PHI, Inc.
PHII
PHII was delisted on the 25th of March, 2019.
15 hedge funds and large institutions have $14.6M invested in PHI, Inc. in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
36% more funds holding
Funds holding: 11 → 15 (+4)
4% more capital invested
Capital invested by funds: $14M → $14.6M (+$607K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$191K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$46.2K |
| 3 |
Citigroup
New York
|
+$7.78K |
| 4 |
Morgan Stanley
New York
|
+$194 |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$77 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$384K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$12.2K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$929 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Franklin Resources
San Mateo,
California
| $4.99M | – | – | – |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $3.23M | – | – | – |
|
|
3
Wells Fargo
San Francisco,
California
| $2.55M | -$384K | -9,911 | -14% |
|
4
Dimensional Fund Advisors
Austin,
Texas
| $1.31M | – | – | – |
|
|
U
5
UBS
Zurich,
Switzerland
| $673K | +$46.2K | +1,193 | +8% |
|
|
RR
6
Robotti Robert
| $632K | – | – | – |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $608K | – | – | – |
|
|
TA
8
Teton Advisors
Rye,
New York
| $342K | – | – | – |
|
|
9
HighTower Advisors
Chicago,
Illinois
| $205K | +$191K | +4,927 | New |
|
|
10
Invesco
Atlanta,
Georgia
| $52K | -$929 | -24 | -2% |
|
|
11
Citigroup
New York
| $8K | +$7.78K | +201 | New |
|
12
Ameriprise
Minneapolis,
Minnesota
| $7K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $4K | -$12.2K | -314 | -75% |
|
|
14
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$77 | +2 | New |
|
|
15
Morgan Stanley
New York
| – | +$194 | +5 | New |
|
PHII Hedge Fund Activity: Q1 2014 in Review
15 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. (PHII) for Q1 2014, worth a combined $14.6M — up 4.3% from $14M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PHII positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $191K. The largest seller was Wells Fargo, cutting an estimated $384K.
- 15 institutional investors held PHI, Inc. (PHII) as of Q1 2014, up from 11 in Q4 2013.
- Funds reported $14.6M of PHI, Inc. stock for Q1 2014, up 4.3% quarter-over-quarter.
- 4 funds opened new PHI, Inc. positions in Q1 2014 and 0 closed out, a net change of +4 holders.
- The largest PHI, Inc. buyer in Q1 2014 was HighTower Advisors, an estimated $191K added.
- The largest PHI, Inc. seller in Q1 2014 was Wells Fargo, an estimated $384K sold.
Based on aggregated 13F filings for Q1 2014.