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PhenixFIN
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Overview Fund Activity

106 hedge funds and large institutions have $139M invested in PhenixFIN in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
39
Reduced
31
Closed
16
Calls
$415K
Puts
$1.07M
Net Calls
-$658K
Net Calls Change
-$1.17M

Top Buyers

1
WHI
1
William Harris Investors
Illinois
$4.36M
2
PI
2
Putnam Investments
Massachusetts
$4.06M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.31M
4
MC
4
Muzinich & Co
New York
$6.13M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.18M

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$0
2
PAM
2
PVG Asset Management
Colorado
$5.11M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.99M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$83K
5
Invesco
5
Invesco
Georgia
$8.67M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
Arete Wealth Advisors
Illinois
$215K 28,620 -7,800 -21%
HFS
52
HL Financial Services
Kentucky
$201K 26,747 -1,430 -5%
VKH
53
Virtu KCG Holdings
New York
$187K 24,871 +24,871 New
Citadel Advisors
54
Citadel Advisors
Florida
$179K 23,799 -194,740 -89%
Mackenzie Financial
55
Mackenzie Financial
Ontario, Canada
$179K 23,805 +23,805 New
Citigroup
56
Citigroup
New York
$171K 22,868 -8,854 -28%
AL
57
Airain Ltd
Guernsey
$170K 22,699 +22,699 New
LA
58
Lucus Advisors
New York
$160K 21,334 +21,334 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$159K 21,203 +21,203 New
IA
60
IFP Advisors
Florida
$149K 19,815 -10,224 -34%
PG
61
PEAK6 Group
Illinois
$144K 19,176 +19,176 New
CS
62
Credit Suisse
Switzerland
$142K 18,881 -4,266 -18%
PI
63
PineBridge Investments
New York
$139K 18,478 +1,570 +9%
WS
64
Wedbush Securities
California
$127K 16,930 -3,430 -17%
MCC
65
Malaga Cove Capital
California
$127K 13,000 – –
AIM
66
Acrospire Investment Management
Illinois
$125K 16,630 +2,700 +19%
PAG
67
Private Advisor Group
New Jersey
$109K 14,060 -5,537 -28%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$109K 14,539 +14,539 New
DC
69
Davenport & Co
Virginia
$106K 14,150 +2,450 +21%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$104K 13,876 -6,060 -30%
MFS
71
MSI Financial Services
Massachusetts
$101K 13,474 +1,000 +8%
Northern Trust
72
Northern Trust
Illinois
$97K 12,910 +652 +5%
Creative Planning
73
Creative Planning
Kansas
$97K 12,900 +900 +8%
Squarepoint
74
Squarepoint
New York
$93K 12,419 +12,419 New
RJA
75
Raymond James & Associates
Florida
$90K 11,983 -1,471 -11%
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