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PhenixFIN

105 hedge funds and large institutions have $207M invested in PhenixFIN in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 26 closing their positions.

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
24
Increased
32
Reduced
39
Closed
26
Calls
Puts
$405K
Net Calls
-$405K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
76
Salem Investment Counselors
North Carolina
$136K -$423K -2,285 -76%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$126K -$1.89M -10,255 -94%
WA
78
WFG Advisors
Texas
$117K +$2.77K +15 +2%
AG
79
Aperio Group
California
$115K -$73.5K -399 -39%
WS
80
Wedbush Securities
California
$112K -$15.2K -82 -12%
M&T Bank
81
M&T Bank
New York
$106K -$560K -3,044 -84%
TRCT
82
Tower Research Capital (TRC)
New York
$106K +$79.6K +429 +302%
ARTA
83
A.R.T. Advisors
New York
$102K +$102K +556 New
MFS
84
MSI Financial Services
Massachusetts
$88K -$38.7K -210 -31%
PAM
85
Panagora Asset Management
Massachusetts
$77K
NES
86
New England Securities
New York
$71K -$2.77K -15 -4%
Bank of America
87
Bank of America
North Carolina
$55K -$41.4K -223 -43%
PI
88
PineBridge Investments
New York
$44K +$44K +238 New
BAM
89
Barrett Asset Management
New York
$28K -$3.36K -18 -11%
MAA
90
Managed Account Advisors
New Jersey
$24K -$11.6K -62 -33%
NPC
91
National Planning Corporation
California
$18.3K +$18.3K +100 New
WTC
92
WhitTier Trust Company
Nevada
$17K
SNT
93
Security National Trust
West Virginia
$13K
Deutsche Bank
94
Deutsche Bank
Germany
$11K +$11K +63 New
GGPS
95
Gary Goldberg Planning Services
New York
$9K
QT
96
Quantbot Technologies
New York
$7K -$53.6K -306 -88%
OIA
97
Optimum Investment Advisors
Illinois
$7K
HI
98
Hudock Inc
Pennsylvania
$4K
BRWM
99
B. Riley Wealth Management
Tennessee
$4K
PFG
100
Pacific Financial Group
Washington
$4K +$4K +20 New