PhenixFIN
56 hedge funds and large institutions have $37.4M invested in PhenixFIN in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 12 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $33.6M → $37.4M (+$3.79M)
0.01% more ownership
Funds ownership: 1.32% → 1.33% (+0.01%)
5% less funds holding
Funds holding: 59 → 56 (-3)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.03M |
| 2 |
CB
Cadence Bank
Tupelo,
Mississippi
|
+$799K |
| 3 |
VEA
Virtus ETF Advisers
New York
|
+$219K |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$185K |
| 5 |
WG
Welch Group
Birmingham,
Alabama
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCP
Moab Capital Partners
Southampton,
New York
|
-$881K |
| 2 |
BlackRock
New York
|
-$578K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$231K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$209K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$96K |
PFX Hedge Fund Activity: Q3 2019 in Review
56 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q3 2019, worth a combined $37.4M — up 11% from $33.6M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PFX and 10 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 10 added.
The largest buyer was Credit Suisse, opening a new position worth an estimated $1.03M. The largest seller was Moab Capital Partners, cutting an estimated $881K.
- 56 institutional investors held PhenixFIN (PFX) as of Q3 2019, down from 59 in Q2 2019.
- Funds reported $37.4M of PhenixFIN stock for Q3 2019, up 11% quarter-over-quarter.
- 10 funds opened new PhenixFIN positions in Q3 2019 and 12 closed out, a net change of -2 holders.
- The largest PhenixFIN buyer in Q3 2019 was Credit Suisse, an estimated $1.03M added.
- The largest PhenixFIN seller in Q3 2019 was Moab Capital Partners, an estimated $881K sold.
Based on aggregated 13F filings for Q3 2019.