PFX icon

PhenixFIN
PFX

Overview Fund Activity

79 hedge funds and large institutions have $59.1M invested in PhenixFIN in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 25 closing their positions.

Holders
79
Holders Change
-14
Holders Change %
-15.05%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
23
Reduced
28
Closed
25
Calls
–
Puts
$309K
Net Calls
-$309K
Net Calls Change
-$244K

Top Buyers

1
RAM
1
Roumell Asset Management
Maryland
$4.44M
2
EVM
2
Eaton Vance Management
Massachusetts
$594K
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.41M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$231K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$486K

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$0
2
MVP
2
Miller Value Partners
Florida
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
AR
4
Advisory Research
Illinois
$0
5
UBS Group
5
UBS Group
Switzerland
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
Baystate Wealth Management
Massachusetts
– – -1,250 Closed
SNT
102
Security National Trust
West Virginia
– – -700 Closed
Barclays
103
Barclays
United Kingdom
– – -52 Closed
LFA
104
Legacy Financial Advisors
Kentucky
$0 200 – –
1 2 3 4
5