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PhenixFIN

54 hedge funds and large institutions have $42.5M invested in PhenixFIN in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
2
Increased
13
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$155K
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$155K +$104K +1,672 +203%
CSS
28
Cubist Systematic Strategies
Connecticut
$150K
DAL
29
David A. Lorber
$130K +$623 +10 +0.5%
CGA
30
Crescent Grove Advisors
Illinois
$124K
MAA
31
Mraz Amerine & Associates
California
$108K -$1.8K -29 -2%
AG
32
Advisor Group
Arizona
$105K -$50.1K -801 -32%
SI
33
Stephens Inc
Arkansas
$84K +$12.5K +200 +17%
SPC
34
Sigma Planning Corp
Michigan
$83K -$683 -11 -0.8%
RJA
35
Raymond James & Associates
Florida
$62K
NL
36
NWAM LLC
Washington
$61K
Stifel Financial
37
Stifel Financial
Missouri
$60K +$3.64K +59 +6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$53K -$24.6K -396 -32%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$51K -$6.53K -105 -11%
Canada Life
40
Canada Life
Manitoba, Canada
$51K
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$47K -$2.93K -47 -6%
WP
42
WealthPLAN Partners
Nebraska
$44K
TRCT
43
Tower Research Capital (TRC)
New York
$34K +$8.77K +144 +35%
CIBC World Market
44
CIBC World Market
Ontario, Canada
$33K -$3.44K -55 -9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$31K +$2.99K +48 +11%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$28K -$94.5K -1,519 -77%
Wells Fargo
47
Wells Fargo
California
$27K +$4.05K +65 +18%
Bank of America
48
Bank of America
North Carolina
$13K -$197K -3,262 -94%
WEC
49
Winslow Evans & Crocker
Massachusetts
$12K
Bessemer Group
50
Bessemer Group
New Jersey
$6K