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PhenixFIN
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Overview Fund Activity

51 hedge funds and large institutions have $9.65M invested in PhenixFIN in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
7
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$193K
2
LW
2
Linscomb Wealth
Texas
$76K
3
Citadel Advisors
3
Citadel Advisors
Florida
$54K
4
FM
4
Fondren Management
Texas
$678K
5
CHAM
5
Clear Harbor Asset Management
Connecticut
$82K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
FIG
2
Fortress Investment Group
New York
$3.85M
3
VEA
3
Virtus ETF Advisers
New York
$480K
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$58K
5
WG
5
Welch Group
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIG
1
Fortress Investment Group
New York
$3.85M 6,626,715 -340,024 -5%
AFG
2
American Financial Group
Ohio
$1.32M 2,274,013 – –
FM
3
Fondren Management
Texas
$678K 1,166,225 +72,000 +7%
RAM
4
Roumell Asset Management
Maryland
$598K 1,028,771 -9,390 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$579K 997,257 -21,483 -2%
VEA
6
Virtus ETF Advisers
New York
$480K 826,737 -273,655 -25%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$292K 555,000 – –
CIM
8
Confluence Investment Management
Missouri
$271K 466,714 – –
Osaic Holdings
9
Osaic Holdings
Arizona
$193K 332,996 +332,996 New
Legal & General Group
10
Legal & General Group
United Kingdom
$166K 285,318 – –
WFI
11
West Family Investments
California
$140K 240,237 – –
GIM
12
Greenwich Investment Management
Connecticut
$138K 237,765 -650 -0.3%
CHAM
13
Clear Harbor Asset Management
Connecticut
$82K 140,801 +60,426 +75%
AAM
14
Advisors Asset Management
Colorado
$80K 138,348 -5,451 -4%
LW
15
Linscomb Wealth
Texas
$76K 131,500 +117,000 +807%
SCM
16
Springhouse Capital Management
Connecticut
$75K 128,570 – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$75K 128,708 +25,199 +24%
PA
18
PFG Advisors
Arizona
$62K 110,610 -60,000 -35%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$60K 102,900 – –
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$58K 98,988 -257,009 -72%
Citadel Advisors
21
Citadel Advisors
Florida
$54K 93,471 +93,471 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$37K 63,292 -3,652 -5%
Jane Street
23
Jane Street
New York
$37K 63,307 +45,534 +256%
HF
24
HRT Financial
New York
$34K 59,238 +59,238 New
CLOS
25
Compagnie Lombard Odier SCmA
Switzerland
$29K 50,000 – –
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