PECO icon

Phillips Edison & Co

341 hedge funds and large institutions have $2.74B invested in Phillips Edison & Co in 2022 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+42
Holders Change %
+14.05%
% of All Funds
5.77%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
85
Increased
91
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.38M
Net Calls
+$21.6M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
201
Concourse Financial Group Securities
Alabama
$398K -$63.9K -1,906 -14%
IP
202
Ignite Planners
California
$395K -$49.1K -1,438 -11%
FWM
203
Foresight Wealth Management
Utah
$394K -$47.7K -1,428 -11%
CIAS
204
Capital Investment Advisory Services
North Carolina
$392K +$152K +4,540 +63%
RCM
205
Raleigh Capital Management
North Carolina
$390K -$182K -5,463 -32%
BOTW
206
Bank of the West
California
$382K +$382K +11,442 New
Kayne Anderson Rudnick Investment Management
207
Kayne Anderson Rudnick Investment Management
California
$378K
BFAG
208
Blackston Financial Advisory Group
Florida
$378K +$378K +11,079 New
GWS
209
Glassman Wealth Services
Virginia
$378K +$378K +11,326 New
AOG
210
Alpha Omega Group
Virginia
$376K -$93.3K -2,796 -20%
GAB
211
German American Bancorp
Indiana
$371K
RFM
212
Royal Fund Management
Florida
$369K -$27.5K -824 -7%
EWM
213
Evercore Wealth Management
New York
$368K +$368K +11,000 New
NAM
214
Nissay Asset Management
Japan
$366K +$12.1K +363 +3%
Russell Investments Group
215
Russell Investments Group
United Kingdom
$366K +$366K +10,987 New
EI
216
Ellevest Inc
New York
$364K +$11.5K +344 +3%
Ameriprise
217
Ameriprise
Minnesota
$354K -$2.47M -73,872 -87%
PCA
218
Personal Capital Advisors
California
$354K -$52.3K -1,567 -13%
AIP
219
Ameritas Investment Partners
Nebraska
$353K -$9.14K -274 -3%
Handelsbanken Fonder
220
Handelsbanken Fonder
Sweden
$351K +$351K +10,500 New
LFG
221
Larson Financial Group
Missouri
$350K +$225K +6,726 +179%
SCI
222
Stableford Capital II
Arizona
$349K +$349K +10,529 New
VanEck Associates
223
VanEck Associates
New York
$347K +$347K +10,372 New
FP
224
Foundry Partners
Minnesota
$346K
GWMIA
225
Global Wealth Management Investment Advisory
Florida
$341K +$86.7K +2,592 +34%