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PhenixFIN
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Overview Fund Activity

101 hedge funds and large institutions have $121M invested in PhenixFIN in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
43
Reduced
25
Closed
10
Calls
$789K
Puts
$273K
Net Calls
+$516K
Net Calls Change
+$688K

Top Buyers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$3.05M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.88M
3
AM
3
Ares Management
California
$6.11M
4
Wells Fargo
4
Wells Fargo
California
$4.89M
5
MVP
5
Miller Value Partners
Florida
$2.01M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.3M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.77M
3
MP
3
Mangrove Partners
Connecticut
$0
4
PAM
4
PVG Asset Management
Colorado
$7.44M
5
AAM
5
Advisors Asset Management
Colorado
$287K
Name Market Value Shares Shares
Change 		Shares
Change %
TC
76
TFS Capital
Pennsylvania
$84K 10,986 +10,986 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$73K 9,560 – –
CPIG
78
Chicago Partners Investment Group
Illinois
$73K 9,588 +162 +2%
Bank of America
79
Bank of America
North Carolina
$72K 9,487 +6,662 +236%
GXMC
80
Global X Management Company
New York
$51K 6,706 +2,911 +77%
Barclays
81
Barclays
United Kingdom
$49K 6,483 +6,483 New
WEC
82
Winslow Evans & Crocker
Massachusetts
$39.1K 5,130 – –
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$38K 4,988 +742 +17%
FANJ
84
Financial Architects (New Jersey)
New Jersey
$38K 5,000 +1,000 +25%
MLM
85
Mount Lucas Management
Pennsylvania
$38K 5,000 +5,000 New
FNYS
86
First New York Securities
New York
$34.5K 4,520 +4,520 New
Group One Trading
87
Group One Trading
Illinois
$29K 3,800 +3,500 +1,167%
EPM
88
Equitec Proprietary Markets
Illinois
$27K 3,500 -14,059 -80%
TRCT
89
Tower Research Capital (TRC)
New York
$22K 2,835 +2,835 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$18K 2,300 -985 -30%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K 2,034 – –
PAM
92
Panagora Asset Management
Massachusetts
$15K 1,967 – –
WTC
93
WhitTier Trust Company
Nevada
$14K 1,800 – –
AWMS
94
Advocacy Wealth Management Services
Georgia
$11K 1,500 +400 +36%
KF
95
Krilogy Financial
Missouri
$9K 1,228 +34 +3%
PCM
96
Penserra Capital Management
California
$6K 787 +204 +35%
HI
97
Hudock Inc
Pennsylvania
$6K 807 +217 +37%
SNT
98
Security National Trust
West Virginia
$5K 700 – –
FPB
99
First PREMIER Bank
South Dakota
$5K 700 – –
WCBA
100
Weaver C. Barksdale & Associates
Tennessee
$2K 275 – –
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4
5