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PhenixFIN
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Overview Fund Activity

94 hedge funds and large institutions have $101M invested in PhenixFIN in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
27
Reduced
31
Closed
10
Calls
–
Puts
$172K
Net Calls
-$172K
Net Calls Change
-$271K

Top Buyers

1
AM
1
Ares Management
California
$3M
2
Wells Fargo
2
Wells Fargo
California
$2M
3
GIM
3
Greenwich Investment Management
Connecticut
$1.23M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$685K
5
PI
5
Putnam Investments
Massachusetts
$1.39M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
PAM
2
PVG Asset Management
Colorado
$8.58M
3
AAM
3
Advisors Asset Management
Colorado
$2.07M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$162K 24,212 +24,212 New
WS
52
Wedbush Securities
California
$155K 23,160 -330 -1%
PAG
53
Private Advisor Group
New Jersey
$123K 17,276 -2,003 -10%
EPM
54
Equitec Proprietary Markets
Illinois
$118K 17,559 -6,797 -28%
PI
55
PineBridge Investments
New York
$115K 17,227 +4,711 +38%
IA
56
IFP Advisors
Florida
$111K 16,559 +16,559 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$101K 15,075 -4,000 -21%
VFS
58
VSR Financial Services
Kansas
$98K 14,600 +3,800 +35%
Creative Planning
59
Creative Planning
Kansas
$92K 13,800 +1,468 +12%
Northern Trust
60
Northern Trust
Illinois
$91K 13,600 -903 -6%
TYCC
61
Texas Yale Capital Corp
Florida
$90K 13,401 -2,850 -18%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$84K 12,509 +12,509 New
RJA
63
Raymond James & Associates
Florida
$83K 12,454 -3,500 -22%
C
64
CFO4Life
Texas
$82K 12,245 +542 +5%
Wolverine Trading
65
Wolverine Trading
Illinois
$82K 12,442 +12,442 New
KA
66
Kovack Advisors
Florida
$77K 11,470 – –
VFA
67
Voya Financial Advisors
Connecticut
$75K 11,346 – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$69K 10,311 -2,300 -18%
MFS
69
MSI Financial Services
Massachusetts
$69K 10,274 – –
CS
70
Credit Suisse
Switzerland
$68K 10,083 +10,083 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$64K 9,560 +9,560 New
CPIG
72
Chicago Partners Investment Group
Illinois
$63K 9,426 +251 +3%
AIM
73
Acrospire Investment Management
Illinois
$61K 9,130 +9,130 New
WEC
74
Winslow Evans & Crocker
Massachusetts
$34.4K 5,130 -282 -5%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$29K 4,246 -5,972 -58%
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3
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