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PhenixFIN
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Overview Fund Activity

20 hedge funds and large institutions have $14.2M invested in PhenixFIN in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
1
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$4.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.55M
3
AWM
3
Accel Wealth Management
Iowa
$8K
4
TCWA
4
Ten Capital Wealth Advisors
Washington
$1K

Top Sellers

1
FIG
1
Fortress Investment Group
New York
$3.05M
2
Legal & General Group
2
Legal & General Group
United Kingdom
$538K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$199K
4
UBS Group
4
UBS Group
Switzerland
$38K
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$47K
Name Market Value Shares Shares
Change 		Shares
Change %
AC
1
Almitas Capital
California
$4.6M 162,340 +162,340 New
AFG
2
American Financial Group
Ohio
$3.22M 113,699 – –
FIG
3
Fortress Investment Group
New York
$3.05M 94,867 -164,871 -63%
Morgan Stanley
4
Morgan Stanley
New York
$1.55M 54,862 +8,892 +19%
CIM
5
Confluence Investment Management
Missouri
$665K 23,335 – –
Legal & General Group
6
Legal & General Group
United Kingdom
$538K 19,012 -2,236 -11%
Osaic Holdings
7
Osaic Holdings
Arizona
$199K 7,030 -668 -9%
RG
8
Retirement Group
California
$127K 4,521 -100 -2%
BCV
9
Banque Cantonale Vaudoise
Switzerland
$71K 2,500 – –
CLOS
10
Compagnie Lombard Odier SCmA
Switzerland
$69K 2,500 – –
APWA
11
Atlas Private Wealth Advisors
New Jersey
$47K 1,645 -337 -17%
UBS Group
12
UBS Group
Switzerland
$38K 1,331 -608 -31%
Wells Fargo
13
Wells Fargo
California
$8K 295 – –
AWM
14
Accel Wealth Management
Iowa
$8K 275 +275 New
Bank of America
15
Bank of America
North Carolina
$5K 170 – –
GWM
16
Geneos Wealth Management
Colorado
$4K 135 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K 31 -88 -74%
CFD
18
Creative Financial Designs
Indiana
$1K 30 – –
TCWA
19
Ten Capital Wealth Advisors
Washington
$1K 30 +30 New
TRCT
20
Tower Research Capital (TRC)
New York
– – -127 Closed
RCA
21
Ranch Capital Advisors
Florida
– – -104 Closed
HNB
22
Huntington National Bank
Ohio
$0 1 – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –