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PhenixFIN
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Overview Fund Activity

60 hedge funds and large institutions have $37.4M invested in PhenixFIN in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
6
Increased
15
Reduced
25
Closed
11
Calls
$2K
Puts
$21K
Net Calls
-$19K
Net Calls Change
-$106K

Top Buyers

1
FCG
1
FrontFour Capital Group
Connecticut
$5.33M
2
FM
2
Fondren Management
Texas
$3.14M
3
PA
3
PFG Advisors
Arizona
$615K
4
WAM
4
Weiss Asset Management
Massachusetts
$256K
5
HF
5
HRT Financial
New York
$237K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Wells Fargo
2
Wells Fargo
California
$20K
3
RA
3
Rational Advisors
New York
$0
4
GC
4
Guggenheim Capital
Illinois
$674K
5
EVM
5
Eaton Vance Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AGM
26
Alpine Global Management
New York
$158K +$158K +2,978 New
AG
27
Advisor Group
Arizona
$133K -$13.7K -256 -9%
AFP
28
Ausdal Financial Partners
Iowa
$132K – – –
CSS
29
Cubist Systematic Strategies
Connecticut
$128K -$796 -15 -0.6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$120K -$128K -2,403 -52%
DAL
31
David A. Lorber
$110K +$24.5K +463 +29%
CGA
32
Crescent Grove Advisors
Illinois
$106K – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$105K -$54.7K -1,026 -34%
BCM
34
BlueCrest Capital Management
Jersey
$99K +$99K +1,870 New
MAA
35
Mraz Amerine & Associates
California
$94K – – –
PI
36
PineBridge Investments
New York
$80K +$5.12K +97 +7%
NFA
37
Nuveen Fund Advisors
Illinois
$78K -$59K -1,116 -43%
SPC
38
Sigma Planning Corp
Michigan
$72K +$1.55K +29 +2%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$66K +$16.4K +310 +33%
SI
40
Stephens Inc
Arkansas
$61K -$10.7K -200 -15%
RJA
41
Raymond James & Associates
Florida
$53K -$29.2K -550 -36%
NL
42
NWAM LLC
Washington
$52K – – –
Stifel Financial
43
Stifel Financial
Missouri
$49K -$20.1K -375 -29%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$49K -$18K -339 -27%
WP
45
WealthPLAN Partners
Nebraska
$44K -$21.7K -354 -33%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$44K +$533 +10 +1%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$43K +$43K +802 New
Canada Life
48
Canada Life
Manitoba, Canada
$42K +$3.46K +67 +9%
KM
49
Kalos Management
Georgia
$35K – – –
BCM
50
Bayesian Capital Management
New York
$32K +$32K +594 New
1
2
3