PhenixFIN
20 hedge funds and large institutions have $24M invested in PhenixFIN in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
15% more capital invested
Capital invested by funds: $20.9M → $24M (+$3.09M)
11% more funds holding
Funds holding: 18 → 20 (+2)
1.85% more ownership
Funds ownership: 21.83% → 23.68% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$921K |
| 2 |
AA
AlphaCentric Advisors
San Juan,
Puerto Rico
|
+$493K |
| 3 |
CA
Crossingbridge Advisors
Pleasantville,
New York
|
+$493K |
| 4 |
ACM
Adalta Capital Management
New York
|
+$284K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$305K |
| 2 |
Morgan Stanley
New York
|
-$206K |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$77.9K |
| 4 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$27K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$13.9K |
PFX Hedge Fund Activity: Q4 2024 in Review
20 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in PhenixFIN (PFX) for Q4 2024, worth a combined $24M — up 15% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PFX positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Bulldog Investors, opening a new position worth an estimated $921K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $305K sold.
- 20 institutional investors held PhenixFIN (PFX) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $24M of PhenixFIN stock for Q4 2024, up 15% quarter-over-quarter.
- 6 funds opened new PhenixFIN positions in Q4 2024 and 3 closed out, a net change of +3 holders.
- The largest PhenixFIN buyer in Q4 2024 was Bulldog Investors, an estimated $921K added.
- The largest PhenixFIN seller in Q4 2024 was Royal Bank of Canada, an estimated $305K sold.
Based on aggregated 13F filings for Q4 2024.