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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 %
QT
251
Quantamental Technologies
New York
$280K +$79.3K +2,364 +39%
TCM
252
Triumph Capital Management
Colorado
$279K -$16.8K -500 -6%
US Bancorp
253
US Bancorp
Minnesota
$277K +$839 +25 +0.3%
PAM
254
Peak Asset Management
Colorado
$275K
LA
255
LexAurum Advisors
Kansas
$273K +$23.3K +695 +9%
Corient Private Wealth
256
Corient Private Wealth
Florida
$271K +$271K +8,090 New
GAB
257
German American Bancorp
Indiana
$270K -$19K -566 -7%
AFG
258
Atomi Financial Group
New York
$264K -$72.6K -2,164 -22%
AWM
259
Accurate Wealth Management
Florida
$264K
VI
260
Vestcor Inc
New Brunswick, Canada
$257K
RCAG
261
Rehmann Capital Advisory Group
Michigan
$255K +$1.64K +49 +0.6%
CCM
262
Coldstream Capital Management
Washington
$254K
William Blair & Company
263
William Blair & Company
Illinois
$254K
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$253K -$56.4K -1,683 -18%
PFA
265
Plotkin Financial Advisors
Maryland
$250K
Mackenzie Financial
266
Mackenzie Financial
Ontario, Canada
$245K -$746 -23 -0.3%
Fisher Asset Management
267
Fisher Asset Management
Washington
$240K -$73K -2,176 -23%
GIA
268
Gladstone Institutional Advisory
Florida
$240K
MF
269
Magnetar Financial
Illinois
$239K +$239K +7,111 New
BTWM
270
Baker Tilly Wealth Management
Wisconsin
$236K
PI
271
PFG Investments
New York
$236K -$263K -7,845 -53%
X
272
Xponance
Pennsylvania
$235K +$1.38K +41 +0.6%
WEG
273
World Equity Group
Illinois
$229K -$22K -656 -9%
LNWTC
274
Laird Norton Wetherby Trust Company
Washington
$229K
MML Investors Services
275
MML Investors Services
Massachusetts
$227K -$40.7K -1,215 -15%