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PHIIK

PHI, Inc. Non-Voting Common Stock
PHIIK

Delisted

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

50 hedge funds and large institutions have $72.4M invested in PHI, Inc. Non-Voting Common Stock in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 19 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)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

13% less capital invested

Capital invested by funds: $82.9M → $72.4M (-$10.6M)

15% less funds holding

Funds holding: 5950 (-9)

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
50
Holders Change
-9
Holders Change %
-15.25%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
18
Reduced
19
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
$16.6M -$2.25M -257,079 -13%
VDBMI
2
Van Den Berg Management I
Texas
$11.3M -$309K -35,315 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.1M +$26.2K +2,993 +0.3%
BlackRock
4
BlackRock
New York
$7.74M +$8.14K +931 +0.1%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.72M -$42.6K -4,875 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.54M +$21.7K +2,479 +0.5%
Franklin Resources
7
Franklin Resources
California
$2.35M -$331K -37,900 -13%
State Street
8
State Street
Massachusetts
$2.33M +$160K +18,258 +8%
Northern Trust
9
Northern Trust
Illinois
$1.38M -$4.54K -520 -0.3%
UBS Group
10
UBS Group
Switzerland
$1.32M +$11.4K +1,301 +0.9%
Deutsche Bank
11
Deutsche Bank
Germany
$1.21M +$274K +31,326 +32%
PCM
12
PenderFund Capital Management
British Columbia, Canada
$1.08M +$768K +87,880 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$997K -$94K -10,754 -9%
BCM
14
Bridgeway Capital Management
Texas
$651K -$437K -50,000 -42%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$535K -$12.9K -1,475 -3%
Morgan Stanley
16
Morgan Stanley
New York
$431K -$86.2K -9,863 -18%
PPA
17
Parametric Portfolio Associates
Washington
$411K +$250K +28,638 +187%
FPA
18
First Pacific Advisors
California
$371K -$87.4K -10,000 -20%
Invesco
19
Invesco
Georgia
$368K +$32.5K +3,718 +10%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$326K +$30.9K +3,530 +11%
JP Morgan Chase
21
JP Morgan Chase
New York
$258K -$238K -27,260 -50%
Charles Schwab
22
Charles Schwab
California
$232K +$10.3K +1,180 +5%
TA
23
Teachers Advisors
New York
$225K +$7.16K +819 +4%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$216K
AllianceBernstein
25
AllianceBernstein
Tennessee
$206K

PHIIK Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q3 2018, worth a combined $72.4M — down 13% from $82.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PHIIK and 1 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 18 added.

The largest buyer was PenderFund Capital Management, opening a new position worth an estimated $768K. The largest seller was West Face Capital, cutting an estimated $2.25M.

  • 50 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q3 2018, down from 59 in Q2 2018.
  • Funds reported $72.4M of PHI, Inc. Non-Voting Common Stock stock for Q3 2018, down 13% quarter-over-quarter.
  • 1 fund opened new PHI, Inc. Non-Voting Common Stock positions in Q3 2018 and 10 closed out, a net change of -9 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q3 2018 was PenderFund Capital Management, an estimated $768K added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q3 2018 was West Face Capital, an estimated $2.25M sold.

Based on aggregated 13F filings for Q3 2018.