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PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

PHIIK was delisted on the 25th of March, 2019.

78 hedge funds and large institutions have $320M invested in PHI, Inc. Non-Voting Common Stock in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

18% more funds holding

Funds holding: 6678 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $327M → $320M (-$7.53M)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
41
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1
West Face Capital
Ontario, Canada
$131M -$20.2M -612,704 -12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31.2M +$246K +7,483 +0.7%
Franklin Resources
3
Franklin Resources
California
$28.3M -$67.4K -2,050 -0.2%
Wells Fargo
4
Wells Fargo
California
$12.3M -$3.58M -108,986 -21%
BIT
5
BlackRock Institutional Trust
California
$11.9M +$317K +9,640 +2%
Northern Trust
6
Northern Trust
Illinois
$11.4M -$162K -4,933 -1%
BFA
7
BlackRock Fund Advisors
California
$10.7M -$826K -25,111 -7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$9.76M +$197K +5,999 +2%
FCM
9
Freshford Capital Management
New York
$9.42M +$3M +91,206 +41%
State Street
10
State Street
Massachusetts
$6.55M +$106K +3,219 +1%
RRAM
11
River Road Asset Management
Kentucky
$5.49M +$1.89M +57,415 +46%
BCM
12
Bridgeway Capital Management
Texas
$5.05M
PCM
13
Perritt Capital Management
Illinois
$3.88M +$95.4K +2,900 +2%
UBS Group
14
UBS Group
Switzerland
$2.63M +$47.7K +1,449 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.56M +$987 +30 +0%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.5M +$113K +3,445 +4%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.95M +$628K +19,100 +42%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$1.85M +$739K +22,457 +57%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.77M +$1.94M +59,100 New
GCP
20
GSA Capital Partners
United Kingdom
$1.71M +$1.37M +41,573 +270%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$1.64M +$1.52M +46,237 +557%
TC
22
TFS Capital
Pennsylvania
$1.62M +$1.14M +34,667 +179%
TCIM
23
TIAA CREF Investment Management
New York
$1.57M -$44.1K -1,341 -3%
BIM
24
BlackRock Investment Management
Delaware
$1.43M +$197K +5,984 +14%
Prudential Financial
25
Prudential Financial
New Jersey
$1.36M +$151K +4,600 +11%

PHIIK Hedge Fund Activity: Q2 2015 in Review

78 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q2 2015, worth a combined $320M — down 2.3% from $327M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PHIIK positions and 1 closed out — a net gain of 12 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Freshford Capital Management, adding an estimated $3M. The largest seller was West Face Capital, cutting an estimated $20.2M.

  • 78 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q2 2015, up from 66 in Q1 2015.
  • Funds reported $320M of PHI, Inc. Non-Voting Common Stock stock for Q2 2015, down 2.3% quarter-over-quarter.
  • 13 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q2 2015 and 1 closed out, a net change of +12 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q2 2015 was Freshford Capital Management, an estimated $3M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q2 2015 was West Face Capital, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2015.