PhenixFIN
17 hedge funds and large institutions have $23.9M invested in PhenixFIN in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more capital invested
Capital invested by funds: $21.9M → $23.9M (+$2.02M)
6% more funds holding
Funds holding: 16 → 17 (+1)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.22% less ownership
Funds ownership: 27.58% → 27.35% (-0.22%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$203K |
| 2 |
ACM
Adalta Capital Management
New York
|
+$141K |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$94.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$64.4K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$5.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$839K |
| 2 |
Morgan Stanley
New York
|
-$51.1K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.05K |
| 4 |
RG
Retirement Group
San Diego,
California
|
-$1.33K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$607 |
PFX Hedge Fund Activity: Q4 2023 in Review
17 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q4 2023, worth a combined $23.9M — up 9.3% from $21.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PFX positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $203K. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $839K.
- 17 institutional investors held PhenixFIN (PFX) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $23.9M of PhenixFIN stock for Q4 2023, up 9.3% quarter-over-quarter.
- 2 funds opened new PhenixFIN positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest PhenixFIN buyer in Q4 2023 was Susquehanna International Group, an estimated $203K added.
- The largest PhenixFIN seller in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $839K sold.
Based on aggregated 13F filings for Q4 2023.