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PLDT
PHI

68 hedge funds and large institutions have $151M invested in PLDT in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 4.05% → 3.39% (-0.66%)

9% less funds holding

Funds holding: 75 → 68 (-7)

14% less capital invested

Capital invested by funds: $175M → $151M (-$24M)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$2.34M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.04M
3
Millennium Management
Millennium Management
New York
+$1.76M
4
Jane Street
Jane Street
New York
+$1.3M
5
Bank of America
Bank of America
North Carolina
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$13.7M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.4M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$2.4M
4
AL
AJO LP
Pennsylvania
-$2.19M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$492K +$194K +9,765 +69%
MWA
27
Marshall Wace Asia
Hong Kong
$462K -$265K -13,351 -37%
MWNA
28
Marshall Wace North America
New York
$432K +$176K +8,890 +74%
Legal & General Group
29
Legal & General Group
United Kingdom
$428K -$59.6K -3,008 -13%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$395K -$303K -15,300 -44%
Capital Fund Management (CFM)
31
Capital Fund Management (CFM)
France
$340K +$328K +16,525 New
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$306K +$1.84K +93 +0.6%
JP Morgan Chase
33
JP Morgan Chase
New York
$295K -$13.7M -690,330 -98%
MYIA
34
Mount Yale Investment Advisors
Colorado
$279K +$53.6K +2,706 +25%
LI
35
Leap Investments
Illinois
$265K +$256K +12,900 New
Comerica Bank
36
Comerica Bank
Texas
$263K -$4.72K -238 -2%
Citadel Advisors
37
Citadel Advisors
Florida
$251K -$180K -9,079 -43%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$216K -$1.79M -90,534 -90%
M&T Bank
39
M&T Bank
New York
$208K – – –
US Bancorp
40
US Bancorp
Minnesota
$175K +$25.7K +1,294 +18%
TPCW
41
TD Private Client Wealth
New York
$129K +$76.7K +3,871 +160%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$119K +$42K +2,118 +57%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$104K – – –
S
44
SignatureFD
Georgia
$82K -$16.6K -836 -17%
QCMC
45
Quantum Capital Management (California)
California
$49K – – –
Morgan Stanley
46
Morgan Stanley
New York
$42K -$1.5M -75,804 -97%
GT
47
Glenmede Trust
Pennsylvania
$36K – – –
PA
48
Parallel Advisors
California
$34K -$13.4K -675 -29%
UBS Group
49
UBS Group
Switzerland
$30K +$27.6K +1,390 +2,317%
WT
50
Whittier Trust
California
$29K – – –
1
2
3 4

PHI Hedge Fund Activity: Q1 2020 in Review

68 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2020, worth a combined $151M — down 14% from $175M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHI and 8 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.34M. The largest seller was JP Morgan Chase, cutting an estimated $13.7M.

  • 68 institutional investors held PLDT (PHI) as of Q1 2020, down from 75 in Q4 2019.
  • Funds reported $151M of PLDT stock for Q1 2020, down 14% quarter-over-quarter.
  • 8 funds opened new PLDT positions in Q1 2020 and 13 closed out, a net change of -5 holders.
  • The largest PLDT buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $2.34M added.
  • The largest PLDT seller in Q1 2020 was JP Morgan Chase, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2020.