PFX icon

PhenixFIN

110 hedge funds and large institutions have $232M invested in PhenixFIN in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
20
Increased
46
Reduced
32
Closed
16
Calls
$4K
Puts
$1.5M
Net Calls
-$1.49M
Net Calls Change
-$617K
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
76
Parametric Portfolio Associates
Washington
$243K -$115K -485 -32%
AG
77
Aperio Group
California
$242K +$6.86K +29 +3%
SI
78
Stephens Inc
Arkansas
$235K +$5.9K +25 +3%
Jane Street
79
Jane Street
New York
$232K -$75.2K -319 -24%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$228K -$1.64M -6,930 -88%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$225K +$21.3K +90 +10%
CIA
82
Capital Investment Advisors
Georgia
$219K +$219K +926 New
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$198K +$198K +836 New
Citigroup
84
Citigroup
New York
$185K +$27.6K +117 +18%
WS
85
Wedbush Securities
California
$163K +$5.92K +25 +4%
MFS
86
MSI Financial Services
Massachusetts
$162K -$472 -2 -0.3%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$147K -$70.7K -300 -32%
WA
88
WFG Advisors
Texas
$146K -$4.25K -18 -3%
Two Sigma Advisers
89
Two Sigma Advisers
New York
$124K +$124K +525 New
Bank of America
90
Bank of America
North Carolina
$123K -$185K -781 -60%
PCM
91
Prelude Capital Management
New York
$112K
IPC
92
Independent Portfolio Consultants
Florida
$100K +$15.8K +67 +19%
PAM
93
Panagora Asset Management
Massachusetts
$99K -$43.4K -183 -31%
NES
94
New England Securities
New York
$94K +$24K +102 +34%
QT
95
Quantbot Technologies
New York
$81K +$81K +346 New
PG
96
PEAK6 Group
Illinois
$60K -$83.3K -354 -58%
MAA
97
Managed Account Advisors
New Jersey
$45K +$474 +2 +1%
BAM
98
Barrett Asset Management
New York
$40K +$40K +168 New
Creative Planning
99
Creative Planning
Kansas
$39K +$709 +3 +2%
TRCT
100
Tower Research Capital (TRC)
New York
$33K +$32.3K +139 +4,633%