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Phillips Edison & Co

363 hedge funds and large institutions have $3.37B invested in Phillips Edison & Co in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+17
Holders Change %
+4.91%
% of All Funds
5.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
106
Reduced
126
Closed
29
Calls
$6.18M
Puts
$725K
Net Calls
+$5.45M
Net Calls Change
-$754K
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
151
FJ Capital Management
Virginia
$1M +$130K +3,823 +15%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$1M -$666K -19,542 -40%
American Century Companies
153
American Century Companies
Missouri
$1,000K +$79.2K +2,323 +9%
ICG
154
InterOcean Capital Group
Tennessee
$977K -$128K -3,750 -12%
SOS
155
Silver Oak Securities
Tennessee
$966K +$966K +28,356 New
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$961K -$39.4K -1,158 -4%
ERSOT
157
Employees Retirement System of Texas
Texas
$920K -$477K -14,000 -34%
RJA
158
Raymond James & Associates
Florida
$908K -$60.3K -1,770 -6%
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$878K +$15.2K +445 +2%
SFI
160
Susquehanna Fundamental Investments
Pennsylvania
$865K
EE
161
EWG Elevate
California
$861K
KA
162
Kovack Advisors
Florida
$855K -$46.5K -1,365 -5%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$835K +$303K +8,900 +57%
SO
164
STRS Ohio
Ohio
$834K -$2.05M -60,195 -71%
EWM
165
EPG Wealth Management
Georgia
$827K +$5.42K +159 +0.7%
Aberdeen Group
166
Aberdeen Group
United Kingdom
$820K +$70.1K +2,058 +9%
CIC
167
Cornercap Investment Counsel
Georgia
$816K +$12.6K +369 +2%
IWM
168
IHT Wealth Management
Illinois
$796K +$64.6K +1,895 +9%
CAAS
169
Capital Asset Advisory Services
Michigan
$770K -$121K -3,607 -14%
AR
170
Apeiron RIA
Texas
$764K +$13.7K +403 +2%
HighTower Advisors
171
HighTower Advisors
Illinois
$763K -$14.9K -436 -2%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$708K -$60K -1,762 -8%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$704K -$255K -7,468 -27%
JMF
174
Johnson Midwest Financial
Iowa
$699K
SPC
175
Sigma Planning Corp
Michigan
$694K +$22.5K +660 +3%