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PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

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

54 hedge funds and large institutions have $89M invested in PHI, Inc. Non-Voting Common Stock in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 5654 (-2)

16% less capital invested

Capital invested by funds: $106M → $89M (-$17.2M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

52% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 27

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
13
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
1
West Face Capital
Ontario, Canada
$24M -$3.22M -291,826 -11%
VDBMI
2
Van Den Berg Management I
Texas
$12.7M +$1.34M +121,148 +11%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.1M +$78.3K +7,092 +0.7%
BlackRock
4
BlackRock
New York
$8.29M -$94.5K -8,554 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.15M +$349K +31,613 +7%
Franklin Resources
6
Franklin Resources
California
$4.73M -$846K -76,600 -14%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.47M +$4.42K +400 +0.1%
State Street
8
State Street
Massachusetts
$2.44M -$2.33K -211 -0.1%
Northern Trust
9
Northern Trust
Illinois
$1.48M -$55.5K -5,024 -3%
UBS Group
10
UBS Group
Switzerland
$1.36M -$16.1K -1,462 -1%
BCM
11
Bridgeway Capital Management
Texas
$1.23M
FM
12
Fondren Management
Texas
$1.17M +$1.26M +113,894 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.15M +$8.37K +758 +0.7%
Wells Fargo
14
Wells Fargo
California
$1.13M -$206K -18,697 -14%
Deutsche Bank
15
Deutsche Bank
Germany
$744K -$90.5K -8,200 -10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$612K +$6.83K +619 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$515K -$49.5K -4,479 -8%
FPA
18
First Pacific Advisors
California
$510K
LSV Asset Management
19
LSV Asset Management
Illinois
$508K -$972K -87,984 -64%
Morgan Stanley
20
Morgan Stanley
New York
$485K +$12.2K +1,106 +2%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$474K +$256K +23,139 +100%
OAM
22
Oxford Asset Management
United Kingdom
$410K +$17.7K +1,601 +4%
TCIM
23
TIAA CREF Investment Management
New York
$351K
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$323K -$20.9K -1,889 -6%
Invesco
25
Invesco
Georgia
$313K -$59.4K -5,383 -15%

PHIIK Hedge Fund Activity: Q1 2018 in Review

54 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q1 2018, worth a combined $89M — down 16% from $106M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PHIIK and 2 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 13 added.

The largest buyer was Van Den Berg Management I, adding an estimated $1.34M. The largest seller was West Face Capital, cutting an estimated $3.22M.

  • 54 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q1 2018, down from 56 in Q4 2017.
  • Funds reported $89M of PHI, Inc. Non-Voting Common Stock stock for Q1 2018, down 16% quarter-over-quarter.
  • 2 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q1 2018 and 4 closed out, a net change of -2 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q1 2018 was Van Den Berg Management I, an estimated $1.34M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q1 2018 was West Face Capital, an estimated $3.22M sold.

Based on aggregated 13F filings for Q1 2018.