PhenixFIN
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.
35% more capital invested
Capital invested by funds: $9.65M → $13.1M (+$3.4M)
0.17% less ownership
Funds ownership: 1.53% → 1.36% (-0.17%)
16% less funds holding
Funds holding: 50 → 42 (-8)
47% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 15
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
Top Sellers
PFX Hedge Fund Activity: Q2 2020 in Review
42 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q2 2020, worth a combined $13.1M — up 35% from $9.65M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PFX and 8 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 5 added.
The largest buyer was Almitas Capital, opening a new position worth an estimated $92.9K. The largest seller was Bank of Montreal, exiting entirely with an estimated $292K sold.
- 42 institutional investors held PhenixFIN (PFX) as of Q2 2020, down from 50 in Q1 2020.
- Funds reported $13.1M of PhenixFIN stock for Q2 2020, up 35% quarter-over-quarter.
- 8 funds opened new PhenixFIN positions in Q2 2020 and 15 closed out, a net change of -7 holders.
- The largest PhenixFIN buyer in Q2 2020 was Almitas Capital, an estimated $92.9K added.
- The largest PhenixFIN seller in Q2 2020 was Bank of Montreal, an estimated $292K sold.
Based on aggregated 13F filings for Q2 2020.