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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 %
SFG
176
StrategIQ Financial Group
Indiana
$816K +$20K +547 +3%
ProShare Advisors
177
ProShare Advisors
Maryland
$810K +$155K +4,249 +24%
BB
178
Bell Bank
North Dakota
$806K
IWM
179
IHT Wealth Management
Illinois
$805K +$365 +10 +0%
EE
180
EWG Elevate
California
$766K
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$762K -$101K -3,019 -12%
CCG
182
Catalina Capital Group
California
$755K +$755K +20,706 New
HCM
183
HGI Capital Management
New York
$751K +$751K +20,600 New
AR
184
Apeiron RIA
Texas
$747K -$26.6K -728 -3%
EWM
185
EPG Wealth Management
Georgia
$747K -$95K -2,755 -11%
VDI
186
Vaughan David Investments
Illinois
$725K
FC
187
FORA Capital
Florida
$725K +$725K +19,872 New
FA
188
Fiduciary Alliance
South Carolina
$723K
SMDAM
189
Sumitomo Mitsui DS Asset Management
Japan
$720K
SCM
190
Sage Capital Management
New Jersey
$709K +$709K +19,426 New
VCAM
191
Van Cleef Asset Management
Ohio
$688K +$688K +18,849 New
MHS
192
M Holdings Securities
Oregon
$669K -$110 -3 -0%
BRWA
193
B. Riley Wealth Advisors
Florida
$636K -$25.6K -699 -4%
BPCE
194
Bank Pictet & Cie (Europe)
Germany
$630K +$11.9K +326 +2%
TC
195
TownSquare Capital
Utah
$622K +$113K +3,085 +22%
TSS
196
Two Sigma Securities
New York
$609K +$609K +16,683 New
VanEck Associates
197
VanEck Associates
New York
$603K +$99.1K +2,719 +20%
AFAS
198
Acorn Financial Advisory Services
Virginia
$563K
NAM
199
Nissay Asset Management
Japan
$560K +$40.9K +1,122 +8%
MW
200
Marcum Wealth
Ohio
$560K