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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 %
TRCT
351
Tower Research Capital (TRC)
New York
$34.4K -$50.5K -1,347 -59%
FIM
352
FWL Investment Management
Texas
$33.7K
CA
353
CoreCap Advisors
Michigan
$33.6K -$14K -375 -30%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$28.4K
VSQM
355
V-Square Quantitative Management
Illinois
$28.1K
JGIA
356
Jackson Grant Investment Advisers
Connecticut
$26.8K
AA
357
Ancora Advisors
Ohio
$23.4K
1IA
358
1620 Investment Advisors
Massachusetts
$22.9K
CW
359
Curio Wealth
Maryland
$22.1K +$22.1K +591 New
Loomis, Sayles & Company
360
Loomis, Sayles & Company
Massachusetts
$22K +$22K +584 New
TWD
361
True Wealth Design
Ohio
$20.8K +$150 +4 +0.7%
IA
362
IFP Advisors
Florida
$20.5K -$2.07K -46 -9%
CI Investments Inc
363
CI Investments Inc
Ontario, Canada
$17K +$1.3K +34 +8%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$16K -$13.1K -350 -45%
CFD
365
Creative Financial Designs
Indiana
$15.8K +$150 +4 +1%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$15.4K +$1.16K +31 +8%
Bessemer Group
367
Bessemer Group
New Jersey
$15K +$7.07K +181 +89%
UB
368
UMB Bank
Missouri
$12.2K +$450 +12 +4%
FGC
369
Financial Gravity Companies
Texas
$11.5K
GM
370
GeoWealth Management
Illinois
$11.5K +$2.66K +71 +30%
PS
371
Principal Securities
Iowa
$11.2K -$1.31K -35 -10%
FGA
372
Fortis Group Advisors
New Jersey
$11.2K +$11.2K +300 New
VWA
373
Valued Wealth Advisors
Utah
$11.2K +$38 +1 +0.3%
C
374
Covestor
United Kingdom
$10K
AWM
375
Abound Wealth Management
Tennessee
$7.85K