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PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

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

56 hedge funds and large institutions have $106M invested in PHI, Inc. Non-Voting Common Stock in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $112M → $106M (-$5.51M)

3% less funds holding

Funds holding: 5856 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
24
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1
West Face Capital
Ontario, Canada
$30.5M -$3.49M -293,064 -10%
VDBMI
2
Van Den Berg Management I
Texas
$13M +$1.08M +91,011 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.5M +$315K +26,433 +3%
BlackRock
4
BlackRock
New York
$9.47M +$13.2K +1,107 +0.1%
Franklin Resources
5
Franklin Resources
California
$6.23M -$1M -84,033 -13%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.45M +$238K +19,943 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.05M +$62K +5,201 +1%
State Street
8
State Street
Massachusetts
$2.76M +$50.6K +4,245 +2%
Northern Trust
9
Northern Trust
Illinois
$1.73M +$86K +7,219 +5%
LSV Asset Management
10
LSV Asset Management
Illinois
$1.59M -$494K -41,503 -23%
UBS Group
11
UBS Group
Switzerland
$1.56M -$11.7K -978 -0.7%
Wells Fargo
12
Wells Fargo
California
$1.5M +$59.3K +4,976 +4%
PCM
13
Perritt Capital Management
Illinois
$1.45M -$1.01M -85,199 -40%
BCM
14
Bridgeway Capital Management
Texas
$1.39M +$596K +50,000 +72%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.29M -$15.7K -1,314 -1%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$1.17M -$41.7K -3,503 -3%
Deutsche Bank
17
Deutsche Bank
Germany
$936K +$51.7K +4,341 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$685K +$1.23K +103 +0.2%
JP Morgan Chase
19
JP Morgan Chase
New York
$634K +$32.5K +2,729 +5%
FPA
20
First Pacific Advisors
California
$576K
Morgan Stanley
21
Morgan Stanley
New York
$535K +$79.7K +6,690 +17%
OAM
22
Oxford Asset Management
United Kingdom
$430K +$60.6K +5,083 +15%
Invesco
23
Invesco
Georgia
$416K +$5.66K +475 +1%
TCIM
24
TIAA CREF Investment Management
New York
$396K -$10.8K -906 -3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$387K -$72.2K -6,065 -15%

PHIIK Hedge Fund Activity: Q4 2017 in Review

56 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q4 2017, worth a combined $106M — down 4.9% from $112M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PHIIK and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 24 added.

The largest buyer was Van Den Berg Management I, adding an estimated $1.08M. The largest seller was West Face Capital, cutting an estimated $3.49M.

  • 56 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q4 2017, down from 58 in Q3 2017.
  • Funds reported $106M of PHI, Inc. Non-Voting Common Stock stock for Q4 2017, down 4.9% quarter-over-quarter.
  • 4 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q4 2017 and 6 closed out, a net change of -2 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q4 2017 was Van Den Berg Management I, an estimated $1.08M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q4 2017 was West Face Capital, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2017.