PhenixFIN
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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more capital invested
Capital invested by funds: $19.2M → $21.9M (+$2.7M)
6% more funds holding
Funds holding: 18 → 19 (+1)
0.47% less ownership
Funds ownership: 29.41% → 28.94% (-0.47%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Adalta Capital Management
New York
|
+$251K |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$3.67K |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$892 |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$571 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$36 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$330K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$107K |
| 3 |
Morgan Stanley
New York
|
-$94.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.9K |
| 5 |
RG
Retirement Group
San Diego,
California
|
-$10.5K |
PFX Hedge Fund Activity: Q1 2023 in Review
19 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q1 2023, worth a combined $21.9M — up 14% from $19.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PFX positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Adalta Capital Management, adding an estimated $251K. The largest seller was Greenwich Investment Management, exiting entirely with an estimated $330K sold.
- 19 institutional investors held PhenixFIN (PFX) as of Q1 2023, up from 18 in Q4 2022.
- Funds reported $21.9M of PhenixFIN stock for Q1 2023, up 14% quarter-over-quarter.
- 3 funds opened new PhenixFIN positions in Q1 2023 and 2 closed out, a net change of +1 holder.
- The largest PhenixFIN buyer in Q1 2023 was Adalta Capital Management, an estimated $251K added.
- The largest PhenixFIN seller in Q1 2023 was Greenwich Investment Management, an estimated $330K sold.
Based on aggregated 13F filings for Q1 2023.