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Phillips Edison & Co

341 hedge funds and large institutions have $2.74B invested in Phillips Edison & Co in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+42
Holders Change %
+14.05%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
85
Increased
91
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.38M
Net Calls
+$21.6M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
276
Stifel Financial
Missouri
$200K +$200K +5,997 New
GWSG
277
GPS Wealth Strategies Group
Colorado
$193K +$193K +5,778 New
HWA
278
HHM Wealth Advisors
Tennessee
$151K -$105K -3,137 -41%
TRCT
279
Tower Research Capital (TRC)
New York
$144K +$93.4K +2,796 +185%
GI
280
Gradient Investments
Minnesota
$136K
DWP
281
Destiny Wealth Partners
Florida
$134K
AF
282
Allworth Financial
California
$126K -$21.6K -644 -15%
SPIA
283
Steward Partners Investment Advisory
New York
$124K +$19.2K +577 +18%
HR
284
Howe & Rusling
New York
$112K +$33.5K +1,000 +43%
NFSG
285
Newbridge Financial Services Group
Florida
$101K -$20.3K -608 -17%
BCMIO
286
Beacon Capital Management Inc (Ohio)
Ohio
$101K
Lazard Asset Management
287
Lazard Asset Management
New York
$90K +$62.1K +1,875 +223%
MIFH
288
Migdal Insurance & Financial Holdings
Israel
$86K +$81.3K +2,429 +1,747%
AWM
289
Avior Wealth Management
Nebraska
$85K -$32.7K -989 -28%
WT
290
Whittier Trust
California
$84K +$84K +2,500 New
SWM
291
SeaCrest Wealth Management
New York
$81K +$81K +2,432 New
VVP
292
Venture Visionary Partners
Ohio
$75K +$75K +2,244 New
CA
293
CoreCap Advisors
Michigan
$68K +$68K +2,025 New
EWA
294
EverSource Wealth Advisors
Alabama
$65K -$55K -1,666 -46%
GA
295
GoalVest Advisory
New York
$61K +$61K +1,774 New
S
296
SignatureFD
Georgia
$60K
SOW
297
State of Wyoming
Wyoming
$59K -$25.4K -753 -30%
HWMA
298
Heritage Wealth Management (Arizona)
Arizona
$58.6K
CTC
299
Central Trust Company
Missouri
$58K
AF
300
Advisornet Financial
Minnesota
$53K -$59.6K -1,777 -53%