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PhenixFIN

101 hedge funds and large institutions have $148M invested in PhenixFIN in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
32
Reduced
31
Closed
16
Calls
$98K
Puts
$156K
Net Calls
-$58K
Net Calls Change
+$600K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$85K -$14.7K -95 -15%
RJA
77
Raymond James & Associates
Florida
$85K -$6.57K -43 -7%
FFA
78
First Foundation Advisors
California
$77K
CPIG
79
Chicago Partners Investment Group
Illinois
$75K +$21.1K +138 +39%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$74K
SIC
81
Salem Investment Counselors
North Carolina
$49K
WEC
82
Winslow Evans & Crocker
Massachusetts
$39.5K
FANJ
83
Financial Architects (New Jersey)
New Jersey
$38K
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$34K -$7.57K -49 -18%
AIM
85
Acrospire Investment Management
Illinois
$28K -$100K -650 -78%
AWMS
86
Advocacy Wealth Management Services
Georgia
$15K
PAM
87
Panagora Asset Management
Massachusetts
$15K
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15K
WTC
89
WhitTier Trust Company
Nevada
$14K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$12K
CG
91
Cutler Group
California
$10K -$71.5K -465 -88%
BWM
92
Baystate Wealth Management
Massachusetts
$10K
KF
93
Krilogy Financial
Missouri
$9K
Deutsche Bank
94
Deutsche Bank
Germany
$6K +$6K +40 New
PCM
95
Penserra Capital Management
California
$5K -$641 -5 -11%
SNT
96
Security National Trust
West Virginia
$5K
PA
97
Parallel Advisors
California
$4K
HI
98
Hudock Inc
Pennsylvania
$2K -$2.27K -17 -53%
WCBA
99
Weaver C. Barksdale & Associates
Tennessee
$2K
Group One Trading
100
Group One Trading
Illinois
$1K -$45K -225 -98%