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PhenixFIN
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Overview Fund Activity

19 hedge funds and large institutions have $22.7M invested in PhenixFIN in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Adalta Capital Management
New York
$4.96M
2
AF
2
Allworth Financial
California
$74.1K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$98.9K
4
AIC
4
Archer Investment Corporation
Indiana
$4.79K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.14M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.63M
3
UBS Group
3
UBS Group
Switzerland
$4.94K
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$0
5
Wells Fargo
5
Wells Fargo
California
$9.84K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.14M 161,558 -11,117 -6%
ACM
2
Adalta Capital Management
New York
$4.96M 130,499 +4,500 +4%
2L
3
22NW LP
Washington
$4.48M 117,885 – –
Morgan Stanley
4
Morgan Stanley
New York
$2.63M 69,338 -3,446 -5%
AFG
5
American Financial Group
Ohio
$2.44M 64,327 – –
Legal & General Group
6
Legal & General Group
United Kingdom
$630K 16,577 – –
AC
7
Almitas Capital
California
$552K 15,337 – –
CIM
8
Confluence Investment Management
Missouri
$552K 14,551 – –
Osaic Holdings
9
Osaic Holdings
Arizona
$98.9K 2,603 +215 +9%
CLOS
10
Compagnie Lombard Odier SCmA
Switzerland
$94.9K 2,500 – –
AF
11
Allworth Financial
California
$74.1K 4,166 +4,166 New
RG
12
Retirement Group
California
$53.5K 1,409 – –
Wells Fargo
13
Wells Fargo
California
$9.84K 259 -49 -16%
UBS Group
14
UBS Group
Switzerland
$4.94K 130 -455 -78%
AIC
15
Archer Investment Corporation
Indiana
$4.79K 126 +126 New
WIM
16
WealthPlan Investment Management
Nebraska
$950 25 – –
Bank of America
17
Bank of America
North Carolina
$950 25 – –
SS
18
Sunbelt Securities
Texas
$610 16 – –
HNB
19
Huntington National Bank
Ohio
$1 1 – –
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
– – -371 Closed
TRCT
21
Tower Research Capital (TRC)
New York
– – -1 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –