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Phillips Edison & Co

330 hedge funds and large institutions have $2.36B invested in Phillips Edison & Co in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-11
Holders Change %
-3.23%
% of All Funds
5.71%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
41
Increased
111
Reduced
113
Closed
48
Calls
$6.3M
Puts
$21.2M
Net Calls
-$14.9M
Net Calls Change
-$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$1.08M -$285K -10,176 -21%
SW
127
Simplicity Wealth
New Jersey
$1.06M +$1.06M +37,882 New
GWM
128
Geneos Wealth Management
Colorado
$1.05M -$3.47M -123,726 -77%
APA
129
American Portfolios Advisors
New York
$1.04M -$50.2K -1,789 -5%
UCFA
130
United Capital Financial Advisors
Texas
$1M +$50K +1,783 +5%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$986K +$33.1K +1,182 +3%
VI
132
Vestcor Inc
New Brunswick, Canada
$971K +$787K +28,059 +428%
SOS
133
Silver Oak Securities
Tennessee
$965K +$965K +28,770 New
VIA
134
Vident Investment Advisory
Georgia
$960K +$47.7K +1,739 +5%
SSA
135
Schonfeld Strategic Advisors
New York
$937K -$7.11M -253,449 -88%
MYAM
136
Meiji Yasuda Asset Management
Japan
$927K +$27.6K +984 +3%
ICG
137
InterOcean Capital Group
Tennessee
$909K
Daiwa Securities Group
138
Daiwa Securities Group
Japan
$902K +$9.51K +339 +1%
CAAS
139
Capital Asset Advisory Services
Michigan
$898K
CA
140
Calton & Associates
Florida
$889K +$248K +8,841 +39%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$879K +$33.7K +1,200 +4%
ASRS
142
Arizona State Retirement System
Arizona
$868K +$6.2K +221 +0.7%
FPGK
143
Financial Partners Group (Kansas)
Kansas
$857K -$30.5K -1,088 -3%
MHS
144
M Holdings Securities
Oregon
$845K -$5.61K -200 -0.7%
EWM
145
EPG Wealth Management
Georgia
$830K -$33.9K -1,210 -4%
AR
146
Apeiron RIA
Texas
$823K -$406K -14,165 -33%
RJA
147
Raymond James & Associates
Florida
$806K -$160K -5,715 -17%
IWC
148
Integrated Wealth Concepts
Massachusetts
$800K
GCP
149
GSA Capital Partners
United Kingdom
$790K +$790K +28,181 New
KA
150
Kovack Advisors
Florida
$783K +$14.2K +505 +2%