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Phillips Edison & Co

357 hedge funds and large institutions have $3.31B invested in Phillips Edison & Co in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 139 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-6
Holders Change %
-1.65%
% of All Funds
5.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
104
Reduced
139
Closed
33
Calls
$5.27M
Puts
$1.22M
Net Calls
+$4.05M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
201
Ignite Planners
California
$472K +$97.6K +2,921 +26%
TC
202
TownSquare Capital
Utah
$469K +$17.8K +530 +4%
VanEck Associates
203
VanEck Associates
New York
$463K +$19.2K +573 +4%
AIP
204
Ameritas Investment Partners
Nebraska
$461K +$66.4K +1,981 +17%
SMG
205
Smart Money Group
Texas
$461K +$3.72K +111 +0.8%
CA
206
Continuum Advisory
Idaho
$458K -$96.5K -2,878 -17%
BPA
207
Beacon Pointe Advisors
California
$454K +$454K +13,525 New
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$450K +$139K +4,138 +45%
CB
209
Cadence Bank
Mississippi
$449K
G
210
GenTrust
Florida
$443K
DFG
211
Demars Financial Group
Washington
$436K +$12K +357 +3%
BHWM
212
Beaird Harris Wealth Management
Texas
$419K
AA
213
Advisory Alpha
Michigan
$418K -$20.6K -615 -5%
AFP
214
Ausdal Financial Partners
Iowa
$417K -$143K -4,259 -25%
CFGS
215
Concourse Financial Group Securities
Alabama
$411K
EWM
216
Evercore Wealth Management
New York
$402K -$1.28M -38,156 -76%
Stifel Financial
217
Stifel Financial
Missouri
$400K +$400K +11,929 New
UCFA
218
United Capital Financial Advisors
Texas
$399K +$167K +4,976 +72%
OLVIG
219
Oliver Lagore Vanvalin Investment Group
Michigan
$398K -$112K -3,340 -22%
RCM
220
Raleigh Capital Management
North Carolina
$392K -$9.96K -297 -2%
GWS
221
Glassman Wealth Services
Virginia
$380K
Kayne Anderson Rudnick Investment Management
222
Kayne Anderson Rudnick Investment Management
California
$379K
VCM
223
Vivaldi Capital Management
Illinois
$362K
SCI
224
Stableford Capital II
Arizona
$362K
M&T Bank
225
M&T Bank
New York
$359K -$10.2K -303 -3%