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PhenixFIN

101 hedge funds and large institutions have $148M invested in PhenixFIN in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

37% less call options, than puts

Call options by funds: $98K | Put options by funds: $156K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$98K
Puts
$156K
Net Calls
Net Calls Change

Top Buyers

1 +$8.48M
2 +$3.46M
3 +$2.71M
4
PI
Putnam Investments
Massachusetts
+$2.05M
5
UBS Group
UBS Group
Switzerland
+$1.59M

Top Sellers

1 -$7.92M
2 -$3.97M
3 -$2.69M
4
FTCM
First Trust Capital Management
Illinois
-$1.15M
5
JP Morgan Chase
JP Morgan Chase
New York
-$986K
Name Holding Trade Value Shares
Change
Change in
Stake
51
$220K
52
$214K
53
$208K
54
$197K
55
$190K
56
$182K
57
$181K
58
$179K
59
$153K
60
$147K
61
$146K
62
$140K
63
$137K
64
$137K
65
$135K
66
$130K
67
$127K
68
$123K
69
$114K
70
$106K
71
$103K
72
$93K
73
$90K
74
$89K
75
$89K