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Phillips Edison & Co

398 hedge funds and large institutions have $6.07B invested in Phillips Edison & Co in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
141
Reduced
126
Closed
43
Calls
$1.84M
Puts
$277K
Net Calls
+$1.57M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Shares
Change %
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$841K -$40.8K -1,089 -5%
CRC
177
Curi RMB Capital
Illinois
$841K -$15.4K -412 -2%
CCP
178
Carmel Capital Partners
California
$836K -$7.08K -189 -0.8%
LWM
179
Lakeridge Wealth Management
Ohio
$828K +$6.26K +167 +0.8%
VA
180
Vident Advisory
Georgia
$815K -$503K -13,427 -38%
HI
181
Harbour Investments
Wisconsin
$812K -$34.6K -923 -4%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$798K +$225K +6,016 +39%
EE
183
EWG Elevate
California
$787K
TC
184
TwinBeech Capital
New York
$772K -$950K -25,371 -55%
BB
185
Bell Bank
North Dakota
$768K
CDDEC
186
Caisse Des Depots Et Consignations
France
$761K +$761K +20,314 New
AI
187
Atom Investors
Texas
$760K +$46K +1,229 +6%
ETC
188
Exchange Traded Concepts
Oklahoma
$756K +$19.1K +510 +3%
ATIA
189
American Trust Investment Advisors
New Hampshire
$754K +$160K +4,260 +27%
VDI
190
Vaughan David Investments
Illinois
$745K
WHG
191
Westwood Holdings Group
Texas
$730K
AG
192
AmeriFlex Group
Nevada
$719K +$719K +19,799 New
IWM
193
IHT Wealth Management
Illinois
$703K -$125K -3,324 -15%
NAM
194
Nissay Asset Management
Japan
$695K +$24.6K +653 +4%
OIA
195
OneDigital Investment Advisors
Kansas
$673K -$54K -1,441 -7%
FA
196
Fiduciary Alliance
South Carolina
$673K
SOS
197
Silver Oak Securities
Tennessee
$671K -$20.2K -542 -3%
CAS
198
Coppell Advisory Solutions
Texas
$663K -$7.29K -196 -1%
YIH
199
Y-Intercept (HK)
Hong Kong
$657K +$657K +17,535 New
BWA
200
BlueChip Wealth Advisors
Georgia
$655K -$35.7K -952 -5%