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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 %
Group One Trading
151
Group One Trading
Illinois
$775K +$775K +27,631 New
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$771K -$32.4K -1,199 -4%
CAL
153
Capital Analysts LLC
Pennsylvania
$760K
Dimensional Fund Advisors
154
Dimensional Fund Advisors
Texas
$754K +$239K +8,517 +46%
Aberdeen Group
155
Aberdeen Group
United Kingdom
$748K +$39.8K +1,418 +6%
EE
156
EWG Elevate
California
$710K
SIA
157
Soltis Investment Advisors
Utah
$679K
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$673K +$673K +24,000 New
FCM
159
FJ Capital Management
Virginia
$649K -$254K -9,000 -28%
CCM
160
Covington Capital Management
California
$639K
Victory Capital Management
161
Victory Capital Management
Texas
$637K +$637K +22,703 New
AWM
162
Accurate Wealth Management
Florida
$632K -$107K -2,011 -15%
HighTower Advisors
163
HighTower Advisors
Illinois
$629K +$112 +4 +0%
IWM
164
IHT Wealth Management
Illinois
$618K +$20.2K +719 +3%
CP
165
Castleview Partners
Texas
$618K +$615K +21,914 +20,870%
VRS
166
Virginia Retirement Systems
Virginia
$609K +$609K +21,700 New
FIA
167
Foundations Investment Advisors
Arizona
$604K -$179K -6,389 -23%
State of Wisconsin Investment Board
168
State of Wisconsin Investment Board
Wisconsin
$596K -$196K -6,990 -25%
SPC
169
Sigma Planning Corp
Michigan
$582K -$52.1K -1,857 -8%
Truist Financial
170
Truist Financial
North Carolina
$571K +$37.2K +1,328 +7%
VDI
171
Vaughan David Investments
Illinois
$558K
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$553K +$42.4K +1,510 +8%
AB
173
Amalgamated Bank
New York
$532K +$23.8K +847 +5%
HI
174
Hendershot Investments
Virginia
$495K
MWM
175
Mission Wealth Management
California
$481K