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Phillips Edison & Co

372 hedge funds and large institutions have $3.18B invested in Phillips Edison & Co in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 31 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:

2.23% less ownership

Funds ownership: 81.54%79.32% (-2.2%)

11% less capital invested

Capital invested by funds: $3.57B → $3.18B (-$398M)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 140

Holders
372
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 +$40.3M
2 +$32.1M
3 +$16M
4
Goldman Sachs
Goldman Sachs
New York
+$14.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.2M

Top Sellers

1 -$65.7M
2 -$37.5M
3 -$19.9M
4
Holocene Advisors
Holocene Advisors
New York
-$19.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$537K
202
$535K
203
$520K
204
$514K
205
$505K
206
$482K
207
$475K
208
$469K
209
$466K
210
$459K
211
$455K
212
$450K
213
$438K
214
$434K
215
$430K
216
$419K
217
$414K
218
$413K
219
$410K
220
$409K
221
$408K
222
$403K
223
$398K
224
$386K
225
$380K