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Phillips Edison & Co

343 hedge funds and large institutions have $2.67B invested in Phillips Edison & Co in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 104 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+13
Holders Change %
+3.94%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
51
Increased
104
Reduced
119
Closed
33
Calls
$6.39M
Puts
$178K
Net Calls
+$6.21M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
201
Nissay Asset Management
Japan
$394K +$20.3K +639 +5%
LA
202
LexAurum Advisors
Kansas
$393K
JF
203
Jump Financial
Illinois
$392K +$392K +12,301 New
CFGS
204
Concourse Financial Group Securities
Alabama
$391K +$11.4K +358 +3%
VanEck Associates
205
VanEck Associates
New York
$387K +$172K +5,396 +80%
PCA
206
Personal Capital Advisors
California
$382K +$66.6K +2,091 +21%
IP
207
Ignite Planners
California
$380K -$1.47K -44 -0.4%
State Board of Administration of Florida Retirement System
208
State Board of Administration of Florida Retirement System
Florida
$379K +$379K +11,900 New
CW
209
CreativeOne Wealth
Kansas
$377K -$49.3K -1,547 -12%
RCM
210
Raleigh Capital Management
North Carolina
$377K +$2.71K +85 +0.7%
MA
211
MCF Advisors
Kentucky
$368K
BPA
212
Beacon Pointe Advisors
California
$366K -$145K -4,558 -28%
AIP
213
Ameritas Investment Partners
Nebraska
$364K
BOTW
214
Bank of the West
California
$364K
GWS
215
Glassman Wealth Services
Virginia
$361K
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$360K
CFCI
217
Comprehensive Financial Consultants Institutional
Indiana
$356K -$143K -4,229 -29%
TCM
218
Triumph Capital Management
Colorado
$351K +$351K +10,985 New
FCA
219
FLC Capital Advisors
California
$348K -$69.3K -2,176 -17%
VCM
220
Vivaldi Capital Management
Illinois
$345K
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$345K -$159 -5 -0%
CCP
222
Carmel Capital Partners
California
$342K -$164K -5,153 -32%
SBIA
223
Sheaff Brock Investment Advisors
Indiana
$341K +$1.02K +32 +0.3%
SCI
224
Stableford Capital II
Arizona
$336K
Handelsbanken Fonder
225
Handelsbanken Fonder
Sweden
$334K