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PhenixFIN
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Overview Fund Activity

101 hedge funds and large institutions have $121M invested in PhenixFIN in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
43
Reduced
25
Closed
10
Calls
$789K
Puts
$273K
Net Calls
+$516K
Net Calls Change
+$688K

Top Buyers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$3.05M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.88M
3
AM
3
Ares Management
California
$6.11M
4
Wells Fargo
4
Wells Fargo
California
$4.89M
5
MVP
5
Miller Value Partners
Florida
$2.01M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.3M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.77M
3
MP
3
Mangrove Partners
Connecticut
$0
4
PAM
4
PVG Asset Management
Colorado
$7.44M
5
AAM
5
Advisors Asset Management
Colorado
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$229K 30,039 +13,480 +81%
HFS
52
HL Financial Services
Kentucky
$215K 28,177 – –
CC
53
Caxton Corporation
New Jersey
$209K 27,357 +2,444 +10%
NFC
54
Northeast Financial Consultants
Connecticut
$191K 25,000 – –
CS
55
Credit Suisse
Switzerland
$176K 23,147 +13,064 +130%
WS
56
Wedbush Securities
California
$155K 20,360 -2,800 -12%
CIBC World Market
57
CIBC World Market
Ontario, Canada
$152K 19,936 -4,401 -18%
PAG
58
Private Advisor Group
New Jersey
$149K 19,597 +2,321 +13%
PI
59
PineBridge Investments
New York
$129K 16,908 -319 -2%
GH
60
GAM Holding
Switzerland
$120K 15,762 +15,762 New
MCC
61
Malaga Cove Capital
California
$107K 13,000 +13,000 New
AIM
62
Acrospire Investment Management
Illinois
$106K 13,930 +4,800 +53%
RJA
63
Raymond James & Associates
Florida
$103K 13,454 +1,000 +8%
TYCC
64
Texas Yale Capital Corp
Florida
$102K 13,401 – –
CG
65
Cutler Group
California
$102K 13,449 +10,030 +293%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$97K 12,704 +2,393 +23%
C
67
CFO4Life
Texas
$96K 12,591 +346 +3%
MFS
68
MSI Financial Services
Massachusetts
$95K 12,474 +2,200 +21%
Northern Trust
69
Northern Trust
Illinois
$93K 12,258 -1,342 -10%
Creative Planning
70
Creative Planning
Kansas
$92K 12,000 -1,800 -13%
BFM
71
Boothbay Fund Management
New York
$92K 12,044 +12,044 New
DC
72
Davenport & Co
Virginia
$89.3K 11,700 +11,700 New
RJFSA
73
Raymond James Financial Services Advisors
Florida
$89K 11,608 -3,467 -23%
MF
74
Magnetar Financial
Illinois
$87K 11,432 +11,432 New
VFA
75
Voya Financial Advisors
Connecticut
$84K 10,956 -390 -3%
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3
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