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Phillips Edison & Co

363 hedge funds and large institutions have $3.57B invested in Phillips Edison & Co in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 132 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-16
Holders Change %
-4.22%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
119
Reduced
132
Closed
44
Calls
$3.76M
Puts
$49K
Net Calls
+$3.71M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
151
Cresset Asset Management
Illinois
$1.03M -$161K -4,486 -14%
ICG
152
InterOcean Capital Group
Tennessee
$1.02M
RJFSA
153
Raymond James Financial Services Advisors
Florida
$1.01M -$861 -24 -0.1%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$1M
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$930K +$462K +12,888 +99%
FPGK
156
Financial Partners Group (Kansas)
Kansas
$925K
HighTower Advisors
157
HighTower Advisors
Illinois
$911K +$2.11K +59 +0.2%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$884K -$446K -12,432 -34%
WA
159
Waverly Advisors
Alabama
$877K +$877K +24,455 New
CRC
160
Curi RMB Capital
Illinois
$872K +$872K +24,309 New
ProShare Advisors
161
ProShare Advisors
Maryland
$872K +$75.7K +2,109 +10%
RJA
162
Raymond James & Associates
Florida
$863K -$35.9K -1,001 -4%
HI
163
Harbour Investments
Wisconsin
$858K +$40.4K +1,127 +5%
CIC
164
Cornercap Investment Counsel
Georgia
$846K
DFCM
165
Dark Forest Capital Management
Puerto Rico
$844K +$844K +23,525 New
LWM
166
Lakeridge Wealth Management
Ohio
$842K -$17.7K -493 -2%
CCP
167
Carmel Capital Partners
California
$807K
BB
168
Bell Bank
North Dakota
$793K
IWM
169
IHT Wealth Management
Illinois
$791K +$323 +9 +0%
SPC
170
Sigma Planning Corp
Michigan
$786K +$786K +21,903 New
QT
171
Quantbot Technologies
New York
$782K +$427K +11,902 +120%
SO
172
STRS Ohio
Ohio
$771K -$93.2K -2,600 -11%
FW
173
Fairway Wealth
Ohio
$769K -$230K -6,420 -23%
SIS
174
Sound Income Strategies
Florida
$764K -$427K -11,917 -36%
KA
175
Kovack Advisors
Florida
$762K -$82.5K -2,299 -10%