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PhenixFIN

99 hedge funds and large institutions have $140M invested in PhenixFIN in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
32
Reduced
36
Closed
10
Calls
$1K
Puts
$62K
Net Calls
-$61K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.03M +$571K +3,841 +125%
Barclays
27
Barclays
United Kingdom
$1.02M -$316K -2,260 -24%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.01M -$34.2K -230 -3%
AIG
29
American International Group
New York
$984K -$727K -4,888 -42%
LPL Financial
30
LPL Financial
California
$894K -$424K -2,727 -32%
PI
31
Putnam Investments
Massachusetts
$759K +$31.3K +210 +4%
TYCC
32
Texas Yale Capital Corp
Florida
$742K -$162K -1,089 -18%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$718K +$88.5K +595 +14%
IPC
34
Independent Portfolio Consultants
Florida
$675K +$18.2K +122 +3%
MNA
35
Manning & Napier Advisors
New York
$601K +$9.21K +62 +2%
Legal & General Group
36
Legal & General Group
United Kingdom
$571K +$92.3K +619 +19%
EVM
37
Eaton Vance Management
Massachusetts
$554K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$494K +$365K +2,453 +283%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$432K -$669K -4,497 -61%
SPC
40
Sigma Planning Corp
Michigan
$426K +$30.1K +202 +8%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$424K +$424K +2,850 New
Ameriprise
42
Ameriprise
Minnesota
$408K +$408K +2,745 New
TG
43
TCW Group
California
$385K
NL
44
NWAM LLC
Washington
$372K +$14.9K +100 +4%
GIM
45
Greenwich Investment Management
Connecticut
$365K -$13.4K -90 -4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$317K +$128K +862 +68%
Citigroup
47
Citigroup
New York
$308K -$38.4K -258 -11%
OAM
48
Orinda Asset Management
California
$301K +$301K +2,023 New
HFS
49
HL Financial Services
Kentucky
$267K +$5.21K +35 +2%
C
50
CFO4Life
Texas
$265K -$84.6K -569 -24%