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PhenixFIN
PFX

49 hedge funds and large institutions have $9.63M 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.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0.12% less ownership

Funds ownership: 1.64% → 1.53% (-0.12%)

6% less funds holding

Funds holding: 52 → 49 (-3)

65% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 20

75% less capital invested

Capital invested by funds: $39.1M → $9.63M (-$29.4M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.08%
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

Rank Fund Capital Flow
1
LW
Linscomb Wealth
Texas
+$198K
2
Citadel Advisors
Citadel Advisors
Florida
+$158K
3
FM
Fondren Management
Texas
+$122K
4
CHAM
Clear Harbor Asset Management
Connecticut
+$102K
5
HF
HRT Financial
New York
+$100K

Top Sellers

Rank Fund Capital Flow
1
FIG
Fortress Investment Group
New York
-$574K
2
Invesco
Invesco
Georgia
-$516K
3
VEA
Virtus ETF Advisers
New York
-$462K
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$434K
5
UBS Group
UBS Group
Switzerland
-$352K

PFX Hedge Fund Activity: Q1 2020 in Review

49 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q1 2020, worth a combined $9.63M — down 75% from $39.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFX positions and 5 closed out — a net gain of 2 holders — while 7 added to existing stakes and 20 trimmed.

The largest buyer was Linscomb Wealth, adding an estimated $198K. The largest seller was Fortress Investment Group, cutting an estimated $574K.

  • 49 institutional investors held PhenixFIN (PFX) as of Q1 2020, down from 52 in Q4 2019.
  • Funds reported $9.63M of PhenixFIN stock for Q1 2020, down 75% quarter-over-quarter.
  • 7 funds opened new PhenixFIN positions in Q1 2020 and 5 closed out, a net change of +2 holders.
  • The largest PhenixFIN buyer in Q1 2020 was Linscomb Wealth, an estimated $198K added.
  • The largest PhenixFIN seller in Q1 2020 was Fortress Investment Group, an estimated $574K sold.

Based on aggregated 13F filings for Q1 2020.