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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 %
US Bancorp
251
US Bancorp
Minnesota
$281K -$11.6K -341 -4%
PAM
252
Peak Asset Management
Colorado
$280K
AWM
253
Axxcess Wealth Management
California
$275K -$39.1K -1,147 -12%
MML Investors Services
254
MML Investors Services
Massachusetts
$273K +$2.12K +62 +0.8%
SG
255
StoneX Group
New York
$271K +$39K +1,143 +17%
MSAM
256
Moloney Securities Asset Management
Missouri
$265K -$88.5K -2,597 -25%
VI
257
Vestcor Inc
New Brunswick, Canada
$261K
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$259K +$547 +16 +0.2%
CCM
259
Coldstream Capital Management
Washington
$258K
William Blair & Company
260
William Blair & Company
Illinois
$258K +$3.58K +105 +1%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$257K
RFS
262
Retirement Financial Solutions
Tennessee
$256K -$149K -4,379 -37%
WEG
263
World Equity Group
Illinois
$256K +$256K +7,498 New
LA
264
LexAurum Advisors
Kansas
$254K -$165K -4,835 -39%
PFA
265
Plotkin Financial Advisors
Maryland
$254K -$6.82K -200 -3%
AWM
266
Accurate Wealth Management
Florida
$252K
Citadel Advisors
267
Citadel Advisors
Florida
$252K -$1.31M -38,448 -84%
PA
268
Profund Advisors
Maryland
$245K +$245K +7,182 New
NFSG
269
Newbridge Financial Services Group
Florida
$245K +$176K +5,160 +256%
GIA
270
Gladstone Institutional Advisory
Florida
$244K
BTWM
271
Baker Tilly Wealth Management
Wisconsin
$240K -$55.8K -1,637 -19%
GWMIA
272
Global Wealth Management Investment Advisory
Florida
$239K
IAIM
273
International Assets Investment Management
Florida
$238K -$23.8K -699 -9%
X
274
Xponance
Pennsylvania
$237K -$12.1K -354 -5%
UCFA
275
United Capital Financial Advisors
Texas
$236K -$209K -6,140 -47%