PECO icon

Phillips Edison & Co

346 hedge funds and large institutions have $2.71B invested in Phillips Edison & Co in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
98
Reduced
127
Closed
33
Calls
$6.59M
Puts
$378K
Net Calls
+$6.21M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Shares
Change %
CFCI
226
Comprehensive Financial Consultants Institutional
Indiana
$343K
CCMG
227
Clark Capital Management Group
Pennsylvania
$341K
MSAM
228
Moloney Securities Asset Management
Missouri
$338K +$338K +10,377 New
IWC
229
Integrated Wealth Concepts
Massachusetts
$334K +$334K +10,246 New
RIA
230
Regal Investment Advisors
Michigan
$331K -$7.8K -239 -2%
M&T Bank
231
M&T Bank
New York
$328K +$359 +11 +0.1%
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$324K -$28.7K -879 -8%
QT
233
Quantbot Technologies
New York
$310K -$515K -15,777 -62%
IAA
234
Independent Advisor Alliance
North Carolina
$309K +$309K +9,478 New
Empower Advisory Group
235
Empower Advisory Group
Colorado
$304K +$304K +9,344 New
CCP
236
Carmel Capital Partners
California
$303K -$47.1K -1,445 -13%
PFP
237
Pinnacle Financial Partners
Tennessee
$302K
AWM
238
Axxcess Wealth Management
California
$301K -$15.3K -470 -5%
MA
239
MCF Advisors
Kentucky
$295K -$82.5K -2,527 -22%
Two Sigma Investments
240
Two Sigma Investments
New York
$294K +$294K +9,000 New
EI
241
Ellevest Inc
New York
$290K +$750 +23 +0.3%
TSS
242
Two Sigma Securities
New York
$285K +$285K +8,751 New
BTWM
243
Baker Tilly Wealth Management
Wisconsin
$283K +$51.7K +1,585 +22%
CHP
244
Cable Hill Partners
Oregon
$281K
US Bancorp
245
US Bancorp
Minnesota
$280K +$129K +3,940 +85%
FHC
246
First Heartland Consultants
Missouri
$275K -$32.8K -1,006 -11%
Prudential Financial
247
Prudential Financial
New Jersey
$273K -$1.14K -35 -0.4%
PAI
248
Pittenger & Anderson Inc
Nebraska
$273K
T
249
TRUADVICE
Florida
$270K +$270K +8,575 New
PAM
250
Peak Asset Management
Colorado
$268K