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Phillips Edison & Co

357 hedge funds and large institutions have $3.31B invested in Phillips Edison & Co in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 139 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
104
Reduced
139
Closed
33
Calls
$5.27M
Puts
$1.22M
Net Calls
+$4.05M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
151
ClariVest Asset Management
California
$981K +$980K +29,231 +73,078%
CAS
152
Coppell Advisory Solutions
Texas
$973K -$245K -7,684 -20%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$970K -$16.7K -499 -2%
SOS
154
Silver Oak Securities
Tennessee
$965K +$13.9K +414 +1%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$951K
ICG
156
InterOcean Capital Group
Tennessee
$950K -$11.2K -333 -1%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$943K +$246K +7,337 +35%
JCIA
158
Jackson Creek Investment Advisors
Colorado
$934K +$934K +27,833 New
Cerity Partners
159
Cerity Partners
New York
$913K -$302K -8,996 -25%
RJA
160
Raymond James & Associates
Florida
$893K
FPGK
161
Financial Partners Group (Kansas)
Kansas
$890K -$66.7K -2,025 -7%
BCMLT
162
Beacon Capital Management LLC (Tennessee)
Tennessee
$878K
AWM
163
Axxcess Wealth Management
California
$842K +$571K +17,030 +211%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$842K +$34.8K +1,038 +4%
SO
165
STRS Ohio
Ohio
$835K +$13.4K +400 +2%
EWM
166
EPG Wealth Management
Georgia
$819K +$4.93K +147 +0.6%
KA
167
Kovack Advisors
Florida
$817K -$24K -717 -3%
HI
168
Harbour Investments
Wisconsin
$809K -$1.45M -43,156 -64%
HighTower Advisors
169
HighTower Advisors
Illinois
$800K +$49.9K +1,491 +7%
CIC
170
Cornercap Investment Counsel
Georgia
$792K -$10.1K -301 -1%
BB
171
Bell Bank
North Dakota
$741K -$519K -15,465 -41%
IWM
172
IHT Wealth Management
Illinois
$739K -$44K -1,311 -6%
SFG
173
StrategIQ Financial Group
Indiana
$732K +$65.5K +1,953 +10%
CCP
174
Carmel Capital Partners
California
$724K +$412K +12,277 +132%
SPC
175
Sigma Planning Corp
Michigan
$720K +$36.7K +1,094 +5%