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PhenixFIN
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Overview Fund Activity

50 hedge funds and large institutions have $9.65M invested in PhenixFIN in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
7
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LW
1
Linscomb Wealth
Texas
$76K
2
Citadel Advisors
2
Citadel Advisors
Florida
$54K
3
FM
3
Fondren Management
Texas
$678K
4
CHAM
4
Clear Harbor Asset Management
Connecticut
$82K
5
HF
5
HRT Financial
New York
$34K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
FIG
2
Fortress Investment Group
New York
$3.85M
3
VEA
3
Virtus ETF Advisers
New York
$480K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$58K
5
WG
5
Welch Group
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$27K -$5.19K -450 -16%
BO
27
Bank OZK
Arkansas
$18K +$18K +1,565 New
SI
28
Stephens Inc
Arkansas
$16K -$4.02K -340 -20%
SPC
29
Sigma Planning Corp
Michigan
$11K -$4.73K -398 -30%
Victory Capital Management
30
Victory Capital Management
Texas
$10K +$10K +793 New
Two Sigma Advisers
31
Two Sigma Advisers
New York
$9K – – –
NL
32
NWAM LLC
Washington
$8.81K – – –
UBS Group
33
UBS Group
Switzerland
$8K -$111K -10,429 -93%
CB
34
Cadence Bank
Mississippi
$8K -$68.3K -6,100 -90%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$8K – – –
Stifel Financial
36
Stifel Financial
Missouri
$7K -$1.44K -137 -17%
RJA
37
Raymond James & Associates
Florida
$7K -$547 -50 -7%
WP
38
WealthPLAN Partners
Nebraska
$7K -$354 -30 -5%
KM
39
Kalos Management
Georgia
$7K – – –
Wells Fargo
40
Wells Fargo
California
$7K +$3.27K +274 +88%
PAM
41
PVG Asset Management
Colorado
$6.2K +$6.2K +533 New
SIC
42
Samalin Investment Counsel
New York
$6K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$3K -$311 -23 -9%
TRCT
44
Tower Research Capital (TRC)
New York
$2K -$2.74K -177 -58%
Bank of America
45
Bank of America
North Carolina
$2K +$47 +5 +2%
ETI
46
Enterprise Trust & Investment
California
$1K – – –
AF
47
Allworth Financial
California
$1K +$1K +50 New
Invesco
48
Invesco
Georgia
– -$516K -11,839 Closed
WG
49
Welch Group
Alabama
– -$149K -3,415 Closed
Squarepoint
50
Squarepoint
New York
– -$108K -2,485 Closed
1
2
3