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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
AI
151
Atom Investors
Texas
$631K +$602K +18,338 New
T. Rowe Price Associates
152
T. Rowe Price Associates
Maryland
$628K +$599K +18,257 New
AR
153
Apeiron RIA
Texas
$627K +$596K +18,169 New
OLVIG
154
Oliver Lagore Vanvalin Investment Group
Michigan
$623K +$594K +18,104 New
CCP
155
Carmel Capital Partners
California
$615K +$587K +17,877 New
HI
156
Hendershot Investments
Virginia
$607K +$580K +17,655 New
Jacobs Levy Equity Management
157
Jacobs Levy Equity Management
New Jersey
$601K +$574K +17,486 New
AFAS
158
Acorn Financial Advisory Services
Virginia
$598K +$570K +17,376 New
MWM
159
Mission Wealth Management
California
$590K +$563K +17,153 New
RCM
160
Raleigh Capital Management
North Carolina
$589K +$563K +17,140 New
Man Group
161
Man Group
United Kingdom
$571K +$545K +16,612 New
Norges Bank
162
Norges Bank
Norway
$570K
CA
163
Continuum Advisory
Idaho
$564K +$546K +16,647 New
LWAC
164
Laurel Wealth Advisors (California)
California
$559K +$534K +16,262 New
JMPWA
165
JP Morgan Private Wealth Advisors
California
$558K +$533K +16,222 New
UBS AM
166
UBS AM
Illinois
$550K +$315K +9,600 +150%
RIA
167
Regal Investment Advisors
Michigan
$533K +$509K +15,498 New
FCA
168
FLC Capital Advisors
California
$531K +$507K +15,430 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$528K +$505K +15,379 New
AB
170
Amalgamated Bank
New York
$499K +$476K +14,497 New
AF
171
Amalgamated Financial
New York
$499K +$476K +14,497 New
Legal & General Group
172
Legal & General Group
United Kingdom
$493K +$262K +7,975 +125%
TC
173
TownSquare Capital
Utah
$489K +$467K +14,233 New
RCAG
174
Rehmann Capital Advisory Group
Michigan
$484K +$462K +14,078 New
AOG
175
Alpha Omega Group
Virginia
$484K +$462K +14,065 New