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PhenixFIN
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Overview Fund Activity

119 hedge funds and large institutions have $292M invested in PhenixFIN in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
27
Increased
57
Reduced
24
Closed
11
Calls
$188K
Puts
$631K
Net Calls
-$443K
Net Calls Change
+$228K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$32.3M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$33.8M
3
Invesco
3
Invesco
Georgia
$14.1M
4
BFA
4
BlackRock Fund Advisors
California
$17.8M
5
AAM
5
Advisors Asset Management
Colorado
$13.4M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$2.45M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.8M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$1.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.67M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
WFG Advisors
Texas
$93K +$72.1K +265 +344%
PG
102
PEAK6 Group
Illinois
$87K +$30.6K +112 +54%
NES
103
New England Securities
New York
$69K +$18K +66 +35%
MAA
104
Managed Account Advisors
New Jersey
$58K +$7.9K +29 +16%
BRWM
105
B. Riley Wealth Management
Tennessee
$42K +$42K +155 New
Creative Planning
106
Creative Planning
Kansas
$41K -$41K -150 -50%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$30K +$30K +107 New
FNBT
108
FineMark National Bank & Trust
Florida
$27K – – –
CTC
109
Central Trust Company
Missouri
$27K – – –
WTC
110
WhitTier Trust Company
Nevada
$24K – – –
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$23K +$3.25K +12 +16%
WA
112
Waverly Advisors
Alabama
$20K +$20K +73 New
BlackRock
113
BlackRock
New York
$18K – – –
GGPS
114
Gary Goldberg Planning Services
New York
$14K +$14K +50 New
HI
115
Hudock Inc
Pennsylvania
$4K +$4K +15 New
OIA
116
Optimum Investment Advisors
Illinois
$4K +$4K +17 New
M&T Bank
117
M&T Bank
New York
$2K +$2K +7 New
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$408 +$8 +30 +2%
VKH
119
Virtu KCG Holdings
New York
– -$767K -2,770 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
– -$163K -589 Closed
PP
121
Paloma Partners
Connecticut
– -$151K -544 Closed
CIS
122
Connors Investor Services
Pennsylvania
– -$139K -500 Closed
PL
123
Parkwood LLC
Ohio
– -$102K -368 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– -$73K -262 Closed
Group One Trading
125
Group One Trading
Illinois
– -$58K -210 Closed
2 3 4
5
6