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PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

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

58 hedge funds and large institutions have $112M invested in PHI, Inc. Non-Voting Common Stock in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $95.9M → $112M (+$15.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

8% less funds holding

Funds holding: 6358 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
22
Reduced
23
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
$34.4M -$865K -79,604 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.4M -$258K -23,715 -2%
VDBMI
3
Van Den Berg Management I
Texas
$12.1M +$1.48M +136,269 +15%
BlackRock
4
BlackRock
New York
$9.61M +$142K +13,103 +2%
Franklin Resources
5
Franklin Resources
California
$7.32M -$134K -12,367 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.31M +$1.64M +150,754 +50%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.07M +$79.3K +7,299 +2%
State Street
8
State Street
Massachusetts
$2.75M -$21.9K -2,016 -0.9%
PCM
9
Perritt Capital Management
Illinois
$2.48M
LSV Asset Management
10
LSV Asset Management
Illinois
$2.11M -$989K -90,984 -34%
Northern Trust
11
Northern Trust
Illinois
$1.67M -$28.3K -2,600 -2%
UBS Group
12
UBS Group
Switzerland
$1.6M +$57.6K +5,295 +4%
Wells Fargo
13
Wells Fargo
California
$1.46M -$553K -50,923 -29%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.32M +$57.2K +5,263 +5%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$1.23M +$1.09K +100 +0.1%
Deutsche Bank
16
Deutsche Bank
Germany
$901K -$206K -18,962 -20%
BCM
17
Bridgeway Capital Management
Texas
$820K +$152K +14,000 +25%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$695K -$10.3K -946 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$615K -$71.7K -6,599 -11%
FPA
20
First Pacific Advisors
California
$585K +$373K +34,273 +221%
MC
21
Menta Capital
California
$517K -$20.5K -1,885 -4%
Morgan Stanley
22
Morgan Stanley
New York
$465K +$219K +20,166 +104%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$464K -$81.8K -7,523 -16%
Invesco
24
Invesco
Georgia
$418K +$21.3K +1,956 +6%
TCIM
25
TIAA CREF Investment Management
New York
$413K +$9.1K +837 +2%

PHIIK Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q3 2017, worth a combined $112M — up 16% from $95.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PHIIK and 2 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 22 added.

The largest buyer was Vanguard Group, adding an estimated $1.64M. The largest seller was Hawk Ridge Capital Management, exiting entirely with an estimated $3.21M sold.

  • 58 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q3 2017, down from 63 in Q2 2017.
  • Funds reported $112M of PHI, Inc. Non-Voting Common Stock stock for Q3 2017, up 16% quarter-over-quarter.
  • 2 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q3 2017 and 7 closed out, a net change of -5 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q3 2017 was Vanguard Group, an estimated $1.64M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q3 2017 was Hawk Ridge Capital Management, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2017.