PhenixFIN
21 hedge funds and large institutions have $9.77M invested in PhenixFIN in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 26 closing their positions.
18.79% more ownership
Funds ownership: 1.36% → 20.15% (+19%)
25% less capital invested
Capital invested by funds: $13.1M → $9.77M (-$3.28M)
50% less funds holding
Funds holding: 42 → 21 (-21)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
81% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 26
Top Buyers
Top Sellers
PFX Hedge Fund Activity: Q3 2020 in Review
21 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q3 2020, worth a combined $9.77M — down 25% from $13.1M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of PFX and 5 opened new positions — a net loss of 21 holders — while 9 trimmed existing stakes and 4 added.
The largest buyer was Greenwich Investment Management, opening a new position worth an estimated $183K. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $1.45M sold.
- 21 institutional investors held PhenixFIN (PFX) as of Q3 2020, down from 42 in Q2 2020.
- Funds reported $9.77M of PhenixFIN stock for Q3 2020, down 25% quarter-over-quarter.
- 5 funds opened new PhenixFIN positions in Q3 2020 and 26 closed out, a net change of -21 holders.
- The largest PhenixFIN buyer in Q3 2020 was Greenwich Investment Management, an estimated $183K added.
- The largest PhenixFIN seller in Q3 2020 was Thomas J. Herzfeld Advisors, an estimated $1.45M sold.
Based on aggregated 13F filings for Q3 2020.