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PhenixFIN
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Overview Fund Activity

93 hedge funds and large institutions have $89.6M invested in PhenixFIN in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
22
Reduced
37
Closed
13
Calls
–
Puts
$65K
Net Calls
-$65K
Net Calls Change
+$35K

Top Buyers

1
PAM
1
PVG Asset Management
Colorado
$8.5M
2
RAM
2
Roumell Asset Management
Maryland
$5.14M
3
RA
3
Rational Advisors
New York
$2.44M
4
CAS
4
Cue Advisory Services
Arizona
$1.87M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.56M

Top Sellers

1
AR
1
Advisory Research
Illinois
$1.03M
2
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$934K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.68M
4
Wells Fargo
4
Wells Fargo
California
$1.97M
5
UBS Group
5
UBS Group
Switzerland
$3.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$147K +$730 +7 +0.5%
AWCI
52
Alpine Woods Capital Investors
New York
$146K +$15.6K +150 +12%
Stifel Financial
53
Stifel Financial
Missouri
$131K +$1.25K +12 +1%
SI
54
Stephens Inc
Arkansas
$129K +$11K +105 +9%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$126K -$14.6K -140 -10%
NL
56
NWAM LLC
Washington
$112K -$18.4K -177 -14%
HFS
57
HL Financial Services
Kentucky
$103K -$13.6K -130 -12%
MWNA
58
Marshall Wace North America
New York
$97K +$97K +927 New
CIBC World Market
59
CIBC World Market
Ontario, Canada
$93K -$33.2K -319 -26%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$90K -$8.73K -84 -9%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$83K -$2.61K -25 -3%
HI
62
Horizon Investments
North Carolina
$80K -$5.66K -54 -7%
FFS
63
Founders Financial Securities
Maryland
$77K -$5.61K -54 -7%
Ameriprise
64
Ameriprise
Minnesota
$70K -$79.7K -758 -53%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$70K +$70K +670 New
SCM
66
Stevens Capital Management
Pennsylvania
$68K -$81.4K -778 -54%
Wolverine Trading
67
Wolverine Trading
Illinois
$67K +$3.98K +38 +6%
CPIG
68
Chicago Partners Investment Group
Illinois
$64K -$9.5K -91 -13%
KM
69
Kalos Management
Georgia
$57K +$57K +675 New
TRCT
70
Tower Research Capital (TRC)
New York
$54K +$16.7K +160 +45%
BAM
71
Belpointe Asset Management
Nevada
$54K +$54K +514 New
APA
72
American Portfolios Advisors
New York
$52.7K +$52.7K +505 New
SAM
73
Shikiar Asset Management
New York
$52K -$263K -2,530 -83%
FFA
74
First Foundation Advisors
California
$52K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$52K +$51.9K +500 +50,000%
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