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PhenixFIN
PFX

16 hedge funds and large institutions have $20.4M invested in PhenixFIN in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

7% more capital invested

Capital invested by funds: $19.1M → $20.4M (+$1.37M)

0.61% more ownership

Funds ownership: 21.07% → 21.68% (+0.61%)

0% more funds holding

Funds holding: 16 → 16 (0)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$376K
2
ACM
Adalta Capital Management
New York
+$343K
3
Morgan Stanley
Morgan Stanley
New York
+$68K
4
HGERS
Householder Group Estate & Retirement Specialist
Arizona
+$26.3K
5
MSG
Main Street Group
Virginia
+$2.26K

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$438K
2
Osaic Holdings
Osaic Holdings
Arizona
-$113K
3
TRCT
Tower Research Capital (TRC)
New York
-$26.4K
4
UBS Group
UBS Group
Switzerland
-$135
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Adalta Capital Management
New York
$7.01M +$343K +7,595 +5%
2L
2
22NW LP
Washington
$5.51M – – –
Morgan Stanley
3
Morgan Stanley
New York
$3.1M +$68K +1,506 +2%
AFG
4
American Financial Group
Ohio
$3.01M – – –
Legal & General Group
5
Legal & General Group
United Kingdom
$775K – – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$389K +$376K +8,317 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$299K – – –
CLOS
8
Compagnie Lombard Odier SCmA
Switzerland
$117K – – –
UBS Group
9
UBS Group
Switzerland
$98.8K -$135 -3 -0.1%
AF
10
Allworth Financial
California
$39K – – –
HGERS
11
Householder Group Estate & Retirement Specialist
Arizona
$27K +$26.3K +583 New
TRCT
12
Tower Research Capital (TRC)
New York
$18.8K -$26.4K -584 -59%
Wells Fargo
13
Wells Fargo
California
$12.2K – – –
AIC
14
Archer Investment Corporation
Indiana
$5.89K – – –
MSG
15
Main Street Group
Virginia
$2.33K +$2.26K +50 New
HNB
16
Huntington National Bank
Ohio
$1 – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
– -$438K -9,939 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
– -$113K -2,570 Closed

PFX Hedge Fund Activity: Q2 2024 in Review

16 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q2 2024, worth a combined $20.4M — up 7.2% from $19.1M 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 2 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $376K. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $438K sold.

  • 16 institutional investors held PhenixFIN (PFX) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $20.4M of PhenixFIN stock for Q2 2024, up 7.2% quarter-over-quarter.
  • 3 funds opened new PhenixFIN positions in Q2 2024 and 2 closed out, a net change of +1 holder.
  • The largest PhenixFIN buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $376K added.
  • The largest PhenixFIN seller in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $438K sold.

Based on aggregated 13F filings for Q2 2024.