PhenixFIN
16 hedge funds and large institutions have $21.9M invested in PhenixFIN in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
4% less capital invested
Capital invested by funds: $22.7M → $21.9M (-$868K)
1.2% less ownership
Funds ownership: 28.77% → 27.58% (-1.2%)
16% less funds holding
Funds holding: 19 → 16 (-3)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| 1 |
ACM
Adalta Capital Management
New York
|
+$56.4K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.07K |
Top Sellers
PFX Hedge Fund Activity: Q3 2023 in Review
16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q3 2023, worth a combined $21.9M — down 3.8% from $22.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PFX and 0 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 2 added.
The largest buyer was Adalta Capital Management, adding an estimated $56.4K. The largest seller was Confluence Investment Management, exiting entirely with an estimated $552K sold.
- 16 institutional investors held PhenixFIN (PFX) as of Q3 2023, down from 19 in Q2 2023.
- Funds reported $21.9M of PhenixFIN stock for Q3 2023, down 3.8% quarter-over-quarter.
- 0 funds opened new PhenixFIN positions in Q3 2023 and 3 closed out, a net change of -3 holders.
- The largest PhenixFIN buyer in Q3 2023 was Adalta Capital Management, an estimated $56.4K added.
- The largest PhenixFIN seller in Q3 2023 was Confluence Investment Management, an estimated $552K sold.
Based on aggregated 13F filings for Q3 2023.