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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 %
SR
326
Syntax Research
Florida
$94.7K
WT
327
Whittier Trust
California
$93.6K
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$92.9K -$56.6K -1,511 -38%
GFM
329
GF Fund Management
China
$83.4K +$83.4K +2,226 New
CIA
330
Cape Investment Advisory
Georgia
$82.8K
Fidelity International
331
Fidelity International
Bermuda
$80.7K +$12.2K +325 +18%
SPIA
332
Steward Partners Investment Advisory
New York
$68K
KI
333
Kapitalo Investimentos
Brazil
$67.5K +$67.5K +1,802 New
PPWM
334
PFG Private Wealth Management
Florida
$61.1K
EWA
335
EverSource Wealth Advisors
Alabama
$61K +$6.82K +182 +13%
AF
336
Allworth Financial
California
$58K +$28.2K +788 +95%
QCG
337
Quadrant Capital Group
Ohio
$57.7K +$1.99K +53 +4%
VWM
338
Venturi Wealth Management
Texas
$55.2K
HWA
339
HHM Wealth Advisors
Tennessee
$54.8K
SOW
340
State of Wyoming
Wyoming
$54K +$54K +1,441 New
PWMG
341
Prestige Wealth Management Group
New Jersey
$50.1K
ST
342
Smithfield Trust
Pennsylvania
$47K
SVCP
343
Silicon Valley Capital Partners
California
$44.7K +$375 +10 +0.8%
AIC
344
Archer Investment Corporation
Indiana
$41.7K
AF
345
Advisornet Financial
Minnesota
$37.7K
TCM
346
Tradewinds Capital Management
Washington
$37.5K
HCP
347
Hexagon Capital Partners
Arkansas
$36.2K
KA
348
Kozak & Associates
Colorado
$35.9K +$300 +8 +0.8%
LIS
349
Legacy Investment Solutions
Idaho
$34.8K
LWMI
350
Legacy Wealth Management (Idaho)
Idaho
$34.8K