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PLDT
PHI

76 hedge funds and large institutions have $194M invested in PLDT in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $181M → $194M (+$13.7M)

6% more funds holding

Funds holding: 72 → 76 (+4)

0.23% more ownership

Funds ownership: 3.2% → 3.42% (+0.23%)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$9.05M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.48M
3
Goldman Sachs
Goldman Sachs
New York
+$1.43M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$1.38M
5
LSV Asset Management
LSV Asset Management
Illinois
+$943K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$5.37M
2
BDS
Banco de Sabadell
Florida
-$976K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$945K
4
II
Inspire Investing
Idaho
-$819K
5
Renaissance Technologies
Renaissance Technologies
New York
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$558K – – –
HF
27
HRT Financial
New York
$534K +$541K +20,346 New
Legal & General Group
28
Legal & General Group
United Kingdom
$463K – – –
SSA
29
Schonfeld Strategic Advisors
New York
$444K +$69.1K +2,600 +18%
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$426K -$26.4K -995 -6%
Bank of America
31
Bank of America
North Carolina
$423K -$64K -2,408 -13%
SBH
32
Segall Bryant & Hamill
Illinois
$402K – – –
CCIA
33
Campbell & Co Investment Adviser
Maryland
$394K +$399K +15,000 New
GT
34
Greenleaf Trust
Michigan
$388K +$28.7K +1,079 +8%
WFI
35
West Family Investments
California
$365K +$369K +13,898 New
US Bancorp
36
US Bancorp
Minnesota
$319K +$20.8K +782 +7%
Wells Fargo
37
Wells Fargo
California
$308K +$399 +15 +0.1%
Comerica Bank
38
Comerica Bank
Texas
$294K – – –
I
39
INVST
Indiana
$294K +$75.8K +2,851 +33%
WT
40
Whittier Trust
California
$290K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$283K +$14.7K +554 +5%
Citadel Advisors
42
Citadel Advisors
Florida
$272K +$275K +10,338 New
Capital Fund Management (CFM)
43
Capital Fund Management (CFM)
France
$271K -$3.03K -114 -1%
M&T Bank
44
M&T Bank
New York
$266K – – –
American Century Companies
45
American Century Companies
Missouri
$241K +$28.8K +1,085 +13%
CAM
46
Cresset Asset Management
Illinois
$229K -$14.1K -531 -6%
EVM
47
Eaton Vance Management
Massachusetts
$212K -$1.14K -43 -0.5%
SFI
48
Susquehanna Fundamental Investments
Pennsylvania
$200K +$202K +7,617 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$180K +$9.3K +350 +5%
S
50
SignatureFD
Georgia
$141K -$13.5K -508 -9%
1
2
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PHI Hedge Fund Activity: Q2 2021 in Review

76 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2021, worth a combined $194M — up 7.6% from $181M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PHI positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Crossmark Global Holdings, opening a new position worth an estimated $9.05M. The largest seller was First Trust Advisors, cutting an estimated $5.37M.

  • 76 institutional investors held PLDT (PHI) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $194M of PLDT stock for Q2 2021, up 7.6% quarter-over-quarter.
  • 12 funds opened new PLDT positions in Q2 2021 and 8 closed out, a net change of +4 holders.
  • The largest PLDT buyer in Q2 2021 was Crossmark Global Holdings, an estimated $9.05M added.
  • The largest PLDT seller in Q2 2021 was First Trust Advisors, an estimated $5.37M sold.

Based on aggregated 13F filings for Q2 2021.