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Phillips Edison & Co

346 hedge funds and large institutions have $2.71B invested in Phillips Edison & Co in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
98
Reduced
127
Closed
33
Calls
$6.59M
Puts
$378K
Net Calls
+$6.21M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Shares
Change %
JGIA
326
Jackson Grant Investment Advisers
Connecticut
$23.4K
TSA
327
Tri-Star Advisors
Texas
$23.4K +$23.4K +716 New
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$22.8K
FCA
329
FinTrust Capital Advisors
South Carolina
$21.7K
RG
330
Retirement Group
California
$21K
AA
331
Ancora Advisors
Ohio
$20.4K
AFS
332
Annapolis Financial Services
Maryland
$19.3K
TWD
333
True Wealth Design
Ohio
$16.4K +$33 +1 +0.2%
FIA
334
FNY Investment Advisers
New York
$13K +$13K +400 New
SWA
335
SOA Wealth Advisors
New York
$10.8K
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$10K +$705 +22 +8%
Ohio Public Employees Retirement System (OPERS)
337
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K +$9K +279 New
Commonwealth Equity Services
338
Commonwealth Equity Services
Massachusetts
$8.87K -$334 -10,232 -4%
AWM
339
Abound Wealth Management
Tennessee
$6.55K +$33 +1 +0.5%
TWA
340
TCI Wealth Advisors
Arizona
$6.17K +$6.17K +189 New
AA
341
AlphaMark Advisors
Kentucky
$5K
APC
342
Aspire Private Capital
North Carolina
$3.98K
SN
343
Sittner & Nelson
Oregon
$2.28K +$2.28K +70 New
S
344
SignatureFD
Georgia
$1.31K +$33 +1 +3%
BIA
345
Bell Investment Advisors
California
$555
HNB
346
Huntington National Bank
Ohio
$33 -$4.59K -139 -99%
GIP
347
Granite Investment Partners
California
-$4.37M -137,399 Closed
Stifel Financial
348
Stifel Financial
Missouri
-$2.93M -91,974 Closed
AI
349
Atom Investors
Texas
-$1.38M -43,438 Closed
SSA
350
Schonfeld Strategic Advisors
New York
-$1.08M -34,000 Closed