PECO icon

Phillips Edison & Co

346 hedge funds and large institutions have $2.71B invested in Phillips Edison & Co in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 98 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+3
Holders Change %
+0.87%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
45
Increased
98
Reduced
127
Closed
33
Calls
$6.59M
Puts
$378K
Net Calls
+$6.21M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
176
Fiduciary Alliance
South Carolina
$646K
SPC
177
Sigma Planning Corp
Michigan
$643K -$142K -4,348 -18%
SFG
178
StrategIQ Financial Group
Indiana
$625K +$14.8K +453 +2%
PL
179
Perpetual Ltd
Australia
$623K +$623K +19,090 New
IGWM
180
ICA Group Wealth Management
Colorado
$619K -$166K -5,102 -21%
FIA
181
Foundations Investment Advisors
Arizona
$610K
SMDAM
182
Sumitomo Mitsui DS Asset Management
Japan
$566K
Ameriprise
183
Ameriprise
Minnesota
$562K -$684K -20,957 -55%
MWM
184
Mission Wealth Management
California
$560K
AB
185
Amalgamated Bank
New York
$542K -$86.9K -2,662 -14%
CA
186
Continuum Advisory
Idaho
$539K +$2.06K +63 +0.4%
MW
187
Marcum Wealth
Ohio
$529K -$14.4K -440 -3%
DCM
188
Dupont Capital Management
Delaware
$515K +$5.64K +173 +1%
HI
189
Hendershot Investments
Virginia
$510K -$65.5K -2,008 -11%
Handelsbanken Fonder
190
Handelsbanken Fonder
Sweden
$509K +$166K +5,100 +49%
Squarepoint
191
Squarepoint
New York
$509K +$509K +15,596 New
AFAS
192
Acorn Financial Advisory Services
Virginia
$504K
PI
193
PFG Investments
New York
$498K +$498K +15,263 New
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$494K
AQR Capital Management
195
AQR Capital Management
Connecticut
$483K -$122K -3,753 -20%
State of Wisconsin Investment Board
196
State of Wisconsin Investment Board
Wisconsin
$481K +$6.75K +207 +1%
OLVIG
197
Oliver Lagore Vanvalin Investment Group
Michigan
$462K +$247K +7,586 +115%
ProShare Advisors
198
ProShare Advisors
Maryland
$450K -$42K -1,287 -9%
CB
199
Cadence Bank
Mississippi
$437K
SMG
200
Smart Money Group
Texas
$435K -$16K -507 -4%