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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
CCM
126
Covington Capital Management
California
$945K +$902K +27,467 New
RJA
127
Raymond James & Associates
Florida
$935K +$893K +27,199 New
PFA
128
Plotkin Financial Advisors
Maryland
$922K +$880K +26,817 New
PPA
129
Parametric Portfolio Associates
Washington
$905K +$864K +26,327 New
EE
130
EWG Elevate
California
$890K +$849K +25,871 New
AWM
131
Accel Wealth Management
Iowa
$840K +$793K +24,161 New
SPC
132
Sigma Planning Corp
Michigan
$806K +$769K +23,438 New
CP
133
Castleview Partners
Texas
$782K +$746K +22,739 New
BCM
134
Bayesian Capital Management
New York
$767K +$732K +22,291 New
CS
135
Credit Suisse
Switzerland
$758K +$247K +7,518 +52%
CAL
136
Capital Analysts LLC
Pennsylvania
$757K +$723K +22,010 New
CA
137
Calton & Associates
Florida
$744K +$710K +21,641 New
ProShare Advisors
138
ProShare Advisors
Maryland
$736K +$702K +21,398 New
HighTower Advisors
139
HighTower Advisors
Illinois
$733K +$371K +11,301 +113%
Canada Pension Plan Investment Board
140
Canada Pension Plan Investment Board
Ontario, Canada
$722K +$689K +21,000 New
FWIA
141
Fort Washington Investment Advisors
Ohio
$715K +$23K +700 +3%
Barclays
142
Barclays
United Kingdom
$705K +$674K +20,519 New
VDI
143
Vaughan David Investments
Illinois
$684K +$653K +19,882 New
Two Sigma Advisers
144
Two Sigma Advisers
New York
$684K +$653K +19,900 New
RWA
145
Ropes Wealth Advisors
Massachusetts
$683K +$652K +19,860 New
MYAM
146
Meiji Yasuda Asset Management
Japan
$672K +$642K +19,544 New
Dimensional Fund Advisors
147
Dimensional Fund Advisors
Texas
$651K +$622K +18,943 New
Truist Financial
148
Truist Financial
North Carolina
$646K +$616K +18,767 New
AWA
149
Arete Wealth Advisors
Illinois
$643K +$614K +18,689 New
WWM
150
Wolff Wiese Magana
California
$637K +$608K +18,529 New