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PhenixFIN

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.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

37% less call options, than puts

Call options by funds: $98K | Put options by funds: $156K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$98K
Puts
$156K
Net Calls
Net Calls Change

Top Buyers

1 +$8.48M
2 +$3.46M
3 +$2.71M
4
PI
Putnam Investments
Massachusetts
+$2.05M
5
UBS Group
UBS Group
Switzerland
+$1.59M

Top Sellers

1 -$7.92M
2 -$3.97M
3 -$2.69M
4
FTCM
First Trust Capital Management
Illinois
-$1.15M
5
JP Morgan Chase
JP Morgan Chase
New York
-$986K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.56M
27
$1.45M
28
$1.29M
29
$1.27M
30
$1.03M
31
$983K
32
$877K
33
$874K
34
$832K
35
$814K
36
$771K
37
$727K
38
$723K
39
$600K
40
$588K
41
$573K
42
$548K
43
$485K
44
$441K
45
$417K
46
$408K
47
$397K
48
$384K
49
$312K
50
$251K