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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 %
GRP
301
Global Retirement Partners
California
$84.2K
CH
302
Canton Hathaway
Rhode Island
$84K
WT
303
Whittier Trust
California
$83.9K
Legacy Financial Group (Iowa)
304
Legacy Financial Group (Iowa)
Iowa
$64.3K +$64.3K +1,916 New
SIC
305
Salem Investment Counselors
North Carolina
$62.2K
SPIA
306
Steward Partners Investment Advisory
New York
$60.9K
CA
307
Clearstead Advisors
Ohio
$59.1K +$29.5K +881 +100%
AF
308
Advisornet Financial
Minnesota
$53K
RWPA
309
Richard W. Paul & Associates
Michigan
$52.4K
VWM
310
Venturi Wealth Management
Texas
$49.4K
BTI
311
Blue Trust Inc
Georgia
$48K
MIFH
312
Migdal Insurance & Financial Holdings
Israel
$46K -$24K -713 -34%
EWA
313
EverSource Wealth Advisors
Alabama
$45.6K
TRCT
314
Tower Research Capital (TRC)
New York
$45.4K -$31.2K -931 -41%
PWMG
315
Prestige Wealth Management Group
New Jersey
$44.8K
IA
316
IFP Advisors
Florida
$44.2K
HGERS
317
Householder Group Estate & Retirement Specialist
Arizona
$42.4K +$42.4K +1,263 New
ST
318
Smithfield Trust
Pennsylvania
$42K
BWS
319
Buck Wealth Strategies
Colorado
$41.1K
SVCP
320
Silicon Valley Capital Partners
California
$38.4K +$302 +9 +0.8%
AIC
321
Archer Investment Corporation
Indiana
$37.4K
PB
322
Pinnacle Bancorp
Nebraska
$37.3K
HWP
323
Hibernia Wealth Partners
Louisiana
$37.1K +$37.1K +1,105 New
CTC
324
Central Trust Company
Missouri
$33.5K -$24.5K -730 -42%
TCM
325
Tradewinds Capital Management
Washington
$33.5K