$39.50
+0.00 (+0.00%)
Market Cap
$81.1M
Shares Outstanding
1,998,260
Institutional Holders
15
Total Inst. Value
$24.9M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
2
Closed Positions
4
Increased
5
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Adalta Capital Management LLC | $8.9M | 168,449 |
| 2 | 22NW, LP | $6.2M | 117,885 |
| 3 | AMERICAN FINANCIAL GROUP INC | $3.4M | 64,327 |
| 4 | MORGAN STANLEY | $3.3M | 61,796 |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.0M | 19,775 |
| 6 | Bulldog Investors, LLP | $1.0M | 19,218 |
| 7 | Legal & General Group Plc | $756K | 14,151 |
| 8 | UBS Group AG | $112K | 2,121 |
| 9 | Allworth Financial LP | $39K | 2,223 |
| 10 | OSAIC HOLDINGS, INC.New | $29K | 545 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Adalta Capital Management LLC | +13K | $8.9M |
| MORGAN STANLEY | +1K | $3.3M |
| RAYMOND JAMES FINANCIAL INC | +177 | $1.0M |
| UBS Group AG | +2K | $112K |
| Allworth Financial LP | +57 | $39K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -120 | $14K |
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Frequently Asked Questions
How many institutional investors hold PFX?
As of Q1 2025, 15 institutional investors report holding PFX (PhenixFIN Corporation) in their 13F filings.
Which hedge fund owns the most PFX?
The largest institutional holder of PFX is Adalta Capital Management LLC with $8.9M in shares.
Are institutions buying or selling PFX?
This quarter, 2 institutions opened new positions in PFX and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.