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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.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
4
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACM
1
Adalta Capital Management
New York
$7.78M 155,524 +5,921 +4%
2L
2
22NW LP
Washington
$5.92M 117,885
AFG
3
American Financial Group
Ohio
$3.26M 64,327
Morgan Stanley
4
Morgan Stanley
New York
$3.06M 60,502 -4,290 -7%
Raymond James Financial
5
Raymond James Financial
Florida
$992K 19,598 +19,598 New
BI
6
Bulldog Investors
New Jersey
$973K 19,218 +19,218 New
Legal & General Group
7
Legal & General Group
United Kingdom
$717K 14,151 -1,626 -10%
AA
8
AlphaCentric Advisors
Puerto Rico
$507K 10,300 +10,300 New
CA
9
Crossingbridge Advisors
New York
$507K 10,300 +10,300 New
CLOS
10
Compagnie Lombard Odier SCmA
Switzerland
$123K 2,500
AF
11
Allworth Financial
California
$37.9K 2,166
UBS Group
12
UBS Group
Switzerland
$26.2K 518 +300 +138%
Wells Fargo
13
Wells Fargo
California
$19.3K 381 +120 +46%
Bank of America
14
Bank of America
North Carolina
$15.6K 308 +128 +71%
LIS
15
Legacy Investment Solutions
Idaho
$9.8K 200
LWMI
16
Legacy Wealth Management (Idaho)
Idaho
$9.8K 200
AIC
17
Archer Investment Corporation
Indiana
$6.38K 126
MCM
18
MAI Capital Management
Ohio
$1.12K 22 +22 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.01K 20 +20 New
HNB
20
Huntington National Bank
Ohio
$1 1
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-6,400 Closed
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
-583 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-292 Closed
CFGS
24
Concourse Financial Group Securities
Alabama