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PhenixFIN
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Overview Fund Activity

98 hedge funds and large institutions have $103M invested in PhenixFIN in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 18 closing their positions.

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
32
Closed
18
Calls
$97K
Puts
$157K
Net Calls
-$60K
Net Calls Change
-$2K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.8M
2
AR
2
Advisory Research
Illinois
$3.48M
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$3.34M
4
AWA
4
Arete Wealth Advisors
Illinois
$858K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.62M

Top Sellers

1
MC
1
Muzinich & Co
New York
$2.91M
2
PI
2
Putnam Investments
Massachusetts
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$480K
5
Wells Fargo
5
Wells Fargo
California
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$896K +$77.8K +608 +10%
Goldman Sachs
27
Goldman Sachs
New York
$874K +$270K +2,111 +45%
AWA
28
Arete Wealth Advisors
Illinois
$858K +$675K +5,283 +369%
AG
29
Advisor Group
Arizona
$677K -$49.8K -390 -7%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$676K – – –
WA
31
WFG Advisors
Texas
$553K +$97.9K +766 +21%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$509K +$190K +1,490 +60%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$501K +$3.06K +24 +0.6%
Two Sigma Investments
34
Two Sigma Investments
New York
$480K -$2.28M -17,855 -83%
LPL Financial
35
LPL Financial
California
$476K -$14.7K -115 -3%
EVM
36
Eaton Vance Management
Massachusetts
$476K – – –
EGA
37
Eagle Global Advisors
Texas
$443K -$157K -1,232 -26%
SAM
38
Shikiar Asset Management
New York
$390K -$464K -3,625 -54%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$377K -$351K -2,749 -48%
MNA
40
Manning & Napier Advisors
New York
$366K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$345K +$317K +2,481 +1,128%
AFP
42
Ausdal Financial Partners
Iowa
$318K -$12K -94 -4%
WA
43
Wasatch Advisors
Utah
$262K +$262K +2,051 New
Ameriprise
44
Ameriprise
Minnesota
$258K -$1.02K -8 -0.4%
CGA
45
Crescent Grove Advisors
Illinois
$254K +$254K +1,989 New
AG
46
Aperio Group
California
$246K +$246K +1,923 New
AA
47
Ancora Advisors
Ohio
$224K +$224K +1,750 New
IH
48
IFC Holdings
Florida
$222K +$96.9K +765 +77%
Stifel Financial
49
Stifel Financial
Missouri
$220K +$41.5K +324 +23%
TRCT
50
Tower Research Capital (TRC)
New York
$201K +$201K +1,575 New
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