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PhenixFIN
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Overview Fund Activity

98 hedge funds and large institutions have $103M invested in PhenixFIN in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 18 closing their positions.

Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
32
Closed
18
Calls
$97K
Puts
$157K
Net Calls
-$60K
Net Calls Change
-$2K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.8M
2
AR
2
Advisory Research
Illinois
$3.48M
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$3.34M
4
AWA
4
Arete Wealth Advisors
Illinois
$858K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.62M

Top Sellers

1
MC
1
Muzinich & Co
New York
$2.91M
2
PI
2
Putnam Investments
Massachusetts
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$480K
5
Wells Fargo
5
Wells Fargo
California
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$43K -$130K -1,016 -75%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$40K -$21.3K -166 -35%
SIC
78
Salem Investment Counselors
North Carolina
$37K -$3.85K -30 -9%
FANJ
79
Financial Architects (New Jersey)
New Jersey
$35K +$3.18K +25 +10%
WEC
80
Winslow Evans & Crocker
Massachusetts
$32.8K – – –
QT
81
Quantbot Technologies
New York
$23K +$23K +185 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$19K +$9.56K +76 +101%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$1.45K +11 +12%
SEI Investments
84
SEI Investments
Pennsylvania
$14K +$14K +113 New
AWMS
85
Advocacy Wealth Management Services
Georgia
$13K – – –
PAM
86
Panagora Asset Management
Massachusetts
$13K – – –
SIAP
87
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K +$13K +98 New
WTC
88
WhitTier Trust Company
Nevada
$12K – – –
Bank of America
89
Bank of America
North Carolina
$12K +$12K +90 New
RFA
90
Reilly Financial Advisors
California
$12K +$12K +90 New
KF
91
Krilogy Financial
Missouri
$9K +$537 +4 +6%
BWM
92
Baystate Wealth Management
Massachusetts
$8K – – –
CG
93
Cutler Group
California
$5K -$2.22K -20 -31%
PCM
94
Penserra Capital Management
California
$5K +$465 +4 +10%
SNT
95
Security National Trust
West Virginia
$4K – – –
Simplex Trading
96
Simplex Trading
Illinois
$3K -$56.1K -561 -95%
HI
97
Hudock Inc
Pennsylvania
$2K +$125 +1 +7%
PI
98
Putnam Investments
Massachusetts
– -$6.2M -40,320 Closed
Millennium Management
99
Millennium Management
New York
– -$2.79M -18,162 Closed
HIM
100
Hillsdale Investment Management
Ontario, Canada
– -$1.45M -9,435 Closed
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