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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
DCM
201
Dupont Capital Management
Delaware
$343K +$327K +9,967 New
RWG
202
Ratio Wealth Group
Colorado
$336K +$320K +9,762 New
AWM
203
Axxcess Wealth Management
California
$333K +$318K +9,697 New
SG Americas Securities
204
SG Americas Securities
New York
$330K -$101K -3,069 -24%
FHC
205
First Heartland Consultants
Missouri
$328K +$314K +9,556 New
William Blair & Company
206
William Blair & Company
Illinois
$327K +$312K +9,508 New
CH
207
Canton Hathaway
Rhode Island
$321K +$306K +9,335 New
Allspring Global Investments
208
Allspring Global Investments
North Carolina
$315K -$111K -3,382 -27%
AAS
209
Avantax Advisory Services
Texas
$313K +$300K +9,149 New
LA
210
LexAurum Advisors
Kansas
$308K +$294K +8,968 New
TSS
211
Two Sigma Securities
New York
$307K +$293K +8,930 New
SFG
212
StrategIQ Financial Group
Indiana
$303K +$289K +8,798 New
MML Investors Services
213
MML Investors Services
Massachusetts
$287K +$274K +8,359 New
MOS
214
MGO One Seven
Ohio
$282K +$269K +8,190 New
PAM
215
Peak Asset Management
Colorado
$282K +$270K +8,214 New
ASN
216
Advisory Services Network
Georgia
$281K +$268K +8,170 New
RDIA
217
RE Dickinson Investment Advisors
Iowa
$279K +$266K +8,100 New
BB
218
Busey Bank
Illinois
$275K +$262K +7,988 New
CHP
219
Cable Hill Partners
Oregon
$275K +$263K +8,005 New
CCM
220
Coldstream Capital Management
Washington
$272K +$260K +7,920 New
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$271K +$258K +7,867 New
HWA
222
HHM Wealth Advisors
Tennessee
$264K +$252K +7,669 New
NL
223
NWAM LLC
Washington
$261K +$249K +7,595 New
GWMIA
224
Global Wealth Management Investment Advisory
Florida
$261K +$250K +7,603 New
ACG
225
Allen Capital Group
Nebraska
$254K +$242K +7,375 New