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PhenixFIN
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Overview Fund Activity

16 hedge funds and large institutions have $19.1M invested in PhenixFIN in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
2
Increased
3
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Adalta Capital Management
New York
$6.26M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$282K
3
TRCT
3
Tower Research Capital (TRC)
New York
$43.4K
4
UBS Group
4
UBS Group
Switzerland
$93.3K
5
Wells Fargo
5
Wells Fargo
California
$11.5K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$438K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.86M
3
AC
3
Almitas Capital
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Adalta Capital Management
New York
$6.26M 142,309 +6,595 +5%
2L
2
22NW LP
Washington
$5.19M 117,885 – –
Morgan Stanley
3
Morgan Stanley
New York
$2.86M 64,813 -67,779 -51%
AFG
4
American Financial Group
Ohio
$2.84M 64,327 – –
Legal & General Group
5
Legal & General Group
United Kingdom
$728K 16,577 – –
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$438K 9,939 -121,519 -92%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$282K 6,400 +6,400 New
Osaic Holdings
8
Osaic Holdings
Arizona
$113K 2,570 -17 -0.7%
CLOS
9
Compagnie Lombard Odier SCmA
Switzerland
$110K 2,500 – –
UBS Group
10
UBS Group
Switzerland
$93.3K 2,116 +290 +16%
RG
11
Retirement Group
California
$50.9K 1,155 -50 -4%
TRCT
12
Tower Research Capital (TRC)
New York
$43.4K 985 +985 New
AF
13
Allworth Financial
California
$39K 2,166 – –
Wells Fargo
14
Wells Fargo
California
$11.5K 261 +1 +0.4%
AIC
15
Archer Investment Corporation
Indiana
$5.56K 126 – –
HNB
16
Huntington National Bank
Ohio
$1 1 – –
AC
17
Almitas Capital
California
– – -17,818 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– – -5,348 Closed
ASN
19
Advisory Services Network
Georgia
– – -140 Closed
SS
20
Sunbelt Securities
Texas
– – – –
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –