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PhenixFIN
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Overview Fund Activity

101 hedge funds and large institutions have $148M invested in PhenixFIN in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
32
Reduced
31
Closed
16
Calls
$98K
Puts
$156K
Net Calls
-$58K
Net Calls Change
+$600K

Top Buyers

1
MC
1
Muzinich & Co
New York
$14.8M
2
BlackRock
2
BlackRock
New York
$3.46M
3
Invesco
3
Invesco
Georgia
$11.6M
4
PI
4
Putnam Investments
Massachusetts
$6.2M
5
UBS Group
5
UBS Group
Switzerland
$7.24M

Top Sellers

1
IP
1
Ironsides Partners
Massachusetts
$0
2
PAM
2
PVG Asset Management
Colorado
$1.27M
3
GIM
3
Greenwich Investment Management
Connecticut
$417K
4
FTCM
4
First Trust Capital Management
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$771K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.56M +$169K +1,102 +12%
HIM
27
Hillsdale Investment Management
Ontario, Canada
$1.45M +$1.45M +9,435 New
SAM
28
Selway Asset Management
$1.29M -$769 -5 -0.1%
PAM
29
PVG Asset Management
Colorado
$1.27M -$3.97M -25,800 -76%
SAM
30
Shikiar Asset Management
New York
$1.03M – – –
Legal & General Group
31
Legal & General Group
United Kingdom
$983K +$48.4K +315 +5%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$877K -$18.9K -123 -2%
AG
33
Advisor Group
Arizona
$874K +$152K +986 +21%
NFA
34
Nationwide Fund Advisors
Ohio
$832K +$176K +1,145 +27%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$814K -$35.4K -230 -4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$771K -$986K -6,409 -56%
Goldman Sachs
37
Goldman Sachs
New York
$727K -$273K -1,775 -27%
EGA
38
Eagle Global Advisors
Texas
$723K +$723K +4,698 New
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$600K +$417K +2,710 +228%
LPL Financial
40
LPL Financial
California
$588K -$10.6K -69 -2%
EVM
41
Eaton Vance Management
Massachusetts
$573K – – –
WA
42
WFG Advisors
Texas
$548K -$209K -1,356 -28%
OAM
43
Oxford Asset Management
United Kingdom
$485K +$485K +3,156 New
MNA
44
Manning & Napier Advisors
New York
$441K -$78.1K -508 -15%
GIM
45
Greenwich Investment Management
Connecticut
$417K -$2.69M -17,482 -87%
LA
46
Lucus Advisors
New York
$408K +$244K +1,585 +149%
AFP
47
Ausdal Financial Partners
Iowa
$397K +$46.2K +300 +13%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$384K -$127K -825 -25%
Ameriprise
49
Ameriprise
Minnesota
$312K -$13.2K -86 -4%
NL
50
NWAM LLC
Washington
$251K -$770 -5 -0.3%
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