PFX icon

PhenixFIN

24 hedge funds and large institutions have $8.33M invested in PhenixFIN in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
2
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFG
1
American Financial Group
Ohio
$2.12M 64,327 -49,372 -43%
Morgan Stanley
2
Morgan Stanley
New York
$1.82M 55,224 +362 +0.7%
MCP
3
Moab Capital Partners
New York
CIM
4
Confluence Investment Management
Missouri
$768K 23,335
BPCM
5
Beach Point Capital Management
California
$658K 20,000 +20,000 New
Legal & General Group
6
Legal & General Group
United Kingdom
$627K 19,012
Millennium Management
7
Millennium Management
New York
$442K 13,440 +13,440 New
LW
8
Linscomb Wealth
Texas
$259K 7,860 +7,860 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$232K 7,038 +7,038 New
Osaic Holdings
10
Osaic Holdings
Arizona
$218K 6,615 -415 -6%
RG
11
Retirement Group
California
$134K 4,071 -450 -10%
CLOS
12
Compagnie Lombard Odier SCmA
Switzerland
$82K 2,500
UBS Group
13
UBS Group
Switzerland
$50K 1,536 +205 +15%
APWA
14
Atlas Private Wealth Advisors
New Jersey
$46K 1,395 -250 -15%
BWA
15
BDO Wealth Advisors
Florida
$10K 304 +304 New
Wells Fargo
16
Wells Fargo
California
$9K 283 -12 -4%
AWM
17
Accel Wealth Management
Iowa
$9K 275
Bank of America
18
Bank of America
North Carolina
$6K 170
TNB
19
Thomasville National Bank
Georgia
$6K 11,048 +11,048 New
GWM
20
Geneos Wealth Management
Colorado
$4K 135
SWM
21
Spire Wealth Management
Virginia
$4K 130 +130 New
FIA
22
FNY Investment Advisers
New York
$3K 100 +100 New
RCA
23
Ranch Capital Advisors
Florida
$3K 104 +104 New
FIG
24
Fortress Investment Group
New York
-94,867 Closed
BCV
25
Banque Cantonale Vaudoise
Switzerland
-2,500 Closed