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Phillips Edison & Co

363 hedge funds and large institutions have $3.37B invested in Phillips Edison & Co in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+17
Holders Change %
+4.91%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
106
Reduced
126
Closed
29
Calls
$6.18M
Puts
$725K
Net Calls
+$5.45M
Net Calls Change
-$754K
Name Holding Trade Value Shares
Change
Shares
Change %
MLICM
226
Metropolitan Life Insurance Company (MetLife)
New York
$342K +$3.51K +103 +1%
AFG
227
Atomi Financial Group
New York
$342K +$342K +10,032 New
Verition Fund Management
228
Verition Fund Management
Connecticut
$334K +$334K +9,800 New
SBIA
229
Sheaff Brock Investment Advisors
Indiana
$333K -$33.1K -971 -9%
AOG
230
Alpha Omega Group
Virginia
$330K -$92.7K -2,720 -22%
SF
231
Slagle Financial
Illinois
$326K +$326K +9,553 New
Empower Advisory Group
232
Empower Advisory Group
Colorado
$318K
Fisher Asset Management
233
Fisher Asset Management
Washington
$318K +$74.2K +2,176 +30%
CCP
234
Carmel Capital Partners
California
$317K
State of Wisconsin Investment Board
235
State of Wisconsin Investment Board
Wisconsin
$316K -$187K -5,482 -37%
PFP
236
Pinnacle Financial Partners
Tennessee
$316K
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$315K -$46.3K -1,360 -13%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$313K +$192K +5,643 +160%
T
239
TRUADVICE
Florida
$310K
MA
240
MCF Advisors
Kentucky
$308K
EI
241
Ellevest Inc
New York
$307K +$4.94K +145 +2%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$307K +$307K +9,008 New
TCM
243
Triumph Capital Management
Colorado
$300K +$300K +8,789 New
GAB
244
German American Bancorp
Indiana
$294K +$294K +8,618 New
CHP
245
Cable Hill Partners
Oregon
$293K
CFCI
246
Comprehensive Financial Consultants Institutional
Indiana
$293K -$63.6K -1,876 -18%
KBC Group
247
KBC Group
Belgium
$292K +$292K +8,579 New
IWC
248
Integrated Wealth Concepts
Massachusetts
$290K -$59.1K -1,733 -17%
FHC
249
First Heartland Consultants
Missouri
$287K -$545 -16 -0.2%
PAI
250
Pittenger & Anderson Inc
Nebraska
$285K