PhenixFIN
50 hedge funds and large institutions have $9.65M invested in PhenixFIN in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
0.11% less ownership
Funds ownership: 1.64% → 1.53% (-0.11%)
4% less funds holding
Funds holding: 52 → 50 (-2)
65% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 20
75% less capital invested
Capital invested by funds: $39.1M → $9.65M (-$29.4M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
+$198K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$158K |
| 3 |
FM
Fondren Management
Houston,
Texas
|
+$122K |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
+$102K |
| 5 |
HF
HRT Financial
New York
|
+$100K |
Top Sellers
| 1 |
FIG
Fortress Investment Group
New York
|
-$574K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$516K |
| 3 |
VEA
Virtus ETF Advisers
New York
|
-$462K |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$434K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$352K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFP
51
Ausdal Financial Partners
Davenport,
Iowa
| – | -$43K | -1,000 | Closed |
|
52
JP Morgan Chase
New York
| – | -$20K | -450 | Closed |
|
53
Simplex Trading
Chicago,
Illinois
| – | -$3.58K | -106 | -91% |
|
PFX Hedge Fund Activity: Q1 2020 in Review
50 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q1 2020, worth a combined $9.65M — down 75% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFX positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 20 trimmed.
The largest buyer was Linscomb Wealth, adding an estimated $198K. The largest seller was Fortress Investment Group, cutting an estimated $574K.
- 50 institutional investors held PhenixFIN (PFX) as of Q1 2020, down from 52 in Q4 2019.
- Funds reported $9.65M of PhenixFIN stock for Q1 2020, down 75% quarter-over-quarter.
- 7 funds opened new PhenixFIN positions in Q1 2020 and 5 closed out, a net change of +2 holders.
- The largest PhenixFIN buyer in Q1 2020 was Linscomb Wealth, an estimated $198K added.
- The largest PhenixFIN seller in Q1 2020 was Fortress Investment Group, an estimated $574K sold.
Based on aggregated 13F filings for Q1 2020.