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Phillips Edison & Co

357 hedge funds and large institutions have $3.31B invested in Phillips Edison & Co in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 139 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
104
Reduced
139
Closed
33
Calls
$5.27M
Puts
$1.22M
Net Calls
+$4.05M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
IAA
226
Independent Advisor Alliance
North Carolina
$352K -$3.66K -109 -1%
CCMG
227
Clark Capital Management Group
Pennsylvania
$351K
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$349K +$12.5K +373 +4%
MFG
229
Midwest Financial Group
Kansas
$331K -$13.4K -400 -4%
SIA
230
Soltis Investment Advisors
Utah
$331K -$29.1K -867 -8%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$330K -$395K -11,238 -54%
FHC
232
First Heartland Consultants
Missouri
$330K +$47.4K +1,413 +17%
SBIA
233
Sheaff Brock Investment Advisors
Indiana
$328K +$570 +17 +0.2%
AOG
234
Alpha Omega Group
Virginia
$325K
Empower Advisory Group
235
Empower Advisory Group
Colorado
$313K
PFP
236
Pinnacle Financial Partners
Tennessee
$311K
ASN
237
Advisory Services Network
Georgia
$305K +$91.8K +2,738 +43%
GWMIA
238
Global Wealth Management Investment Advisory
Florida
$305K +$69.5K +2,072 +30%
EI
239
Ellevest Inc
New York
$304K +$1.61K +48 +0.5%
MA
240
MCF Advisors
Kentucky
$303K
CW
241
CreativeOne Wealth
Kansas
$301K -$102K -3,039 -25%
SC
242
Savant Capital
Illinois
$293K -$112K -3,326 -28%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$291K -$11.6K -345 -4%
NS
244
NBC Securities
Alabama
$290K +$290K +8,667 New
KA
245
Kure Advisory
Minnesota
$289K +$289K +8,607 New
T
246
TRUADVICE
Florida
$288K
CHP
247
Cable Hill Partners
Oregon
$288K
IWC
248
Integrated Wealth Concepts
Massachusetts
$287K +$1.48K +44 +0.5%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$281K -$26.9K -801 -9%
PAI
250
Pittenger & Anderson Inc
Nebraska
$281K