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PhenixFIN

92 hedge funds and large institutions have $189M invested in PhenixFIN in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 23 closing their positions.

Holders
92
Holders Change
-13
Holders Change %
-12.38%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
28
Reduced
41
Closed
23
Calls
$32K
Puts
$96K
Net Calls
-$64K
Net Calls Change
+$341K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
76
Bank of America
North Carolina
$88K +$33.5K +182 +61%
WA
77
WFG Advisors
Texas
$65K -$50.1K -276 -44%
WRM
78
Westport Resources Management
Connecticut
$63K -$126K -693 -67%
PAM
79
Panagora Asset Management
Massachusetts
$58K -$18.1K -99 -24%
PI
80
PineBridge Investments
New York
$45K +$1.46K +8 +3%
WTC
81
WhitTier Trust Company
Nevada
$16K
TFA
82
Transamerica Financial Advisors
Florida
$10K +$10K +53 New
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$7K +$4.85K +27 +225%
SNT
84
Security National Trust
West Virginia
$6K -$6K -35 -50%
HI
85
Hudock Inc
Pennsylvania
$5K +$1K +5 +25%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +29 New
BRWM
87
B. Riley Wealth Management
Tennessee
$4K
GI
88
Gradient Investments
Minnesota
$4K +$4K +23 New
WCBA
89
Weaver C. Barksdale & Associates
Tennessee
$3K
US Bancorp
90
US Bancorp
Minnesota
$3K
GAM
91
Gemmer Asset Management
California
$1K +$1K +4 New
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11
NIMC
93
NWQ Investment Management Company
California
-$5.08M -27,487 Closed
Two Sigma Investments
94
Two Sigma Investments
New York
-$2.95M -15,975 Closed
Principal Financial Group
95
Principal Financial Group
Iowa
-$2.41M -13,046 Closed
AW
96
ACG Wealth
Georgia
-$436K -2,358 Closed
AA
97
ALPS Advisors
Colorado
-$394K -2,131 Closed
MIAN
98
Mariner Independent Advisor Network
Kansas
-$256K -1,385 Closed
SCM
99
Stevens Capital Management
Pennsylvania
-$193K -1,044 Closed
TC
100
TFS Capital
Pennsylvania
-$176K -952 Closed