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PhenixFIN
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Overview Fund Activity

92 hedge funds and large institutions have $175M invested in PhenixFIN in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
31
Reduced
31
Closed
13
Calls
$11K
Puts
$76K
Net Calls
-$65K
Net Calls Change
-$1K

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$13M
2
HC
2
Hurley Capital
New York
$3.39M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.85M
4
PAM
4
PVG Asset Management
Colorado
$17.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.32M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
RCM
2
Raging Capital Management
New Jersey
$0
3
AAM
3
Advisors Asset Management
Colorado
$10.5M
4
SAM
4
Selway Asset Management
$3.17M
5
UBS Group
5
UBS Group
Switzerland
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
76
Panagora Asset Management
Massachusetts
$57K – – –
WA
77
WFG Advisors
Texas
$56K -$7.24K -41 -11%
Citadel Advisors
78
Citadel Advisors
Florida
$50K -$429K -2,393 -90%
PI
79
PineBridge Investments
New York
$45K +$1.42K +8 +3%
Bank of America
80
Bank of America
North Carolina
$38K -$47.7K -266 -56%
WTC
81
WhitTier Trust Company
Nevada
$16K – – –
HCMT
82
Highland Capital Management (Tennessee)
Tennessee
$16K +$16K +90 New
SSG
83
Summit Securities Group
New York
$12K +$12K +68 New
TFA
84
Transamerica Financial Advisors
Florida
$10K – – –
Simplex Trading
85
Simplex Trading
Illinois
$7K +$7K +40 New
SNT
86
Security National Trust
West Virginia
$6K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$4K -$3.09K -17 -44%
HI
88
Hudock Inc
Pennsylvania
$4K – – –
BRWM
89
B. Riley Wealth Management
Tennessee
$4K – – –
WCBA
90
Weaver C. Barksdale & Associates
Tennessee
$2K – – –
GAM
91
Gemmer Asset Management
California
$1K +$500 +4 +100%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18 +$7 +41 +65%
Ameriprise
93
Ameriprise
Minnesota
– -$7.46M -40,757 Closed
RCM
94
Raging Capital Management
New Jersey
– -$5.4M -29,526 Closed
Millennium Management
95
Millennium Management
New York
– -$882K -4,822 Closed
Stifel Financial
96
Stifel Financial
Missouri
– -$627K -3,425 Closed
Allianz Asset Management
97
Allianz Asset Management
Germany
– -$464K -2,533 Closed
BIG
98
Blackthorn Investment Group
Kansas
– -$438K -2,395 Closed
MSE
99
MUFG Securities EMEA
United Kingdom
– -$371K -2,029 Closed
MUSU
100
Mitsubishi UFJ Securities (USA)
New York
– -$371K -2,029 Closed
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5