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Phillips Edison & Co

330 hedge funds and large institutions have $2.36B invested in Phillips Edison & Co in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-11
Holders Change %
-3.23%
% of All Funds
5.71%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
41
Increased
111
Reduced
113
Closed
48
Calls
$6.3M
Puts
$21.2M
Net Calls
-$14.9M
Net Calls Change
-$36.5M
Name Holding Trade Value Shares
Change
Shares
Change %
G
201
GenTrust
Florida
$371K
FCA
202
FLC Capital Advisors
California
$367K -$24.6K -877 -6%
LWAC
203
Laurel Wealth Advisors (California)
California
$362K -$41K -1,462 -10%
ProShare Advisors
204
ProShare Advisors
Maryland
$362K +$1.91K +68 +0.5%
RIA
205
Regal Investment Advisors
Michigan
$357K -$93.1K -3,321 -21%
ECM
206
ExodusPoint Capital Management
New York
$356K +$356K +12,693 New
BHWM
207
Beaird Harris Wealth Management
Texas
$350K +$350K +12,478 New
LA
208
LexAurum Advisors
Kansas
$346K
CFGS
209
Concourse Financial Group Securities
Alabama
$334K
IP
210
Ignite Planners
California
$332K -$4.98K -171 -1%
RCM
211
Raleigh Capital Management
North Carolina
$330K +$2.02K +72 +0.6%
Jane Street
212
Jane Street
New York
$330K +$330K +11,775 New
NAM
213
Nissay Asset Management
Japan
$329K +$21.7K +775 +7%
MA
214
MCF Advisors
Kentucky
$324K -$156K -5,555 -32%
BOTW
215
Bank of the West
California
$321K
GWS
216
Glassman Wealth Services
Virginia
$318K
Kayne Anderson Rudnick Investment Management
217
Kayne Anderson Rudnick Investment Management
California
$317K
AIP
218
Ameritas Investment Partners
Nebraska
$313K +$17.1K +610 +6%
GAB
219
German American Bancorp
Indiana
$312K
FWM
220
Foresight Wealth Management
Utah
$308K -$23.1K -825 -7%
VCM
221
Vivaldi Capital Management
Illinois
$306K +$306K +10,790 New
SCI
222
Stableford Capital II
Arizona
$304K
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$304K -$39.8K -1,419 -12%
AOG
224
Alpha Omega Group
Virginia
$302K -$14K -500 -4%
SBIA
225
Sheaff Brock Investment Advisors
Indiana
$299K -$55K -1,962 -16%