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PHOENIX COS INC NEW COM NEW
PHOENIX COS INC NEW COM NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 79 Institutional holders with a total value of $193,003,265.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 10 0 0.00%
2 SYNOVUS FINANCIAL CORP 1 0 0.00%
3 Hartford Financial Management Inc. 14 0 0.00%
4 Gary Goldberg Planning Services Inc 5 0 0.00%
5 BESSEMER GROUP INC 5 0 0.00%
6 FIRST FINANCIAL CORP /IN/ 10 1,000 0.00%
7 WFG Advisors, LP 20 1,000 0.00%
8 D'Orazio & Associates, Inc. 22 1,000 0.00%
9 BROWN BROTHERS HARRIMAN & CO 29 2,000 0.00%
10 INTEGRATED WEALTH COUNSEL, LLC 36 2,000 0.00%
11 Creative Planning 67 3,000 0.00%
12 M&T BANK CORP 53 3,000 0.00%
13 Tower Research Capital LLC (TRC) 81 4,000 0.00%
14 ENTERPRISE FINANCIAL SERVICES CORP 94 5,000 0.00%
15 FIFTH THIRD BANCORP 132 7,000 0.00%
16 BlackRock Finance, Inc. 187 10,000 0.01%
17 ROYAL BANK OF CANADA 372 19,000 0.01%
18 RUSSELL FRANK CO/ 817 42,000 0.02%
19 BANK OF AMERICA CORP /DE/ 1,640 85,000 0.04%
20 WELLS FARGO & COMPANY/MN 2,084 108,000 0.06%
21 PRELUDE CAPITAL MANAGEMENT, LLC 2,482 128,000 0.07%
22 DEUTSCHE BANK AG\ 2,816 145,000 0.08%
23 AMERICAN INTERNATIONAL GROUP, INC. 3,959 204,878 0.11%
24 BLACKROCK ADVISORS LLC 4,067 210,000 0.11%
25 SCHRODER INVESTMENT MANAGEMENT GROUP 4,200 217,350 0.11%
26 AQR CAPITAL MANAGEMENT LLC 4,257 220,000 0.11%
27 BNP PARIBAS FINANCIAL MARKETS 5,044 222,037 0.12%
28 GOLDMAN SACHS GROUP INC 4,325 224,000 0.12%
29 MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,813 249,000 0.13%
30 GENERAL MOTORS INVESTMENT MANAGEMENT CORP 4,972 257,000 0.13%
31 CREDIT SUISSE AG/ 5,223 270,000 0.14%
32 METROPOLITAN LIFE INSURANCE CO/NY 5,208 270,000 0.14%
33 Nationwide Fund Advisors 5,399 279,000 0.14%
34 PARAMETRIC PORTFOLIO ASSOCIATES LLC 5,623 291,000 0.15%
35 ALPINE WOODS CAPITAL INVESTORS, LLC 5,700 295,000 0.15%
36 ProShare Advisors LLC 5,864 303,000 0.16%
37 LOS ANGELES CAPITAL MANAGEMENT LLC 5,872 304,000 0.16%
38 AMERIPRISE FINANCIAL INC 5,966 309,000 0.16%
39 VOYA INVESTMENT MANAGEMENT LLC 6,493 336,000 0.17%
40 ALLIANCEBERNSTEIN L.P. 6,601 342,000 0.18%
41 RHUMBLINE ADVISERS 7,364 381,000 0.20%
42 BARCLAYS PLC 7,837 399,000 0.21%
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 8,265 428,000 0.22%
44 TEACHERS ADVISORS, LLC 9,552 494,000 0.26%
45 MORGAN STANLEY 10,301 533,000 0.28%
46 TWO SIGMA ADVISERS, LP 10,481 543,000 0.28%
47 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10,596 548,000 0.28%
48 US BANCORP \DE\ 10,720 555,000 0.29%
49 CITIGROUP INC 11,864 614,000 0.32%
50 BRIDGEWAY CAPITAL MANAGEMENT, LLC 14,200 735,000 0.38%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.