PLDT
70 hedge funds and large institutions have $315M invested in PLDT in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 14 closing their positions.
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
13% more funds holding
Funds holding: 62 → 70 (+8)
0.11% less ownership
Funds ownership: 6.91% → 6.8% (-0.11%)
18% less capital invested
Capital invested by funds: $384M → $315M (-$69.6M)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$3.3M |
| 2 |
Renaissance Technologies
New York
|
+$3.07M |
| 3 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$1.3M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$808K |
| 5 |
Jane Street
New York
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$11.6M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.57M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$1.37M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$883K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$853K |
PHI Hedge Fund Activity: Q4 2018 in Review
70 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2018, worth a combined $315M — down 18% from $384M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PHI positions and 14 closed out — a net gain of 9 holders — while 16 added to existing stakes and 21 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $3.3M. The largest seller was Lazard Asset Management, cutting an estimated $11.6M.
- 70 institutional investors held PLDT (PHI) as of Q4 2018, up from 62 in Q3 2018.
- Funds reported $315M of PLDT stock for Q4 2018, down 18% quarter-over-quarter.
- 23 funds opened new PLDT positions in Q4 2018 and 14 closed out, a net change of +9 holders.
- The largest PLDT buyer in Q4 2018 was Charles Schwab, an estimated $3.3M added.
- The largest PLDT seller in Q4 2018 was Lazard Asset Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2018.