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PhenixFIN
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Overview Fund Activity

19 hedge funds and large institutions have $21.9M invested in PhenixFIN in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Adalta Capital Management
New York
$4.54M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$13.4K
3
WIM
3
WealthPlan Investment Management
Nebraska
$900
4
SS
4
Sunbelt Securities
Texas
$576

Top Sellers

1
GIM
1
Greenwich Investment Management
Connecticut
$0
2
UBS Group
2
UBS Group
Switzerland
$21.1K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.62M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$86K
5
RG
5
Retirement Group
California
$51K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.22M 172,675 – –
ACM
2
Adalta Capital Management
New York
$4.54M 125,999 +7,026 +6%
2L
3
22NW LP
Washington
$4.24M 117,885 – –
Morgan Stanley
4
Morgan Stanley
New York
$2.62M 72,784 -2,657 -4%
AFG
5
American Financial Group
Ohio
$2.32M 64,327 – –
Legal & General Group
6
Legal & General Group
United Kingdom
$609K 16,577 – –
AC
7
Almitas Capital
California
$552K 15,337 – –
CIM
8
Confluence Investment Management
Missouri
$531K 14,551 – –
CLOS
9
Compagnie Lombard Odier SCmA
Switzerland
$92.7K 2,500 – –
Osaic Holdings
10
Osaic Holdings
Arizona
$86K 2,388 -333 -12%
RG
11
Retirement Group
California
$51K 1,409 -293 -17%
UBS Group
12
UBS Group
Switzerland
$21.1K 585 -3,004 -84%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$13.4K 371 +103 +38%
Wells Fargo
14
Wells Fargo
California
$11.4K 308 -1 -0.3%
Bank of America
15
Bank of America
North Carolina
$900 25 – –
WIM
16
WealthPlan Investment Management
Nebraska
$900 25 +25 New
SS
17
Sunbelt Securities
Texas
$576 16 +16 New
HNB
18
Huntington National Bank
Ohio
$1 1 – –
GIM
19
Greenwich Investment Management
Connecticut
– – -10,632 Closed
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
– – -150 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –
TRCT
22
Tower Research Capital (TRC)
New York
$0 1 +1 New