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PhenixFIN
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Overview Fund Activity

105 hedge funds and large institutions have $207M invested in PhenixFIN in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 26 closing their positions.

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
24
Increased
32
Reduced
39
Closed
26
Calls
–
Puts
$405K
Net Calls
-$405K
Net Calls Change
+$1.09M

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.67M
2
AFG
2
American Financial Group
Ohio
$8.82M
3
Invesco
3
Invesco
Georgia
$19.2M
4
HCM
4
Hilton Capital Management
New York
$9.77M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.28M

Top Sellers

1
VM
1
Varde Management
Minnesota
$0
2
YMRC
2
Yorktown Management & Research Company
Virginia
$0
3
BTS
3
BB&T Securities
Virginia
$1.31M
4
Ameriprise
4
Ameriprise
Minnesota
$18.9M
5
Millennium Management
5
Millennium Management
New York
$950K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$403K +$403K +2,180 New
AA
52
ALPS Advisors
Colorado
$394K -$52.7K -285 -12%
PAG
53
Private Advisor Group
New Jersey
$331K -$38.1K -206 -10%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$330K +$12.2K +66 +4%
C
55
CFO4Life
Texas
$329K +$329K +1,783 New
CSS
56
Cubist Systematic Strategies
Connecticut
$306K -$45.9K -248 -13%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$305K +$102K +555 +51%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$299K +$299K +1,620 New
TYCC
59
Texas Yale Capital Corp
Florida
$287K -$413K -2,236 -59%
AWCI
60
Alpine Woods Capital Investors
New York
$277K +$277K +1,500 New
HFS
61
HL Financial Services
Kentucky
$258K +$17.9K +97 +7%
MIAN
62
Mariner Independent Advisor Network
Kansas
$256K +$48.4K +262 +23%
DC
63
Davenport & Co
Virginia
$240K -$234K -1,265 -49%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$240K +$64.6K +350 +37%
MSE
65
MUFG Securities EMEA
United Kingdom
$201K -$462K -2,500 -70%
SCM
66
Stevens Capital Management
Pennsylvania
$193K +$193K +1,044 New
WRM
67
Westport Resources Management
Connecticut
$192K -$333K -1,803 -63%
TC
68
TFS Capital
Pennsylvania
$176K -$32.7K -177 -16%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$170K +$15.2K +82 +10%
CIA
70
Capital Investment Advisors
Georgia
$165K -$6.48K -35 -4%
PPA
71
Parametric Portfolio Associates
Washington
$164K -$26.5K -143 -14%
Creative Planning
72
Creative Planning
Kansas
$162K +$131K +710 +430%
Nomura Holdings
73
Nomura Holdings
Japan
$161K -$177K -933 -52%
Citigroup
74
Citigroup
New York
$157K +$11.1K +60 +8%
CC
75
Caxton Corporation
New Jersey
$152K +$152K +825 New
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