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PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

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

63 hedge funds and large institutions have $95.9M invested in PHI, Inc. Non-Voting Common Stock in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 6863 (-5)

21% less capital invested

Capital invested by funds: $122M → $95.9M (-$25.7M)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
63
Holders Change
-5
Holders Change %
-7.35%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1
West Face Capital
Ontario, Canada
$29.3M -$1.59M -150,900 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.5M +$26.1K +2,476 +0.2%
VDBMI
3
Van Den Berg Management I
Texas
$8.73M +$2.06M +195,459 +28%
BlackRock
4
BlackRock
New York
$7.85M -$480K -45,574 -5%
Franklin Resources
5
Franklin Resources
California
$6.2M
Renaissance Technologies
6
Renaissance Technologies
New York
$4.14M +$1.15M +108,900 +35%
HRCM
7
Hawk Ridge Capital Management
California
$3.21M -$1.26M -119,272 -27%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.93M -$702K -66,726 -18%
LSV Asset Management
9
LSV Asset Management
Illinois
$2.64M -$209K -19,895 -7%
State Street
10
State Street
Massachusetts
$2.31M -$29.7K -2,823 -1%
PCM
11
Perritt Capital Management
Illinois
$2.06M +$76.8K +7,299 +4%
Wells Fargo
12
Wells Fargo
California
$1.71M -$728K -69,200 -28%
Northern Trust
13
Northern Trust
Illinois
$1.41M -$483K -45,935 -24%
UBS Group
14
UBS Group
Switzerland
$1.27M +$31.8K +3,025 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.05M -$34.2K -3,251 -3%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$1.02M +$119K +11,276 +12%
Deutsche Bank
17
Deutsche Bank
Germany
$933K +$753K +71,533 +296%
SC
18
Skylands Capital
Wisconsin
$704K +$184K +17,450 +32%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$586K +$19K +1,805 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$573K -$106K -10,029 -15%
BCM
21
Bridgeway Capital Management
Texas
$544K +$300K +28,500 +105%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$459K -$117K -11,100 -19%
MC
23
Menta Capital
California
$447K -$50.5K -4,800 -9%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$346K -$15.2K -1,440 -4%
ECM
25
Engine Capital Management
New York
$337K

PHIIK Hedge Fund Activity: Q2 2017 in Review

63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q2 2017, worth a combined $95.9M — down 21% from $122M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PHIIK and 5 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 19 added.

The largest buyer was Van Den Berg Management I, adding an estimated $2.06M. The largest seller was West Face Capital, cutting an estimated $1.59M.

  • 63 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q2 2017, down from 68 in Q1 2017.
  • Funds reported $95.9M of PHI, Inc. Non-Voting Common Stock stock for Q2 2017, down 21% quarter-over-quarter.
  • 5 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q2 2017 and 10 closed out, a net change of -5 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q2 2017 was Van Den Berg Management I, an estimated $2.06M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q2 2017 was West Face Capital, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2017.