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PhenixFIN
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Overview Fund Activity

65 hedge funds and large institutions have $58.9M invested in PhenixFIN in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
14
Reduced
27
Closed
13
Calls
$187K
Puts
$100K
Net Calls
+$87K
Net Calls Change
+$343K

Top Buyers

1
MCP
1
Moab Capital Partners
New York
$5.93M
2
FCG
2
FrontFour Capital Group
Connecticut
$5.82M
3
FM
3
Fondren Management
Texas
$2.98M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.64M
5
LPL Financial
5
LPL Financial
California
$689K

Top Sellers

1
PAM
1
PVG Asset Management
Colorado
$0
2
AM
2
Ares Management
California
$1.52M
3
RA
3
Rational Advisors
New York
$511K
4
WFI
4
West Family Investments
California
$918K
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
51
Canada Life
Manitoba, Canada
$57K – – –
KM
52
Kalos Management
Georgia
$48K – – –
CIBC World Market
53
CIBC World Market
Ontario, Canada
$46K -$13.7K -179 -23%
APA
54
American Portfolios Advisors
New York
$42.9K +$3.36K +44 +9%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$36K -$23.7K -313 -40%
Group One Trading
56
Group One Trading
Illinois
$28K -$19K -250 -40%
WEC
57
Winslow Evans & Crocker
Massachusetts
$14K -$1.03K -13 -7%
TRCT
58
Tower Research Capital (TRC)
New York
$12K -$40.9K -515 -77%
Citigroup
59
Citigroup
New York
$10K – – –
Bessemer Group
60
Bessemer Group
New Jersey
$8K – – –
CPIG
61
Chicago Partners Investment Group
Illinois
$5K -$3.46K -45 -41%
IA
62
IFP Advisors
Florida
$2K – – –
FHA
63
Flagship Harbor Advisors
Massachusetts
$1K -$1.75K -21 -64%
PAM
64
PVG Asset Management
Colorado
– -$3.81M -54,853 Closed
AWA
65
Arete Wealth Advisors
Illinois
– -$453K -6,524 Closed
HCMT
66
Highland Capital Management (Texas)
Texas
– -$339K -4,885 Closed
Millennium Management
67
Millennium Management
New York
– -$312K -4,500 Closed
VF
68
Virtu Financial
New York
– -$228K -3,278 Closed
Citadel Advisors
69
Citadel Advisors
Florida
– -$96K -1,378 Closed
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
– -$49K -699 Closed
MFG
71
Merit Financial Group
Georgia
– -$38K -550 Closed
Ameriprise
72
Ameriprise
Minnesota
– -$35K -510 Closed
FANJ
73
Financial Architects (New Jersey)
New Jersey
– -$24K -350 Closed
CF
74
Centaurus Financial
California
– -$22K -318 Closed
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$6K -88 Closed
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