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PhenixFIN
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Overview Fund Activity

26 hedge funds and large institutions have $15.9M invested in PhenixFIN in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
3
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
2L
1
22NW LP
Washington
$4.81M
2
MCP
2
Moab Capital Partners
New York
$1.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.86M
4
ACM
4
Adalta Capital Management
New York
$407K
5
BCV
5
Banque Cantonale Vaudoise
Switzerland
$102K

Top Sellers

1
BPCM
1
Beach Point Capital Management
California
$0
2
Millennium Management
2
Millennium Management
New York
$455K
3
Legal & General Group
3
Legal & General Group
United Kingdom
$703K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$232K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$246K
Name Market Value Shares Shares
Change 		Shares
Change %
2L
1
22NW LP
Washington
$4.81M 117,885 +117,885 New
Morgan Stanley
2
Morgan Stanley
New York
$2.86M 70,059 +14,835 +27%
AFG
3
American Financial Group
Ohio
$2.62M 64,327 – –
MCP
4
Moab Capital Partners
New York
$1.62M 39,644 +39,644 New
CIM
5
Confluence Investment Management
Missouri
$948K 23,335 – –
Legal & General Group
6
Legal & General Group
United Kingdom
$703K 17,229 -1,783 -9%
Millennium Management
7
Millennium Management
New York
$455K 11,196 -2,244 -17%
ACM
8
Adalta Capital Management
New York
$407K 10,000 +10,000 New
LW
9
Linscomb Wealth
Texas
$321K 7,860 – –
Osaic Holdings
10
Osaic Holdings
Arizona
$246K 6,041 -574 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$232K 5,719 -1,319 -19%
RG
12
Retirement Group
California
$164K 4,021 -50 -1%
CLOS
13
Compagnie Lombard Odier SCmA
Switzerland
$102K 2,500 – –
BCV
14
Banque Cantonale Vaudoise
Switzerland
$102K 2,500 +2,500 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$85K 2,083 +2,083 New
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$74K 1,828 +1,828 New
UBS Group
17
UBS Group
Switzerland
$47K 1,154 -382 -25%
APWA
18
Atlas Private Wealth Advisors
New Jersey
$40K 970 -425 -30%
Wells Fargo
19
Wells Fargo
California
$12K 284 +1 +0.4%
AWM
20
Accel Wealth Management
Iowa
$11K 275 – –
Bank of America
21
Bank of America
North Carolina
$8K 200 +30 +18%
BWA
22
BDO Wealth Advisors
Florida
$7K 170 -134 -44%
GWM
23
Geneos Wealth Management
Colorado
$5K 135 – –
SWM
24
Spire Wealth Management
Virginia
$5K 130 – –
RCA
25
Ranch Capital Advisors
Florida
$4K 104 – –
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