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PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

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

82 hedge funds and large institutions have $184M invested in PHI, Inc. Non-Voting Common Stock in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $186M → $184M (-$1.54M)

7% less funds holding

Funds holding: 8882 (-6)

24% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 34

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
82
Holders Change
-6
Holders Change %
-6.82%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
26
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1
West Face Capital
Ontario, Canada
$58.4M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.5M +$372K +19,560 +2%
Franklin Resources
3
Franklin Resources
California
$11.5M +$606K +31,900 +5%
HRCM
4
Hawk Ridge Capital Management
California
$10.7M +$2.79M +146,809 +33%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.55M -$594K -31,236 -7%
BIT
6
BlackRock Institutional Trust
California
$6.95M -$1.14M -59,969 -14%
Northern Trust
7
Northern Trust
Illinois
$6.86M -$556K -29,233 -7%
BFA
8
BlackRock Fund Advisors
California
$6.08M +$452K +23,754 +8%
LSV Asset Management
9
LSV Asset Management
Illinois
$5.9M +$1.2M +63,355 +24%
State Street
10
State Street
Massachusetts
$5.16M -$39.7K -2,086 -0.7%
RRAM
11
River Road Asset Management
Kentucky
$4.92M -$265K -13,943 -5%
Wells Fargo
12
Wells Fargo
California
$4.3M -$376K -19,758 -8%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.99M +$285K +15,000 +7%
PCM
14
Perritt Capital Management
Illinois
$2.86M +$9.51K +500 +0.3%
UBS Group
15
UBS Group
Switzerland
$2.17M -$5.32K -280 -0.2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.82M -$93.7K -4,931 -5%
Prudential Financial
17
Prudential Financial
New Jersey
$1.3M -$150K -7,900 -10%
OAM
18
Oxford Asset Management
United Kingdom
$1.29M -$879K -46,260 -39%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.23M +$198K +10,416 +18%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.22M -$182K -9,548 -12%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$1.16M -$135K -7,076 -10%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.05M -$245K -12,900 -18%
VDBMI
23
Van Den Berg Management I
Texas
$979K -$80.6K -4,240 -7%
BIM
24
BlackRock Investment Management
Delaware
$928K +$5.93K +312 +0.6%
MC
25
Menta Capital
California
$901K +$171K +9,002 +22%

PHIIK Hedge Fund Activity: Q3 2016 in Review

82 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q3 2016, worth a combined $184M — down 0.83% from $186M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PHIIK and 5 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 26 added.

The largest buyer was Hawk Ridge Capital Management, adding an estimated $2.79M. The largest seller was Freshford Capital Management, exiting entirely with an estimated $3.56M sold.

  • 82 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q3 2016, down from 88 in Q2 2016.
  • Funds reported $184M of PHI, Inc. Non-Voting Common Stock stock for Q3 2016, down 0.83% quarter-over-quarter.
  • 5 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q3 2016 and 11 closed out, a net change of -6 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q3 2016 was Hawk Ridge Capital Management, an estimated $2.79M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q3 2016 was Freshford Capital Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q3 2016.