PhenixFIN
65 hedge funds and large institutions have $58.9M invested in PhenixFIN in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
48% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 27
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
65
Holding in Top 10
1
Calls
$187K
Puts
$100K
Top Buyers
| 1 | +$5.93M | |
| 2 | +$5.82M | |
| 3 | +$2.98M | |
| 4 |
Morgan Stanley
New York
|
+$479K |
| 5 |
LPL Financial
San Diego,
California
|
+$397K |
Top Sellers
| 1 | -$3.81M | |
| 2 | -$2.68M | |
| 3 | -$874K | |
| 4 |
WFI
West Family Investments
Carlsbad,
California
|
-$485K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$453K |