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PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

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

76 hedge funds and large institutions have $181M invested in PHI, Inc. Non-Voting Common Stock in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $184M → $181M (-$3.23M)

7% less funds holding

Funds holding: 8276 (-6)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
31
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1
West Face Capital
Ontario, Canada
$57.9M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.3M -$68.2K -4,102 -0.4%
Franklin Resources
3
Franklin Resources
California
$11.4M
HRCM
4
Hawk Ridge Capital Management
California
$9.16M -$1.32M -79,445 -14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.56M +$69.3K +4,171 +1%
BFA
6
BlackRock Fund Advisors
California
$7.04M +$928K +55,875 +17%
BIT
7
BlackRock Institutional Trust
California
$6.94M +$45.6K +2,747 +0.7%
LSV Asset Management
8
LSV Asset Management
Illinois
$5.8M -$49.3K -2,968 -0.9%
State Street
9
State Street
Massachusetts
$5.47M +$321K +19,296 +7%
Renaissance Technologies
10
Renaissance Technologies
New York
$5.1M +$1.05M +63,200 +29%
Wells Fargo
11
Wells Fargo
California
$4.85M +$537K +32,342 +14%
Northern Trust
12
Northern Trust
Illinois
$4.65M -$1.98M -119,441 -32%
PCM
13
Perritt Capital Management
Illinois
$3.4M +$522K +31,399 +20%
VDBMI
14
Van Den Berg Management I
Texas
$2.64M +$1.54M +92,543 +172%
UBS Group
15
UBS Group
Switzerland
$2.2M +$41.9K +2,523 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.94M +$119K +7,134 +7%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.63M +$378K +22,754 +34%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$1.39M +$217K +13,058 +20%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.02M -$172K -10,352 -15%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.02M -$16.6K -1,000 -2%
MC
21
Menta Capital
California
$1.02M +$119K +7,141 +14%
CCMH
22
Cornerstone Capital Management Holdings
New York
$942K +$158K +9,500 +22%
BIM
23
BlackRock Investment Management
Delaware
$895K -$23.8K -1,430 -3%
SC
24
Skylands Capital
Wisconsin
$878K +$98K +5,900 +14%
Prudential Financial
25
Prudential Financial
New Jersey
$844K -$410K -24,700 -35%

PHIIK Hedge Fund Activity: Q4 2016 in Review

76 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q4 2016, worth a combined $181M — down 1.8% from $184M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PHIIK and 6 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 31 added.

The largest buyer was Van Den Berg Management I, adding an estimated $1.54M. The largest seller was River Road Asset Management, exiting entirely with an estimated $4.92M sold.

  • 76 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q4 2016, down from 82 in Q3 2016.
  • Funds reported $181M of PHI, Inc. Non-Voting Common Stock stock for Q4 2016, down 1.8% quarter-over-quarter.
  • 6 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q4 2016 and 12 closed out, a net change of -6 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q4 2016 was Van Den Berg Management I, an estimated $1.54M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q4 2016 was River Road Asset Management, an estimated $4.92M sold.

Based on aggregated 13F filings for Q4 2016.