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Phillips Edison & Co

379 hedge funds and large institutions have $3.63B invested in Phillips Edison & Co in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 117 increasing their positions, 126 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+22
Holders Change %
+6.16%
% of All Funds
5.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
57
Increased
117
Reduced
126
Closed
28
Calls
$4.04M
Puts
$1.39M
Net Calls
+$2.66M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$1.12M
AWM
152
Accel Wealth Management
Iowa
$1.11M -$49K -1,343 -4%
Natixis Advisors
153
Natixis Advisors
Massachusetts
$1.1M +$75.6K +2,073 +7%
AWA
154
Arete Wealth Advisors
Illinois
$1.1M +$24.8K +680 +2%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$1.1M -$24.6K -673 -2%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$1.04M
SOS
157
Silver Oak Securities
Tennessee
$1.03M -$15.1K -414 -1%
ICG
158
InterOcean Capital Group
Tennessee
$1.03M
RJFSA
159
Raymond James Financial Services Advisors
Florida
$1.03M -$23.1K -632 -2%
CWM
160
Curi Wealth Management
North Carolina
$1.02M -$113K -3,090 -10%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$138K -3,784 -12%
FW
162
Fairway Wealth
Ohio
$1.02M +$1.02M +27,852 New
FPGK
163
Financial Partners Group (Kansas)
Kansas
$941K -$44.7K -1,226 -5%
HighTower Advisors
164
HighTower Advisors
Illinois
$926K +$54.7K +1,499 +6%
ARG
165
Advisory Resource Group
Oklahoma
$921K -$148K -4,058 -14%
CAS
166
Coppell Advisory Solutions
Texas
$921K -$194K -5,317 -17%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$916K +$330K +9,057 +56%
RJA
168
Raymond James & Associates
Florida
$914K -$57.4K -1,574 -6%
SO
169
STRS Ohio
Ohio
$879K -$29.2K -800 -3%
LWM
170
Lakeridge Wealth Management
Ohio
$875K +$875K +23,973 New
CIC
171
Cornercap Investment Counsel
Georgia
$861K -$1.28K -35 -0.1%
KA
172
Kovack Advisors
Florida
$859K -$30.6K -840 -3%
HI
173
Harbour Investments
Wisconsin
$832K -$48.2K -1,321 -5%
YIH
174
Y-Intercept (HK)
Hong Kong
$827K +$827K +22,659 New
CCP
175
Carmel Capital Partners
California
$821K +$33.8K +927 +4%