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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 %
ECM
301
Everence Capital Management
Indiana
$221K -$291K -7,790 -57%
G
302
GenTrust
Florida
$219K
BWP
303
Barlow Wealth Partners
Kentucky
$212K -$47.8K -1,347 -18%
EGM
304
Engineers Gate Manager
New York
$211K -$235K -6,285 -53%
MCM
305
MAI Capital Management
Ohio
$206K +$206K +5,500 New
CAM
306
Concorde Asset Management
Michigan
$203K
NB
307
Norinchukin Bank
Japan
$203K -$4.61K -123 -2%
William Blair & Company
308
William Blair & Company
Illinois
$201K -$37.5K -1,000 -16%
PWA
309
Providence Wealth Advisors
Illinois
$201K
NAS
310
NWF Advisory Services
California
$201K +$201K +5,340 New
MA
311
MCF Advisors
Kentucky
$195K +$62.7K +1,672 +47%
CA
312
Continuum Advisory
Idaho
$190K
KBC Group
313
KBC Group
Belgium
$166K +$19.6K +522 +13%
LFG
314
Larson Financial Group
Missouri
$165K +$3.97K +106 +2%
EAM
315
Eukles Asset Management
Ohio
$156K +$156K +4,174 New
FPF
316
First Pacific Financial
Washington
$140K
Mirae Asset Global Investments
317
Mirae Asset Global Investments
South Korea
$129K -$50.2K -1,332 -28%
TFGT
318
TS Financial Group (TSFG)
Illinois
$127K +$1.01K +27 +0.8%
SCM
319
Sterling Capital Management
North Carolina
$127K +$113K +3,004 +784%
ATC
320
Advantage Trust Company
Kansas
$127K
GI
321
GAMMA Investing
California
$117K -$8.24K -220 -7%
SWM
322
Sanctuary Wealth Management
Idaho
$115K
BTI
323
Blue Trust Inc
Georgia
$113K +$22.6K +603 +25%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$106K +$562 +15 +0.5%
GRP
325
Global Retirement Partners
California
$96.4K