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PhenixFIN
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Overview Fund Activity

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.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$4.02M
2
ACM
2
Adalta Capital Management
New York
$3.12M
3
TRCT
3
Tower Research Capital (TRC)
New York
$11K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$6K
5
AF
5
Advisornet Financial
Minnesota
$3K

Top Sellers

1
LW
1
Linscomb Wealth
Texas
$0
2
BCV
2
Banque Cantonale Vaudoise
Switzerland
$0
3
RG
3
Retirement Group
California
$135K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$182K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$7.06M 172,675 – –
2L
2
22NW LP
Washington
$4.82M 117,885 – –
AC
3
Almitas Capital
California
$4.02M 98,169 +98,169 New
Morgan Stanley
4
Morgan Stanley
New York
$3.2M 78,331 -334 -0.4%
ACM
5
Adalta Capital Management
New York
$3.12M 76,435 +33,000 +76%
AFG
6
American Financial Group
Ohio
$2.63M 64,327 – –
CIM
7
Confluence Investment Management
Missouri
$974K 24,000 – –
Legal & General Group
8
Legal & General Group
United Kingdom
$671K 16,577 – –
GIM
9
Greenwich Investment Management
Connecticut
$447K 10,920 +2 +0%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$226K 5,537 – –
Osaic Holdings
11
Osaic Holdings
Arizona
$182K 4,441 -260 -6%
RG
12
Retirement Group
California
$135K 3,291 -620 -16%
CLOS
13
Compagnie Lombard Odier SCmA
Switzerland
$102K 2,500 – –
UBS Group
14
UBS Group
Switzerland
$14K 344 -49 -12%
Wells Fargo
15
Wells Fargo
California
$12K 283 +25 +10%
TRCT
16
Tower Research Capital (TRC)
New York
$11K 277 +228 +465%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$6K 150 +150 New
GWM
18
Geneos Wealth Management
Colorado
$5K 135 – –
AF
19
Advisornet Financial
Minnesota
$3K 65 +65 New
Bank of America
20
Bank of America
North Carolina
$2K 50 -150 -75%
LW
21
Linscomb Wealth
Texas
– – -7,860 Closed
BCV
22
Banque Cantonale Vaudoise
Switzerland
– – -2,500 Closed
HNB
23
Huntington National Bank
Ohio
$0 1 – –
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –