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PLDT
PHI

69 hedge funds and large institutions have $183M invested in PLDT in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 3.24% → 3.04% (-0.2%)

3% less capital invested

Capital invested by funds: $188M → $183M (-$5.26M)

7% less funds holding

Funds holding: 74 → 69 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.35M
2
AG
Aperio Group
California
+$1.26M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$1.11M
4
First Trust Advisors
First Trust Advisors
Illinois
+$743K
5
Invesco
Invesco
Georgia
+$682K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.39M
2
Bank of America
Bank of America
North Carolina
-$3.25M
3
Marshall Wace
Marshall Wace
United Kingdom
-$1.54M
4
Morgan Stanley
Morgan Stanley
New York
-$1.48M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
26
Greenleaf Trust
Michigan
$339K -$101K -3,624 -23%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$337K +$336K +12,085 New
US Bancorp
28
US Bancorp
Minnesota
$315K +$22.4K +805 +8%
WT
29
Whittier Trust
California
$308K – – –
SFI
30
Susquehanna Fundamental Investments
Pennsylvania
$305K -$20.2K -727 -6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$293K +$5.42K +195 +2%
M&T Bank
32
M&T Bank
New York
$282K – – –
SSA
33
Schonfeld Strategic Advisors
New York
$251K -$140K -5,032 -36%
Deutsche Bank
34
Deutsche Bank
Germany
$236K -$114K -4,102 -33%
VPIM
35
Vanguard Personalized Indexing Management
California
$228K +$6.12K +220 +3%
Allianz Asset Management
36
Allianz Asset Management
Germany
$208K -$7.37K -265 -3%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$175K +$174K +6,263 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$174K -$3.64K -131 -2%
S
39
SignatureFD
Georgia
$174K +$45.9K +1,650 +36%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$141K – – –
QCG
41
Quadrant Capital Group
Ohio
$85K -$7.87K -283 -9%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$81K -$454K -16,320 -85%
PWPS
43
Pinnacle Wealth Planning Services
Ohio
$75K +$74.4K +2,674 New
Wells Fargo
44
Wells Fargo
California
$74K -$1.39K -50 -2%
FTDI
45
First Trust Direct Indexing
Massachusetts
$65K +$64.8K +2,329 New
FCH
46
Freestone Capital Holdings
Washington
$63.3K -$21.8K -782 -26%
PA
47
Parallel Advisors
California
$57K +$3.06K +110 +6%
TPCW
48
TD Private Client Wealth
New York
$35.3K -$2.31K -83 -6%
LC
49
Lindbrook Capital
California
$30K -$3.09K -111 -9%
JWM
50
Janiczek Wealth Management
Colorado
$23K +$19.9K +715 +681%
1
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PHI Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2020, worth a combined $183M — down 2.8% from $188M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PHI and 11 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was Osaic Holdings, adding an estimated $1.35M. The largest seller was Jane Street, exiting entirely with an estimated $3.39M sold.

  • 69 institutional investors held PLDT (PHI) as of Q4 2020, down from 74 in Q3 2020.
  • Funds reported $183M of PLDT stock for Q4 2020, down 2.8% quarter-over-quarter.
  • 11 funds opened new PLDT positions in Q4 2020 and 15 closed out, a net change of -4 holders.
  • The largest PLDT buyer in Q4 2020 was Osaic Holdings, an estimated $1.35M added.
  • The largest PLDT seller in Q4 2020 was Jane Street, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2020.