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PLDT
PHI

121 hedge funds and large institutions have $1.8B invested in PLDT in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 119 → 121 (+2)

1% more capital invested

Capital invested by funds: $1.79B → $1.8B (+$9.99M)

0.07% more ownership

Funds ownership: 12.24% → 12.31% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
37
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIP
Mondrian Investment Partners
United Kingdom
+$19.5M
2
Lazard Asset Management
Lazard Asset Management
New York
+$8.19M
3
EIP
Epoch Investment Partners
New York
+$4.87M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.51M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$13.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.78M
3
State Street
State Street
Massachusetts
-$5.89M
4
ICP
Indus Capital Partners
New York
-$5.72M
5
GCC
Guardian Capital (Canada)
Ontario, Canada
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$5.78M -$621K -9,200 -10%
Wells Fargo
27
Wells Fargo
California
$5.7M +$62.2K +921 +1%
Legal & General Group
28
Legal & General Group
United Kingdom
$5.54M – – –
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$4.92M +$525K +7,781 +12%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.68M +$566K +8,387 +14%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$4.53M +$4.51M +66,800 New
RJA
32
Raymond James & Associates
Florida
$4.22M +$332K +4,912 +9%
FCAM
33
F&C Asset Management
United Kingdom
$4.15M +$257K +3,800 +7%
TAM
34
Tealwood Asset Management
Minnesota
$4.12M +$4.1M +60,730 New
GC
35
Guggenheim Capital
Illinois
$4M -$506K -7,503 -11%
HL
36
Harding Loevner
New Jersey
$3.94M +$1.95M +28,840 +99%
AAM
37
Augustine Asset Management
Florida
$3.77M -$41.5K -615 -1%
Goldman Sachs
38
Goldman Sachs
New York
$3.44M +$284K +4,207 +9%
AG
39
Aperio Group
California
$2.89M +$494K +7,316 +21%
ACI
40
AMP Capital Investors
Australia
$2.84M -$41.2K -610 -1%
PI
41
Placemark Investments
Illinois
$2.8M -$2.92M -43,314 -51%
CS
42
Credit Suisse
Switzerland
$2.5M -$590K -8,747 -19%
Bank of America
43
Bank of America
North Carolina
$2.46M -$435K -6,445 -15%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$2.2M +$2.19M +32,450 New
Invesco
45
Invesco
Georgia
$2.13M -$21.7K -321 -1%
Deutsche Bank
46
Deutsche Bank
Germany
$2.06M -$377K -5,587 -16%
DAM
47
Deltec Asset Management
New York
$2.04M – – –
First Eagle Investment Management
48
First Eagle Investment Management
New York
$2.04M -$675K -10,000 -25%
GCC
49
Guardian Capital (Canada)
Ontario, Canada
$1.98M -$4.14M -61,394 -68%
Morgan Stanley
50
Morgan Stanley
New York
$1.87M +$401K +5,942 +27%
1
2
3 4 5

PHI Hedge Fund Activity: Q3 2013 in Review

121 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2013, worth a combined $1.8B — up 0.56% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PHI positions and 9 closed out — a net gain of 3 holders — while 37 added to existing stakes and 40 trimmed.

The largest buyer was Mondrian Investment Partners, adding an estimated $19.5M. The largest seller was Neuberger Berman Group, cutting an estimated $13.7M.

  • 121 institutional investors held PLDT (PHI) as of Q3 2013, up from 119 in Q2 2013.
  • Funds reported $1.8B of PLDT stock for Q3 2013, up 0.56% quarter-over-quarter.
  • 12 funds opened new PLDT positions in Q3 2013 and 9 closed out, a net change of +3 holders.
  • The largest PLDT buyer in Q3 2013 was Mondrian Investment Partners, an estimated $19.5M added.
  • The largest PLDT seller in Q3 2013 was Neuberger Berman Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2013.