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Phillips Edison & Co

341 hedge funds and large institutions have $2.74B invested in Phillips Edison & Co in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 37 closing their positions.

Holders
341
Holders Change
+42
Holders Change %
+14.05%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
85
Increased
91
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.38M
Net Calls
+$21.6M
Net Calls Change
+$16.7M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$560M 16,776,017 +6,270,063 +60%
BlackRock
2
BlackRock
New York
$316M 9,445,671 +2,135,558 +29%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$301M 9,010,199 +1,284,722 +17%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$196M 5,874,143 +691,059 +13%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$187M 5,592,250 +1,176,159 +27%
State Street
6
State Street
Massachusetts
$150M 4,480,286 +2,516,281 +128%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$76.9M 2,302,799 +338,944 +17%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$59.7M 1,785,576 -111,861 -6%
Northern Trust
9
Northern Trust
Illinois
$43.3M 1,294,607 +271,828 +27%
Morgan Stanley
10
Morgan Stanley
New York
$43.1M 1,290,918 +367,618 +40%
FFA
11
First Foundation Advisors
California
$42M 1,257,310 +352,855 +39%
CA
12
Cetera Advisors
Colorado
$28.4M 851,050 -16,968 -2%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$27.7M 829,074 +84,581 +11%
Charles Schwab
14
Charles Schwab
California
$27.1M 810,792 -17,594 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$25.7M 764,806 +541,247 +242%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$25.7M 767,751 -51,240 -6%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$21.1M 632,335 +271,223 +75%
Legal & General Group
18
Legal & General Group
United Kingdom
$20.1M 601,343 +586,989 +4,089%
Holocene Advisors
19
Holocene Advisors
New York
$18.8M 562,813 -363,100 -39%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$18.6M 558,010 -13,702 -2%
CAN
21
Cetera Advisor Networks
California
$18M 538,752 +18,507 +4%
AllianceBernstein
22
AllianceBernstein
Tennessee
$17.8M 531,572 -186,142 -26%
UBS AM
23
UBS AM
Illinois
$15.7M 469,728 +453,728 +2,836%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$15.1M 451,927 -12,453 -3%
VC
25
Vision Capital
Ontario, Canada
$15M 447,773 -220,547 -33%