PHI, Inc.
PHII
PHII was delisted on the 25th of March, 2019.
11 hedge funds and large institutions have $14.9M invested in PHI, Inc. in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
1% more capital invested
Capital invested by funds: $14.7M → $14.9M (+$216K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$479K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.3K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.71K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$4.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wells Fargo
San Francisco,
California
| $5.21M | -$1.59M | -44,382 | -24% |
|
2
Franklin Resources
San Mateo,
California
| $3.76M | – | – | – |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $2.77M | +$32.3K | +900 | +1% |
|
|
4
Dimensional Fund Advisors
Austin,
Texas
| $1.12M | +$10.3K | +288 | +0.9% |
|
|
RR
5
Robotti Robert
| $636K | – | – | – |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $529K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $489K | +$479K | +13,356 | New |
|
|
TA
8
Teton Advisors
Rye,
New York
| $300K | – | – | – |
|
|
9
Invesco
Atlanta,
Georgia
| $43K | +$4.52K | +126 | +12% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $8K | +$7.71K | +215 | New |
|
11
Ameriprise
Minneapolis,
Minnesota
| $6K | – | – | – |
|
PHII Hedge Fund Activity: Q3 2013 in Review
11 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. (PHII) for Q3 2013, worth a combined $14.9M — up 1.5% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PHII positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was UBS, opening a new position worth an estimated $479K. The largest seller was Wells Fargo, cutting an estimated $1.59M.
- 11 institutional investors held PHI, Inc. (PHII) as of Q3 2013, up from 9 in Q2 2013.
- Funds reported $14.9M of PHI, Inc. stock for Q3 2013, up 1.5% quarter-over-quarter.
- 2 funds opened new PHI, Inc. positions in Q3 2013 and 0 closed out, a net change of +2 holders.
- The largest PHI, Inc. buyer in Q3 2013 was UBS, an estimated $479K added.
- The largest PHI, Inc. seller in Q3 2013 was Wells Fargo, an estimated $1.59M sold.
Based on aggregated 13F filings for Q3 2013.