Securities Group
Japan
$1.16M +$918K +27,966 +488%
VIA
118
Vident Investment Advisory
Georgia
$1.15M +$1.09M +33,282 New
MHS
119
M Holdings Securities
Oregon
$1.14M +$1.09M +33,096 New
SIA
120
Soltis Investment Advisors
Utah
$1.14M +$1.08M +33,046 New
CAAS
121
Capital Asset Advisory Services
Michigan
$1.11M +$1.06M +32,226 New
FPGK
122
Financial Partners Group (Kansas)
Kansas
$1.09M
EWM
123
EPG Wealth Management
Georgia
$1.04M +$994K +30,293 New
KA
124
Kovack Advisors
Florida
$1.01M +$961K +29,281 New
PRC
125
Pearl River Capital
Michigan
$961K +$918K +27,955 New