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PhenixFIN
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Overview Fund Activity

79 hedge funds and large institutions have $59.1M invested in PhenixFIN in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 25 closing their positions.

Holders
79
Holders Change
-14
Holders Change %
-15.05%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
23
Reduced
28
Closed
25
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$244K

Top Buyers

1
RAM
1
Roumell Asset Management
Maryland
$4.44M
2
EVM
2
Eaton Vance Management
Massachusetts
$594K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.41M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$231K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$486K

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$0
2
MVP
2
Miller Value Partners
Florida
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
AR
4
Advisory Research
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Wolverine Trading
51
Wolverine Trading
Illinois
$62K 15,652 +2,875 +23%
HI
52
Horizon Investments
North Carolina
$61K 15,424 +171 +1%
SCM
53
Silver Capital Management
New York
$61K 15,269 +15,269 New
FFS
54
Founders Financial Securities
Maryland
$60K 14,996 +171 +1%
WP
55
WealthPLAN Partners
Nebraska
$59K 14,816 +14,816 New
KM
56
Kalos Management
Georgia
$57K 13,500 – –
RJFSA
57
Raymond James Financial Services Advisors
Florida
$56K 14,150 +750 +6%
Group One Trading
58
Group One Trading
Illinois
$49K 12,377 +12,377 New
Stifel Financial
59
Stifel Financial
Missouri
$45K 11,200 -14,000 -56%
HF
60
HRT Financial
New York
$45K 11,400 +11,400 New
Ameriprise
61
Ameriprise
Minnesota
$42K 10,470 -2,847 -21%
APA
62
American Portfolios Advisors
New York
$40.7K 10,232 +127 +1%
FFA
63
First Foundation Advisors
California
$40K 10,000 – –
Simplex Trading
64
Simplex Trading
Illinois
$31K 7,967 +5,866 +279%
RQS
65
Ramsey Quantitative Systems
Kentucky
$30K 7,505 -2,055 -21%
IA
66
IFP Advisors
Florida
$25K 4,874 – –
FANJ
67
Financial Architects (New Jersey)
New Jersey
$24K 6,000 +500 +9%
CPIG
68
Chicago Partners Investment Group
Illinois
$23K 5,704 -6,547 -53%
Bank of America
69
Bank of America
North Carolina
$17K 4,300 -1,000 -19%
SIC
70
Salem Investment Counselors
North Carolina
$17K 4,150 -600 -13%
WEC
71
Winslow Evans & Crocker
Massachusetts
$15.1K 3,788 -312 -8%
TRCT
72
Tower Research Capital (TRC)
New York
$15K 3,681 -6,670 -64%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$11K 2,741 -213,312 -99%
Citigroup
74
Citigroup
New York
$10K 2,525 – –
Bessemer Group
75
Bessemer Group
New Jersey
$8K 2,000 +2,000 New
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3
4 5