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PhenixFIN
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Overview Fund Activity

42 hedge funds and large institutions have $13.1M invested in PhenixFIN in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 15 closing their positions.

Holders
42
Holders Change
-8
Holders Change %
-16%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
8
Increased
5
Reduced
13
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.45M
2
AC
2
Almitas Capital
California
$110K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$145K
4
LW
4
Linscomb Wealth
Texas
$120K
5
Legal & General Group
5
Legal & General Group
United Kingdom
$237K

Top Sellers

1
VEA
1
Virtus ETF Advisers
New York
$291K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
GIM
3
Greenwich Investment Management
Connecticut
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$122K
5
FM
5
Fondren Management
Texas
$762K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$18K +$18K +1,166 New
SPC
27
Sigma Planning Corp
Michigan
$14K – – –
NL
28
NWAM LLC
Washington
$12K – – –
Two Sigma Advisers
29
Two Sigma Advisers
New York
$11K – – –
KM
30
Kalos Management
Georgia
$10K – – –
RJA
31
Raymond James & Associates
Florida
$10K – – –
Stifel Financial
32
Stifel Financial
Missouri
$10K – – –
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$10K – – –
TNB
34
Thomasville National Bank
Georgia
$8K +$8K +552 New
Wells Fargo
35
Wells Fargo
California
$5K -$3.09K -224 -38%
Bank of America
36
Bank of America
North Carolina
$3K -$794 -45 -21%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$3K – – –
RCA
38
Ranch Capital Advisors
Florida
$1K +$1K +5 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
– -$292K -27,750 Closed
GIM
40
Greenwich Investment Management
Connecticut
– -$138K -11,888 Closed
SCM
41
Springhouse Capital Management
Connecticut
– -$75K -6,429 Closed
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
– -$58K -4,949 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$54K -4,674 Closed
Jane Street
44
Jane Street
New York
– -$37K -3,165 Closed
HF
45
HRT Financial
New York
– -$34K -2,962 Closed
BO
46
Bank OZK
Arkansas
– -$18K -1,565 Closed
Victory Capital Management
47
Victory Capital Management
Texas
– -$10K -793 Closed
CB
48
Cadence Bank
Mississippi
– -$8K -715 Closed
WP
49
WealthPLAN Partners
Nebraska
– -$7K -593 Closed
SIC
50
Samalin Investment Counsel
New York
– -$6K -562 Closed
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