Who Owns PhenixFIN Corporation (PFX)?Hedge Fund & Institutional Holders
Institutional Holders
15
as of QNaN NaN
Total Institutional Value
$23.9T
% of Float Held
—
QoQ Change in Holders
+15 / -0
Price History
PFX — Biggest Institutional Buyers This Quarter
| Fund | Shares Added | Value | % of Portfolio |
|---|---|---|---|
| Adalta Capital Management LLCNew | 168K | $8.9T | 4.76% |
| 22NW, LPNew | 118K | $6.2T | 4.19% |
| AMERICAN FINANCIAL GROUP INCNew | 64K | $3.4T | 1.46% |
| MORGAN STANLEYNew | 62K | $3.3T | 0.23% |
| RAYMOND JAMES FINANCIAL INCNew | 20K | $1.0T | 0.39% |
| Legal & General Group PlcNew | 14K | $756.4B | 0.21% |
| UBS Group AGNew | 2K | $112.4B | 0.02% |
| Allworth Financial LPNew | 2K | $38.9B | 0.22% |
| OSAIC HOLDINGS, INC.New | 545 | $28.9B | 0.06% |
| BANK OF AMERICA CORP /DE/New | 308 | $16.0B | 0.00% |
| WELLS FARGO & COMPANY/MNNew | 261 | $14.1B | 0.00% |
| Legacy Wealth Managment, LLC/IDNew | 200 | $10.6B | 0.01% |
| Archer Investment CorpNew | 126 | $6.7B | 0.00% |
| MAI Capital ManagementNew | 22 | $1.2B | 0.01% |
| Bulldog Investors, LLPNew | 19K | $1.0B | 0.28% |
Top Institutional Holders(QNaN NaN)
| # | Fund | Shares | Value | % of Portfolio | QoQ Share Change |
|---|---|---|---|---|---|
| 1 | Adalta Capital Management LLC | 168,449 | $8.9T | 4.76% | New |
| 2 | 22NW, LP | 117,885 | $6.2T | 4.19% | New |
| 3 | AMERICAN FINANCIAL GROUP INC | 64,327 | $3.4T | 1.46% | New |
| 4 | MORGAN STANLEY | 61,796 | $3.3T | 0.23% | New |
| 5 | RAYMOND JAMES FINANCIAL INC | 19,775 | $1.0T | 0.39% | New |
| 6 | Legal & General Group Plc | 14,151 | $756.4B | 0.21% | New |
| 7 | UBS Group AG | 2,121 | $112.4B | 0.02% | New |
| 8 | Allworth Financial LP | 2,223 | $38.9B | 0.22% | New |
| 9 | OSAIC HOLDINGS, INC. | 545 | $28.9B | 0.06% | New |
| 10 | BANK OF AMERICA CORP /DE/ | 308 | $16.0B | 0.00% | New |
| 11 | WELLS FARGO & COMPANY/MN | 261 | $14.1B | 0.00% | New |
| 12 | Legacy Wealth Managment, LLC/ID | 200 | $10.6B | 0.01% | New |
| 13 | Archer Investment Corp | 126 | $6.7B | 0.00% | New |
| 14 | MAI Capital Management | 22 | $1.2B | 0.01% | New |
| 15 | Bulldog Investors, LLP | 19,218 | $1.0B | 0.28% | New |
Similar Stocks by Institutional Ownership
As of QNaN NaN, 15 institutional investors hold PFX (PhenixFIN Corporation). The largest holder is Adalta Capital Management LLC with $8.9T in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own PFX?
As of QNaN NaN, 15 institutional investors report holding PFX (PhenixFIN Corporation) in their 13F filings.
Who is the largest institutional holder of PFX?
The largest institutional holder of PFX is Adalta Capital Management LLC with $8.9T in shares.
Is institutional ownership of PFX increasing or decreasing?
This quarter, 15 institutions opened new positions in PFX and 0 closed their positions.