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Phillips Edison & Co

371 hedge funds and large institutions have $3.17B invested in Phillips Edison & Co in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 139 reducing their positions, and 32 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:

2.3% less ownership

Funds ownership: 81.54%79.24% (-2.3%)

11% less capital invested

Capital invested by funds: $3.57B → $3.17B (-$401M)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 139

Holders
371
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 +$40.1M
2 +$32M
3 +$15.9M
4
Goldman Sachs
Goldman Sachs
New York
+$14.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.2M

Top Sellers

1 -$65.5M
2 -$37.5M
3 -$19.8M
4
Holocene Advisors
Holocene Advisors
New York
-$19.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$906K
152
$898K
153
$897K
154
$884K
155
$858K
156
$844K
157
$824K
158
$819K
159
$819K
160
$808K
161
$807K
162
$804K
163
$788K
164
$774K
165
$765K
166
$761K
167
$760K
168
$752K
169
$749K
170
$739K
171
$736K
172
$722K
173
$719K
174
$709K
175
$697K