PHI, Inc.
PHII
PHII was delisted on the 25th of March, 2019.
11 hedge funds and large institutions have $14M invested in PHI, Inc. in 2013 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
0% more funds holding
Funds holding: 11 → 11 (0)
6% less capital invested
Capital invested by funds: $14.9M → $14M (-$867K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$568K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$60.5K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.9K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$16.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.72M |
| 2 |
RR
Robotti Robert
|
-$83.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $4.72M | +$568K | +15,000 | +14% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $3.06M | +$18.9K | +500 | +0.7% |
|
|
3
Wells Fargo
San Francisco,
California
| $2.81M | -$2.72M | -71,748 | -50% |
|
|
4
Dimensional Fund Advisors
Austin,
Texas
| $1.24M | +$16.8K | +443 | +1% |
|
|
RR
5
Robotti Robert
| $603K | -$83.3K | -2,200 | -13% |
|
|
U
6
UBS
Zurich,
Switzerland
| $594K | +$60.5K | +1,597 | +12% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $580K | – | – | – |
|
|
TA
8
Teton Advisors
Rye,
New York
| $326K | – | – | – |
|
9
Invesco
Atlanta,
Georgia
| $50K | +$3.71K | +98 | +8% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $17K | +$7.61K | +201 | +93% |
|
11
Ameriprise
Minneapolis,
Minnesota
| $7K | – | – | – |
|
PHII Hedge Fund Activity: Q4 2013 in Review
11 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. (PHII) for Q4 2013, worth a combined $14M — down 5.8% from $14.9M a quarter earlier.
Fund positioning in PHII was balanced in Q4 2013: 0 funds opened new positions, 0 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Franklin Resources, adding an estimated $568K. The largest seller was Wells Fargo, cutting an estimated $2.72M.
- 11 institutional investors held PHI, Inc. (PHII) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $14M of PHI, Inc. stock for Q4 2013, down 5.8% quarter-over-quarter.
- 0 funds opened new PHI, Inc. positions in Q4 2013 and 0 closed out.
- The largest PHI, Inc. buyer in Q4 2013 was Franklin Resources, an estimated $568K added.
- The largest PHI, Inc. seller in Q4 2013 was Wells Fargo, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2013.