PFX icon

PhenixFIN

87 hedge funds and large institutions have $106M invested in PhenixFIN in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 22 closing their positions.

Holders
87
Holders Change
-11
Holders Change %
-11.22%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
22
Reduced
35
Closed
22
Calls
$99K
Puts
Net Calls
+$99K
Net Calls Change
+$240K
Name Market Value Shares Shares
Change
Shares
Change %
AFG
1
American Financial Group
Ohio
$14.5M 2,199,858 +498,400 +29%
PAM
2
PVG Asset Management
Colorado
$12.3M 1,859,129 -86,617 -4%
Invesco
3
Invesco
Georgia
$12M 1,818,026 +148,669 +9%
Morgan Stanley
4
Morgan Stanley
New York
$6.68M 1,012,711 +178,920 +21%
AllianceBernstein
5
AllianceBernstein
Tennessee
$5.59M 847,650 -240,292 -22%
RCM
6
Rivernorth Capital Management
Florida
$5.5M 832,864 -943,542 -53%
UBS Group
7
UBS Group
Switzerland
$4.93M 746,396 -312,594 -30%
AAM
8
Advisors Asset Management
Colorado
$4.22M 639,140 -80,930 -11%
CIM
9
Confluence Investment Management
Missouri
$3.68M 556,921
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$3.02M 458,000 +285,000 +165%
WFI
11
West Family Investments
California
$2.94M 444,851 +122,118 +38%
MC
12
Muzinich & Co
New York
$2.91M 441,190 -45,987 -9%
MP
13
Mangrove Partners
Connecticut
$2.5M 379,264 -236,450 -38%
GC
14
Guggenheim Capital
Illinois
$1.88M 284,825 -7,529 -3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.84M 278,371 -121,971 -30%
BG
16
BlackRock Group
United Kingdom
$1.82M 274,984 +21,625 +9%
VanEck Associates
17
VanEck Associates
New York
$1.51M 228,269 -2,785 -1%
CAS
18
Cue Advisory Services
Arizona
$1.47M 222,900
SAM
19
Selway Asset Management
$1.14M 171,905
Wells Fargo
20
Wells Fargo
California
$1.12M 168,868 -129,097 -43%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.05M 158,490 +30,893 +24%
LPL Financial
22
LPL Financial
California
$902K 137,501 -19,505 -12%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$844K 127,900 -7,800 -6%
Stifel Financial
24
Stifel Financial
Missouri
$808K 122,493 -13,090 -10%
Legal & General Group
25
Legal & General Group
United Kingdom
$772K 116,966 +23,718 +25%