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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 %
CAM
301
Chandler Asset Management
California
$45K
PWMG
302
Prestige Wealth Management Group
New Jersey
$45K
RDFA
303
Ritter Daniher Financial Advisory
Ohio
$44K
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$41K +1,213 New
M1FG
305
Mach-1 Financial Group
Arkansas
$38K -$4.65K -140 -11%
BAM
306
Bellevue Asset Management
Washington
$37K
TCM
307
Tradewinds Capital Management
Washington
$33K
US Bancorp
308
US Bancorp
Minnesota
$33K
KA
309
Kozak & Associates
Colorado
$31K
RA
310
Rise Advisors
New York
$28K +$199 +6 +0.7%
CIM
311
Centersquare Investment Management
Pennsylvania
$27K -$65.7M -1,943,385 -100%
JGIA
312
Jackson Grant Investment Advisers
Connecticut
$24K
CFD
313
Creative Financial Designs
Indiana
$24K
FCA
314
FinTrust Capital Advisors
South Carolina
$23K
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$23K +$23K +699 New
RG
316
Retirement Group
California
$22K
TF
317
TimeScale Financial
Massachusetts
$22K
SAM
318
Strategic Asset Management
Minnesota
$22K +$168 +5 +0.8%
NMG
319
New Millennium Group
Utah
$22K +$22K +653 New
SFA
320
Semmax Financial Advisors
North Carolina
$21K
AFS
321
Annapolis Financial Services
Maryland
$20K
HFS
322
Heritage Financial Services
Massachusetts
$19K +$19K +571 New
TCWM
323
Total Clarity Wealth Management
Illinois
$19K +$19K +572 New
LPWM
324
Lake Point Wealth Management
Texas
$17K
FPFS
325
First Personal Financial Services
North Carolina
$17K