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AlphaCentric Advisors’s PhenixFIN PFX Stock Holding History

AlphaCentric Advisors’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$507K Buy
+10,300
New +$493K 0.51% 55

Other funds holding PFX

ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AlphaCentric Advisors's PFX Position: Q4 2024 in Review

AlphaCentric Advisors opened a new position in PhenixFIN (PFX) in Q4 2024: 10,300 shares worth $507K. The stake represents 0.51% of the portfolio and ranks #55 among its holdings.

20 funds tracked by Wall St. Rank hold PFX as of Q4 2024.

  • AlphaCentric Advisors held 10,300 shares of PhenixFIN worth $507K as of Q4 2024.
  • PhenixFIN was a new AlphaCentric Advisors position in Q4 2024.
  • PhenixFIN made up 0.51% of AlphaCentric Advisors's portfolio in Q4 2024, its #55 holding.
  • 20 funds tracked by Wall St. Rank held PhenixFIN as of Q4 2024.

Based on AlphaCentric Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.