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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 %
JFGIW
326
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.5K
HCP
327
Hexagon Capital Partners
Arkansas
$32.4K
KA
328
Kozak & Associates
Colorado
$30.8K
FIM
329
FWL Investment Management
Texas
$30.2K +$30.2K +900 New
Ohio Public Employees Retirement System (OPERS)
330
Ohio Public Employees Retirement System (OPERS)
Ohio
$29K +$9.19K +275 +46%
WOSD
331
WFA of San Diego
California
$27.4K
CAL
332
Capital Analysts LLC
Pennsylvania
$27K +$27K +802 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$26.1K +$2.62K +78 +11%
JGIA
334
Jackson Grant Investment Advisers
Connecticut
$24K
FCA
335
FinTrust Capital Advisors
South Carolina
$22.8K
SFA
336
Semmax Financial Advisors
North Carolina
$21K +$21K +628 New
AA
337
Ancora Advisors
Ohio
$20.9K
AFS
338
Annapolis Financial Services
Maryland
$19.8K
TWD
339
True Wealth Design
Ohio
$17.1K +$134 +4 +0.8%
CFD
340
Creative Financial Designs
Indiana
$16.8K -$11.7K -349 -41%
RG
341
Retirement Group
California
$16.7K -$5.03K -150 -23%
QCG
342
Quadrant Capital Group
Ohio
$13.4K -$13.8K -412 -51%
SWA
343
SOA Wealth Advisors
New York
$11.1K
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$10K -$135 -4 -1%
VCM
345
Versant Capital Management
Arizona
$8.12K +$8.12K +242 New
AWM
346
Abound Wealth Management
Tennessee
$6.73K
AA
347
AlphaMark Advisors
Kentucky
$5K
APC
348
Aspire Private Capital
North Carolina
$4.09K
PFBT
349
Parkside Financial Bank & Trust
Missouri
$3.59K -$268 -8 -7%
Bessemer Group
350
Bessemer Group
New Jersey
$3K +$3K +92 New