PFX icon

PhenixFIN

54 hedge funds and large institutions have $42.5M invested in PhenixFIN in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
2
Increased
14
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFG
1
American Financial Group
Ohio
$7.07M 2,274,013
FCG
2
FrontFour Capital Group
Connecticut
$5.08M 1,633,248 -372,073 -19%
MCP
3
Moab Capital Partners
New York
$4.89M 1,570,734 -59,872 -4%
FM
4
Fondren Management
Texas
$4.41M 1,419,000 +239,000 +20%
RAM
5
Roumell Asset Management
Maryland
$3.34M 1,072,511 -97,169 -8%
Morgan Stanley
6
Morgan Stanley
New York
$2.04M 655,594 +236,300 +56%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.73M 555,000
CIM
8
Confluence Investment Management
Missouri
$1.45M 466,714
HCMT
9
Highland Capital Management (Texas)
Texas
$1.04M 335,100 +335,100 New
UBS Group
10
UBS Group
Switzerland
$1.02M 328,831 -99,142 -23%
Legal & General Group
11
Legal & General Group
United Kingdom
$833K 265,627 +22,041 +9%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$832K 267,457 +7,096 +3%
BlackRock
13
BlackRock
New York
$812K 261,022 +12,825 +5%
GIM
14
Greenwich Investment Management
Connecticut
$801K 257,540 -940 -0.4%
AAM
15
Advisors Asset Management
Colorado
$750K 241,029 -100,314 -29%
WFI
16
West Family Investments
California
$747K 240,237
AM
17
Ares Management
California
$682K 219,453 -74,042 -25%
PA
18
PFG Advisors
Arizona
$638K 190,595 -4,000 -2%
GC
19
Guggenheim Capital
Illinois
$633K 203,636 -49,681 -20%
LPL Financial
20
LPL Financial
California
$457K 146,958 -31,590 -18%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$370K 119,018 -16,832 -12%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$320K 102,900
WAM
23
Weiss Asset Management
Massachusetts
$300K 96,400
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$294K 94,515 -12,088 -11%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$217K 69,836 +24,817 +55%