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PhenixFIN

25 hedge funds and large institutions have $16.9M invested in PhenixFIN in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
2L
1
22NW LP
Washington
$5.06M 117,885
Morgan Stanley
2
Morgan Stanley
New York
$3.05M 71,172 +1,113 +2%
AFG
3
American Financial Group
Ohio
$2.76M 64,327
MCP
4
Moab Capital Partners
New York
$1.78M 41,550 +1,906 +5%
CIM
5
Confluence Investment Management
Missouri
$1M 23,335
ACM
6
Adalta Capital Management
New York
$825K 19,235 +9,235 +92%
Legal & General Group
7
Legal & General Group
United Kingdom
$711K 16,577 -652 -4%
Millennium Management
8
Millennium Management
New York
$391K 9,117 -2,079 -19%
LW
9
Linscomb Wealth
Texas
$337K 7,860
Osaic Holdings
10
Osaic Holdings
Arizona
$256K 5,962 -79 -1%
RG
11
Retirement Group
California
$173K 4,022 +1 +0%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$141K 3,283 +1,200 +58%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$122K 2,852 +1,024 +56%
CLOS
14
Compagnie Lombard Odier SCmA
Switzerland
$107K 2,500
BCV
15
Banque Cantonale Vaudoise
Switzerland
$107K 2,500
UBS Group
16
UBS Group
Switzerland
$31K 724 -430 -37%
APWA
17
Atlas Private Wealth Advisors
New Jersey
$23K 546 -424 -44%
AWM
18
Accel Wealth Management
Iowa
$12K 275
Wells Fargo
19
Wells Fargo
California
$11K 258 -26 -9%
Bank of America
20
Bank of America
North Carolina
$9K 200
BWA
21
BDO Wealth Advisors
Florida
$7K 170
SWM
22
Spire Wealth Management
Virginia
$6K 130
GWM
23
Geneos Wealth Management
Colorado
$5K 135
RCA
24
Ranch Capital Advisors
Florida
$4K 104
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-5,719 Closed