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PhenixFIN
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Overview Fund Activity

17 hedge funds and large institutions have $21.2M invested in PhenixFIN in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Adalta Capital Management
New York
$3.89M
2
UBS Group
2
UBS Group
Switzerland
$73K

Top Sellers

1
AC
1
Almitas Capital
California
$535K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$99K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.64M
5
GIM
5
Greenwich Investment Management
Connecticut
$383K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.02M 172,675 – –
2L
2
22NW LP
Washington
$4.11M 117,885 – –
ACM
3
Adalta Capital Management
New York
$3.89M 112,080 +20,800 +23%
Morgan Stanley
4
Morgan Stanley
New York
$2.64M 75,626 -652 -0.9%
AFG
5
American Financial Group
Ohio
$2.24M 64,327 – –
Legal & General Group
6
Legal & General Group
United Kingdom
$578K 16,577 – –
AC
7
Almitas Capital
California
$535K 15,337 -84,340 -85%
CIM
8
Confluence Investment Management
Missouri
$501K 14,551 – –
GIM
9
Greenwich Investment Management
Connecticut
$383K 10,984 -220 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$99K 2,844 -847 -23%
CLOS
11
Compagnie Lombard Odier SCmA
Switzerland
$86K 2,500 – –
UBS Group
12
UBS Group
Switzerland
$73K 2,084 +1,478 +244%
Wells Fargo
13
Wells Fargo
California
$11K 309 – –
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$5K 150 – –
Bank of America
15
Bank of America
North Carolina
$1K 25 – –
TJHA
16
Thomas J. Herzfeld Advisors
Florida
– – -3,700 Closed
RG
17
Retirement Group
California
$0 1 -1,736 -100%
GWM
18
Geneos Wealth Management
Colorado
– – -135 Closed
HNB
19
Huntington National Bank
Ohio
$0 1 – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –