PhenixFIN
21 hedge funds and large institutions have $27.6M invested in PhenixFIN in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
19% more capital invested
Capital invested by funds: $23.3M → $27.6M (+$4.36M)
5% more funds holding
Funds holding: 20 → 21 (+1)
4.97% more ownership
Funds ownership: 22.08% → 27.06% (+5%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Adalta Capital Management
New York
|
+$1.33M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.2K |
| 3 |
Rockefeller Capital Management
New York
|
+$6.05K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$2.62K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LW
Linscomb Wealth
Houston,
Texas
|
-$329K |
| 2 |
BCV
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
-$105K |
| 3 |
RG
Retirement Group
San Diego,
California
|
-$25K |
| 4 |
Morgan Stanley
New York
|
-$13.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.5K |
PFX Hedge Fund Activity: Q1 2022 in Review
21 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q1 2022, worth a combined $27.6M — up 19% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PFX positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Adalta Capital Management, adding an estimated $1.33M. The largest seller was Linscomb Wealth, exiting entirely with an estimated $329K sold.
- 21 institutional investors held PhenixFIN (PFX) as of Q1 2022, up from 20 in Q4 2021.
- Funds reported $27.6M of PhenixFIN stock for Q1 2022, up 19% quarter-over-quarter.
- 3 funds opened new PhenixFIN positions in Q1 2022 and 2 closed out, a net change of +1 holder.
- The largest PhenixFIN buyer in Q1 2022 was Adalta Capital Management, an estimated $1.33M added.
- The largest PhenixFIN seller in Q1 2022 was Linscomb Wealth, an estimated $329K sold.
Based on aggregated 13F filings for Q1 2022.