We are live on ! Find out more
PFX

PHOENIX COMPANIES INC 7.45% PFD
PFX

Delisted

PFX was delisted on the 24th of June, 2016.

Back to rankings

3 hedge funds and large institutions have $5.22M invested in PHOENIX COMPANIES INC 7.45% PFD in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

12% more capital invested

Capital invested by funds: $4.67M → $5.22M (+$550K)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EHC
Everett Harris & Co
California
+$776K

Top Sellers

No sellers this quarter

PFX Hedge Fund Activity: Q1 2025 in Review

3 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in PHOENIX COMPANIES INC 7.45% PFD (PFX) for Q1 2025, worth a combined $5.22M — up 12% from $4.67M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PFX positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Everett Harris & Co, opening a new position worth an estimated $776K.

  • 3 institutional investors held PHOENIX COMPANIES INC 7.45% PFD (PFX) as of Q1 2025, up from 2 in Q4 2024.
  • Funds reported $5.22M of PHOENIX COMPANIES INC 7.45% PFD stock for Q1 2025, up 12% quarter-over-quarter.
  • 1 fund opened new PHOENIX COMPANIES INC 7.45% PFD positions in Q1 2025 and 0 closed out, a net change of +1 holder.
  • The largest PHOENIX COMPANIES INC 7.45% PFD buyer in Q1 2025 was Everett Harris & Co, an estimated $776K added.

Based on aggregated 13F filings for Q1 2025.