We are live on ! Find out more
PNX

PHOENIX COMPANIES INC. NEW
PNX

Delisted

PNX was delisted on the 20th of June, 2016.

81 hedge funds and large institutions have $208M invested in PHOENIX COMPANIES INC. NEW in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

61% more capital invested

Capital invested by funds: $129M → $208M (+$78.7M)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 7881 (+3)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
12
Increased
18
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$1.25M +$947K +20,429 New
BIM
27
BlackRock Investment Management
Delaware
$1.21M -$21.4K -462 -2%
LSV Asset Management
28
LSV Asset Management
Illinois
$1.01M
TC
29
TFS Capital
Pennsylvania
$953K +$720K +15,529 New
Goldman Sachs
30
Goldman Sachs
New York
$943K +$38.4K +829 +6%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$908K -$55.6K -1,200 -8%
BCM
32
Bridgeway Capital Management
Texas
$872K
Morgan Stanley
33
Morgan Stanley
New York
$853K -$172K -3,705 -21%
US Bancorp
34
US Bancorp
Minnesota
$658K
Two Sigma Advisers
35
Two Sigma Advisers
New York
$655K +$494K +10,656 New
AllianceBernstein
36
AllianceBernstein
Tennessee
$648K -$158K -3,400 -24%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$644K +$4.63K +100 +1%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$583K +$264K +5,700 +150%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$578K +$1.9K +41 +0.4%
SMC
40
Smith, Moore & Co
Missouri
$534K +$403K +8,700 New
TA
41
Teachers Advisors
New York
$532K -$41.7K -900 -9%
Charles Schwab
42
Charles Schwab
California
$508K
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$499K
Citigroup
44
Citigroup
New York
$485K +$219K +4,716 +148%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$469K -$26.4K -570 -7%
CS
46
Credit Suisse
Switzerland
$455K +$343K +7,395 New
SCM
47
Sterling Capital Management
North Carolina
$448K -$86.3K -1,862 -20%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$399K
Ameriprise
49
Ameriprise
Minnesota
$371K -$1.39M -30,093 -83%
AWCI
50
Alpine Woods Capital Investors
New York
$350K

PNX Hedge Fund Activity: Q4 2013 in Review

81 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PHOENIX COMPANIES INC. NEW (PNX) for Q4 2013, worth a combined $208M — up 61% from $129M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PNX positions and 8 closed out — a net gain of 4 holders — while 18 added to existing stakes and 29 trimmed.

The largest buyer was Toscafund Asset Management, adding an estimated $2.18M. The largest seller was Arbiter Partners Capital Management, exiting entirely with an estimated $4.17M sold.

  • 81 institutional investors held PHOENIX COMPANIES INC. NEW (PNX) as of Q4 2013, up from 78 in Q3 2013.
  • Funds reported $208M of PHOENIX COMPANIES INC. NEW stock for Q4 2013, up 61% quarter-over-quarter.
  • 12 funds opened new PHOENIX COMPANIES INC. NEW positions in Q4 2013 and 8 closed out, a net change of +4 holders.
  • The largest PHOENIX COMPANIES INC. NEW buyer in Q4 2013 was Toscafund Asset Management, an estimated $2.18M added.
  • The largest PHOENIX COMPANIES INC. NEW seller in Q4 2013 was Arbiter Partners Capital Management, an estimated $4.17M sold.

Based on aggregated 13F filings for Q4 2013.