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PhenixFIN

43 hedge funds and large institutions have $13.1M invested in PhenixFIN in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 15 closing their positions.

Holders
43
Holders Change
-8
Holders Change %
-15.69%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
8
Increased
5
Reduced
13
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIG
1
Fortress Investment Group
New York
$5.02M 6,565,675 -61,040 -0.9%
AFG
2
American Financial Group
Ohio
$1.74M 2,274,013
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.45M 102,371 +102,371 New
RAM
4
Roumell Asset Management
Maryland
$784K 1,024,611 -4,160 -0.4%
FM
5
Fondren Management
Texas
$762K 996,225 -170,000 -15%
Morgan Stanley
6
Morgan Stanley
New York
$709K 926,573 -70,684 -7%
WFI
7
West Family Investments
California
$524K 240,237
CIM
8
Confluence Investment Management
Missouri
$357K 466,714
VEA
9
Virtus ETF Advisers
New York
$291K 380,257 -446,480 -54%
Legal & General Group
10
Legal & General Group
United Kingdom
$237K 308,879 +23,561 +8%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$145K 188,953 +60,245 +47%
Osaic Holdings
12
Osaic Holdings
Arizona
$122K 159,641 -173,355 -52%
LW
13
Linscomb Wealth
Texas
$120K 157,200 +25,700 +20%
AC
14
Almitas Capital
California
$110K 143,729 +143,729 New
AAM
15
Advisors Asset Management
Colorado
$105K 137,833 -515 -0.4%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$79K 102,900
PA
17
PFG Advisors
Arizona
$75K 108,610 -2,000 -2%
RG
18
Retirement Group
California
$72K 93,662 +93,662 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$48K 62,192 -1,100 -2%
CLOS
20
Compagnie Lombard Odier SCmA
Switzerland
$38K 50,000
CHAM
21
Clear Harbor Asset Management
Connecticut
$35K 45,510 -95,291 -68%
LPL Financial
22
LPL Financial
California
$35K 46,261 -562 -1%
APWA
23
Atlas Private Wealth Advisors
New Jersey
$35K 46,150 +46,150 New
UBS Group
24
UBS Group
Switzerland
$22K 27,982 +12,930 +86%
SI
25
Stephens Inc
Arkansas
$21K 27,100