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Phillips Edison & Co

379 hedge funds and large institutions have $3.63B invested in Phillips Edison & Co in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
57
Increased
117
Reduced
126
Closed
28
Calls
$4.04M
Puts
$1.39M
Net Calls
+$2.66M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
226
BlueChip Wealth Advisors
Georgia
$405K +$405K +11,102 New
CFGS
227
Concourse Financial Group Securities
Alabama
$398K -$49.7K -1,358 -11%
M&T Bank
228
M&T Bank
New York
$392K +$1.86K +51 +0.5%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$382K +$2.04K +56 +0.5%
CCMG
230
Clark Capital Management Group
Pennsylvania
$381K
SRL
231
Scientech Research LLC
New Jersey
$377K +$377K +10,326 New
VCM
232
Vivaldi Capital Management
Illinois
$376K +$4.41K +128 +1%
AA
233
Advisory Alpha
Michigan
$375K -$79.8K -2,186 -18%
QT
234
Quantbot Technologies
New York
$361K -$300K -8,218 -45%
FHC
235
First Heartland Consultants
Missouri
$359K +$292 +8 +0.1%
DTL
236
Dynamic Technology Lab
Singapore
$358K +$358K +9,800 New
SBIA
237
Sheaff Brock Investment Advisors
Indiana
$357K
MFG
238
Midwest Financial Group
Kansas
$355K -$4.56K -125 -1%
AOG
239
Alpha Omega Group
Virginia
$353K
NS
240
NBC Securities
Alabama
$352K +$36.5K +1,003 +12%
CA
241
Continuum Advisory
Idaho
$350K -$149K -4,071 -30%
Empower Advisory Group
242
Empower Advisory Group
Colorado
$341K
GWS
243
Glassman Wealth Services
Virginia
$339K -$74.2K -2,033 -18%
PFP
244
Pinnacle Financial Partners
Tennessee
$338K
WAM
245
Wolverine Asset Management
Illinois
$336K +$336K +9,221 New
FAIM
246
Financial Advocates Investment Management
Washington
$335K +$335K +9,189 New
EI
247
Ellevest Inc
New York
$333K +$1.86K +51 +0.6%
Corient Private Wealth
248
Corient Private Wealth
Florida
$328K +$33.2K +909 +11%
SC
249
Savant Capital
Illinois
$319K +$292 +8 +0.1%
KA
250
Kure Advisory
Minnesota
$315K +$584 +16 +0.2%