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Phillips Edison & Co

341 hedge funds and large institutions have $2.74B invested in Phillips Edison & Co in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+42
Holders Change %
+14.05%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
85
Increased
91
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.38M
Net Calls
+$21.6M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
151
Covington Capital Management
California
$761K -$157K -4,697 -17%
SPC
152
Sigma Planning Corp
Michigan
$755K -$27.9K -836 -4%
HighTower Advisors
153
HighTower Advisors
Illinois
$749K +$36.5K +1,091 +5%
JMF
154
Johnson Midwest Financial
Iowa
$735K +$735K +22,003 New
IWM
155
IHT Wealth Management
Illinois
$712K +$712K +21,313 New
DCM
156
Dupont Capital Management
Delaware
$702K +$369K +11,053 +111%
Citadel Advisors
157
Citadel Advisors
Florida
$684K +$684K +20,486 New
Barclays
158
Barclays
United Kingdom
$683K -$2.54K -76 -0.4%
CCP
159
Carmel Capital Partners
California
$670K +$72.5K +2,170 +12%
VDI
160
Vaughan David Investments
Illinois
$664K
Truist Financial
161
Truist Financial
North Carolina
$635K +$8.84K +265 +1%
Dimensional Fund Advisors
162
Dimensional Fund Advisors
Texas
$613K -$19.4K -581 -3%
ARC
163
Advisor Resource Council
Texas
$610K +$610K +18,269 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$608K +$608K +18,188 New
AB
165
Amalgamated Bank
New York
$605K +$121K +3,614 +25%
Principal Financial Group
166
Principal Financial Group
Iowa
$593K +$242K +7,239 +69%
HI
167
Hendershot Investments
Virginia
$590K
AFAS
168
Acorn Financial Advisory Services
Virginia
$581K
MA
169
MCF Advisors
Kentucky
$573K -$851K -25,429 -60%
MWM
170
Mission Wealth Management
California
$573K
CA
171
Continuum Advisory
Idaho
$573K +$17.1K +511 +3%
CFCI
172
Comprehensive Financial Consultants Institutional
Indiana
$571K +$571K +16,257 New
WWM
173
Wolff Wiese Magana
California
$570K -$48.8K -1,462 -8%
MW
174
Marcum Wealth
Ohio
$557K +$557K +16,666 New
Norges Bank
175
Norges Bank
Norway
$554K