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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.

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 Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$474M 16,901,198 +125,181 +0.7%
BlackRock
2
BlackRock
New York
$283M 10,087,505 +641,834 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$253M 9,010,131 -68 -0%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$165M 5,888,586 +296,336 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M 5,415,353 -458,790 -8%
State Street
6
State Street
Massachusetts
$128M 4,535,288 +55,002 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$66M 2,353,564 +50,765 +2%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$64.7M 2,304,990 +519,414 +29%
Charles Schwab
9
Charles Schwab
California
$38.6M 1,377,216 +566,424 +70%
Northern Trust
10
Northern Trust
Illinois
$37.4M 1,335,080 +40,473 +3%
FFA
11
First Foundation Advisors
California
$35.3M 1,260,163 +2,853 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$31.1M 1,107,139 -183,779 -14%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$25.6M 911,465 +82,391 +10%
CA
14
Cetera Advisors
Colorado
$22.7M 809,444 -41,606 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$21.5M 766,414 -1,337 -0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$19.6M 697,400 -67,406 -9%
Legal & General Group
17
Legal & General Group
United Kingdom
$18.9M 673,813 +72,470 +12%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$17.4M 621,614 -10,721 -2%
Holocene Advisors
19
Holocene Advisors
New York
$16.7M 595,957 +33,144 +6%
CAN
20
Cetera Advisor Networks
California
$15.3M 546,852 +8,100 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$14.9M 532,929 -25,081 -4%
UBS AM
22
UBS AM
Illinois
$14.8M 528,663 +58,935 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$14.6M 519,717 +67,790 +15%
AllianceBernstein
24
AllianceBernstein
Tennessee
$14M 497,523 -34,049 -6%
LPL Financial
25
LPL Financial
California
$12.8M 457,171 +41,489 +10%