We are live on ! Find out more
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 $12.9M invested in PHI, Inc. Non-Voting Common Stock in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

12% more funds holding

Funds holding: 5056 (+6)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

82% less capital invested

Capital invested by funds: $72.4M → $12.9M (-$59.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
16
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VDBMI
1
Van Den Berg Management I
Texas
$2.42M +$559K +96,609 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.96M -$111K -19,216 -2%
BlackRock
3
BlackRock
New York
$1.53M -$15.1K -2,612 -0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.08M +$443K +76,565 +15%
PGCM
5
Prescott Group Capital Management
Oklahoma
$583K +$1.82M +315,000 New
Deutsche Bank
6
Deutsche Bank
Germany
$574K +$1.05M +181,189 +140%
PCM
7
PenderFund Capital Management
British Columbia, Canada
$561K +$571K +98,670 +112%
Franklin Resources
8
Franklin Resources
California
$466K
State Street
9
State Street
Massachusetts
$405K -$176K -30,409 -12%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$321K +$868K +150,043 +648%
Vanguard Group
11
Vanguard Group
Pennsylvania
$307K -$1.85M -320,400 -66%
UBS Group
12
UBS Group
Switzerland
$282K +$60.7K +10,481 +7%
Northern Trust
13
Northern Trust
Illinois
$270K -$12.3K -2,122 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$246K +$152K +26,190 +25%
BCM
15
Bridgeway Capital Management
Texas
$222K +$289K +50,000 +72%
Two Sigma Investments
16
Two Sigma Investments
New York
$220K +$689K +119,077 New
MERSOM
17
Municipal Employees' Retirement System of Michigan
Michigan
$190K +$596K +102,940 New
PPA
18
Parametric Portfolio Associates
Washington
$127K +$143K +24,619 +56%
AAI
19
Aequim Alternative Investments
California
$91K +$284K +49,000 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$87K -$60.4K -10,434 -18%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$82K +$56K +9,683 +28%
Invesco
22
Invesco
Georgia
$68K -$15.9K -2,753 -7%
Morgan Stanley
23
Morgan Stanley
New York
$58K -$84K -14,505 -31%
SIM
24
Spark Investment Management
New York
$52K +$164K +28,300 New
Charles Schwab
25
Charles Schwab
California
$46K

PHIIK Hedge Fund Activity: Q4 2018 in Review

56 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PHI, Inc. Non-Voting Common Stock (PHIIK) for Q4 2018, worth a combined $12.9M — down 82% from $72.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PHIIK positions and 6 closed out — a net gain of 7 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Prescott Group Capital Management, opening a new position worth an estimated $1.82M. The largest seller was Vanguard Group, cutting an estimated $1.85M.

  • 56 institutional investors held PHI, Inc. Non-Voting Common Stock (PHIIK) as of Q4 2018, up from 50 in Q3 2018.
  • Funds reported $12.9M of PHI, Inc. Non-Voting Common Stock stock for Q4 2018, down 82% quarter-over-quarter.
  • 13 funds opened new PHI, Inc. Non-Voting Common Stock positions in Q4 2018 and 6 closed out, a net change of +7 holders.
  • The largest PHI, Inc. Non-Voting Common Stock buyer in Q4 2018 was Prescott Group Capital Management, an estimated $1.82M added.
  • The largest PHI, Inc. Non-Voting Common Stock seller in Q4 2018 was Vanguard Group, an estimated $1.85M sold.

Based on aggregated 13F filings for Q4 2018.