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Phillips Edison & Co

398 hedge funds and large institutions have $6.07B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
141
Reduced
126
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.57M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
251
Pinnacle Financial Partners
Tennessee
$349K
IP
252
Ignite Planners
California
$349K -$81.4K -2,171 -19%
EI
253
Ellevest Inc
New York
$348K +$1.24K +33 +0.4%
AGC
254
Aspen Grove Capital
Colorado
$347K
MML Investors Services
255
MML Investors Services
Massachusetts
$337K +$2.4K +64 +0.7%
SC
256
Savant Capital
Illinois
$337K +$2.55K +68 +0.8%
RCM
257
Raleigh Capital Management
North Carolina
$333K -$27.3K -729 -8%
NFSG
258
Newbridge Financial Services Group
Florida
$332K +$112 +3 +0%
X
259
Xponance
Pennsylvania
$330K +$28.8K +770 +10%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$329K +$37.6K +1,005 +13%
FHC
261
First Heartland Consultants
Missouri
$327K -$72.3K -1,929 -18%
MFG
262
Midwest Financial Group
Kansas
$324K
EWA
263
EP Wealth Advisors
California
$322K +$322K +8,607 New
CP
264
Castleview Partners
Texas
$322K -$14.2K -384 -4%
PAI
265
Pittenger & Anderson Inc
Nebraska
$314K
Mackenzie Financial
266
Mackenzie Financial
Ontario, Canada
$313K -$262 -7 -0.1%
TC
267
TownSquare Capital
Utah
$311K +$86.1K +2,298 +38%
US Bancorp
268
US Bancorp
Minnesota
$310K +$60.5K +1,616 +24%
AFP
269
Ausdal Financial Partners
Iowa
$309K +$1.57K +42 +0.5%
PAM
270
Peak Asset Management
Colorado
$308K
CIC
271
Cornercap Investment Counsel
Georgia
$296K -$154K -4,110 -34%
PAG
272
Private Advisor Group
New Jersey
$290K -$9.55K -255 -3%
RCAG
273
Rehmann Capital Advisory Group
Michigan
$285K
LSIA
274
LaSalle St. Investment Advisors
Illinois
$284K +$284K +7,590 New
A
275
AlphaQuest
New York
$281K -$1.79M -47,843 -86%