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Phillips Edison & Co

363 hedge funds and large institutions have $3.57B invested in Phillips Edison & Co in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-16
Holders Change %
-4.22%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
119
Reduced
132
Closed
44
Calls
$3.76M
Puts
$49K
Net Calls
+$3.71M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
326
Central Trust Company
Missouri
$35.9K
TCM
327
Tradewinds Capital Management
Washington
$35.9K
HCP
328
Hexagon Capital Partners
Arkansas
$34.7K
HI
329
Horizon Investments
North Carolina
$33.8K
FIM
330
FWL Investment Management
Texas
$32.3K
KA
331
Kozak & Associates
Colorado
$30.6K +$359 +11 +1%
BTI
332
Blue Trust Inc
Georgia
$28.9K -$11K -307 -28%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$27.9K
JGIA
334
Jackson Grant Investment Advisers
Connecticut
$25.7K
FCA
335
FinTrust Capital Advisors
South Carolina
$24.4K
AA
336
Ancora Advisors
Ohio
$22.4K
SFA
337
Semmax Financial Advisors
North Carolina
$20.6K
CFD
338
Creative Financial Designs
Indiana
$18.3K -$37K -1,032 -67%
RG
339
Retirement Group
California
$14.2K -$3.59K -100 -20%
CA
340
CoreCap Advisors
Michigan
$13.5K +$13.5K +375 New
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$13K +$2.32K +67 +22%
PS
342
Principal Securities
Iowa
$12.8K
VWA
343
Valued Wealth Advisors
Utah
$12.5K +$2.43K +67 +24%
SWA
344
SOA Wealth Advisors
New York
$11.9K
FGAM
345
Financial Gravity Asset Management
Texas
$11K +$11K +307 +30,700%
IA
346
IFP Advisors
Florida
$10.8K -$36.5K -1,017 -77%
C
347
Covestor
United Kingdom
$10K
VCM
348
Versant Capital Management
Arizona
$9.15K
SAM
349
Smartleaf Asset Management
Massachusetts
$7.87K +$7.87K +221 New
AWM
350
Abound Wealth Management
Tennessee
$7.77K