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PhenixFIN

56 hedge funds and large institutions have $37.4M invested in PhenixFIN in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
10
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WG
26
Welch Group
Alabama
$177K +$177K +3,415 New
GC
27
Guggenheim Capital
Illinois
$164K -$231K -4,459 -58%
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$130K
LS
29
Loukas Stephen
$108K
SI
30
Stephens Inc
Arkansas
$85K +$4.12K +80 +5%
AG
31
Advisor Group
Arizona
$72K -$15.2K -295 -17%
SPC
32
Sigma Planning Corp
Michigan
$70K -$4.19K -81 -6%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$65K -$45.8K -888 -41%
HF
34
HRT Financial
New York
$59K +$59K +1,151 New
AFP
35
Ausdal Financial Partners
Iowa
$52K
RJA
36
Raymond James & Associates
Florida
$45K -$7.73K -150 -15%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$45K
Stifel Financial
38
Stifel Financial
Missouri
$43K +$2.58K +50 +6%
NL
39
NWAM LLC
Washington
$41K -$8.51K -163 -17%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$39K
KM
41
Kalos Management
Georgia
$33K
WP
42
WealthPLAN Partners
Nebraska
$29K +$201 +5 +0.7%
Goldman Sachs
43
Goldman Sachs
New York
$28K +$28K +533 New
Victory Capital Management
44
Victory Capital Management
Texas
$25K +$25K +490 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$23K
Wells Fargo
46
Wells Fargo
California
$19K
TRCT
47
Tower Research Capital (TRC)
New York
$15K +$12.4K +252 +475%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$13K -$16.4K -320 -56%
Bank of America
49
Bank of America
North Carolina
$11K -$262 -5 -2%
Bessemer Group
50
Bessemer Group
New Jersey
$5K