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PhenixFIN
PFX

26 hedge funds and large institutions have $15.9M invested in PhenixFIN in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $8.33M → $15.9M (+$7.55M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more funds holding

Funds holding: 24 → 26 (+2)

5.65% more ownership

Funds ownership: 8.78% → 14.43% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
3
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
2L
22NW LP
Washington
+$4.47M
2
MCP
Moab Capital Partners
New York
+$1.5M
3
Morgan Stanley
Morgan Stanley
New York
+$562K
4
ACM
Adalta Capital Management
New York
+$379K
5
BCV
Banque Cantonale Vaudoise
Switzerland
+$94.7K

Top Sellers

1
BPCM
Beach Point Capital Management
California
-$658K
2
Millennium Management
Millennium Management
New York
-$85K
3
Legal & General Group
Legal & General Group
United Kingdom
-$67.6K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$50K
5
Osaic Holdings
Osaic Holdings
Arizona
-$21.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPCM
26
Beach Point Capital Management
California
– -$658K -20,000 Closed
TNB
27
Thomasville National Bank
Georgia
– -$6K -11,048 Closed
FIA
28
FNY Investment Advisers
New York
– -$3K -100 Closed
1
2

PFX Hedge Fund Activity: Q2 2021 in Review

26 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q2 2021, worth a combined $15.9M — up 91% from $8.33M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFX positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was 22NW LP, opening a new position worth an estimated $4.47M. The largest seller was Beach Point Capital Management, exiting entirely with an estimated $658K sold.

  • 26 institutional investors held PhenixFIN (PFX) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $15.9M of PhenixFIN stock for Q2 2021, up 91% quarter-over-quarter.
  • 6 funds opened new PhenixFIN positions in Q2 2021 and 4 closed out, a net change of +2 holders.
  • The largest PhenixFIN buyer in Q2 2021 was 22NW LP, an estimated $4.47M added.
  • The largest PhenixFIN seller in Q2 2021 was Beach Point Capital Management, an estimated $658K sold.

Based on aggregated 13F filings for Q2 2021.