We are live on ! Find out more
PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

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

68 hedge funds and large institutions have $122M invested in PHI, Inc. Non-Voting Common Stock in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

11% less funds holding

Funds holding: 7668 (-8)

33% less capital invested

Capital invested by funds: $181M → $122M (-$59.3M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
28
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1
West Face Capital
Ontario, Canada
$37.8M -$903K -59,565 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.9M +$38.1K +2,511 +0.2%
BlackRock
3
BlackRock
New York
$10.2M +$12.8M +844,327 +15,112%
VDBMI
4
Van Den Berg Management I
Texas
$8.38M +$8.38M +552,830 +378%
Franklin Resources
5
Franklin Resources
California
$7.61M
HRCM
6
Hawk Ridge Capital Management
California
$5.37M -$905K -59,700 -12%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.4M -$793K -52,298 -12%
Renaissance Technologies
8
Renaissance Technologies
New York
$3.77M +$487K +32,100 +11%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.47M -$479K -31,605 -10%
Wells Fargo
10
Wells Fargo
California
$2.93M -$373K -24,618 -9%
State Street
11
State Street
Massachusetts
$2.87M -$970K -64,000 -21%
PCM
12
Perritt Capital Management
Illinois
$2.44M +$220K +14,501 +8%
Northern Trust
13
Northern Trust
Illinois
$2.28M -$1.02M -67,298 -26%
UBS Group
14
UBS Group
Switzerland
$1.52M +$82.2K +5,426 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.32M +$46.7K +3,083 +3%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$1.12M +$247K +16,289 +21%
JP Morgan Chase
17
JP Morgan Chase
New York
$823K -$327K -21,601 -24%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$697K +$20.2K +1,333 +2%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$696K +$18.2K +1,200 +2%
SC
20
Skylands Capital
Wisconsin
$655K +$89.4K +5,900 +12%
MC
21
Menta Capital
California
$607K -$92.2K -6,082 -11%
TCIM
22
TIAA CREF Investment Management
New York
$525K +$38.3K +2,528 +6%
OAM
23
Oxford Asset Management
United Kingdom
$443K -$22.9K -1,512 -4%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$442K +$15.2K +1,002 +3%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$440K +$178K +11,739 +47%

PHIIK Hedge Fund Activity: Q1 2017 in Review

68 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q1 2017, worth a combined $122M — down 33% from $181M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PHIIK and 4 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $12.8M. The largest seller was Northern Trust, cutting an estimated $1.02M.

  • 68 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q1 2017, down from 76 in Q4 2016.
  • Funds reported $122M of PHI, Inc. Non-Voting Common Stock stock for Q1 2017, down 33% quarter-over-quarter.
  • 4 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q1 2017 and 7 closed out, a net change of -3 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q1 2017 was BlackRock, an estimated $12.8M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q1 2017 was Northern Trust, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2017.