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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
AWM
176
Accurate Wealth Management
Florida
$481K +$459K +13,987 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$480K +$458K +13,955 New
FC
178
FORA Capital
Florida
$478K +$450K +13,702 New
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$476K +$231K +7,023 +103%
CW
180
CreativeOne Wealth
Kansas
$476K +$454K +13,834 New
OPS
181
Orion Portfolio Solutions
Nebraska
$476K +$455K +13,855 New
CFGS
182
Concourse Financial Group Securities
Alabama
$475K +$452K +13,780 New
IP
183
Ignite Planners
California
$459K +$427K +13,016 New
FWM
184
Foresight Wealth Management
Utah
$455K +$434K +13,230 New
SMDAM
185
Sumitomo Mitsui DS Asset Management
Japan
$452K +$432K +13,145 New
BHWM
186
Beaird Harris Wealth Management
Texas
$429K +$410K +12,478 New
PCA
187
Personal Capital Advisors
California
$418K +$399K +12,169 New
RFM
188
Royal Fund Management
Florida
$408K +$390K +11,875 New
PP
189
Paloma Partners
Connecticut
$405K +$387K +11,775 New
AIM
190
Aigen Investment Management
New York
$393K +$375K +11,429 New
Kayne Anderson Rudnick Investment Management
191
Kayne Anderson Rudnick Investment Management
California
$389K +$371K +11,308 New
SMG
192
Smart Money Group
Texas
$388K +$370K +11,283 New
GAB
193
German American Bancorp
Indiana
$382K
AIP
194
Ameritas Investment Partners
Nebraska
$373K +$309K +9,424 +656%
Prudential Financial
195
Prudential Financial
New Jersey
$364K -$26.5M -806,939 -99%
NAM
196
Nissay Asset Management
Japan
$364K +$348K +10,590 New
EI
197
Ellevest Inc
New York
$363K +$346K +10,546 New
Principal Financial Group
198
Principal Financial Group
Iowa
$361K +$345K +10,503 New
FP
199
Foundry Partners
Minnesota
$356K +$60.7K +1,850 +22%
F
200
F3Logic
Minnesota
$346K +$330K +10,064 New