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PLDT
PHI

70 hedge funds and large institutions have $209M invested in PLDT in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $194M → $209M (+$14.5M)

0.46% less ownership

Funds ownership: 3.42% → 2.97% (-0.46%)

8% less funds holding

Funds holding: 76 → 70 (-6)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SG
StoneX Group
New York
+$1.17M
2
PPA
Parametric Portfolio Associates
Washington
+$882K
3
LSV Asset Management
LSV Asset Management
Illinois
+$551K
4
GC
Guggenheim Capital
Illinois
+$514K
5
BlackRock
BlackRock
New York
+$509K

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$8.91M
2
Northern Trust
Northern Trust
Illinois
-$4.41M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.88M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$408K -$4.41M -162,744 -93%
US Bancorp
27
US Bancorp
Minnesota
$406K +$9.71K +358 +3%
I
28
INVST
Indiana
$405K +$24K +885 +8%
CGH
29
Crossmark Global Holdings
Texas
$394K -$8.91M -328,492 -96%
Morgan Stanley
30
Morgan Stanley
New York
$370K -$277K -10,204 -47%
WFI
31
West Family Investments
California
$370K -$69.2K -2,553 -18%
Goldman Sachs
32
Goldman Sachs
New York
$368K -$2.88M -106,053 -90%
Wells Fargo
33
Wells Fargo
California
$362K -$16.6K -612 -5%
Capital Fund Management (CFM)
34
Capital Fund Management (CFM)
France
$357K +$18K +664 +6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$329K -$18.8K -693 -6%
M&T Bank
36
M&T Bank
New York
$329K – – –
American Century Companies
37
American Century Companies
Missouri
$309K +$8.4K +310 +3%
MWNA
38
Marshall Wace North America
New York
$289K -$827K -30,507 -77%
CCP
39
Corient Capital Partners
California
$260K +$217K +7,998 New
Allianz Asset Management
40
Allianz Asset Management
Germany
$242K -$375K -13,822 -65%
CCIA
41
Campbell & Co Investment Adviser
Maryland
$238K -$209K -7,700 -51%
AQR Capital Management
42
AQR Capital Management
Connecticut
$231K +$192K +7,092 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$228K +$4.09K +151 +2%
Citadel Advisors
44
Citadel Advisors
Florida
$219K -$97.7K -3,602 -35%
S
45
SignatureFD
Georgia
$203K +$23.1K +851 +16%
QCG
46
Quadrant Capital Group
Ohio
$188K +$61K +2,250 +64%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$164K -$786 -29 -0.6%
PA
48
Parallel Advisors
California
$113K +$36.4K +1,344 +63%
UBS Group
49
UBS Group
Switzerland
$79K +$7.05K +260 +12%
Osaic Holdings
50
Osaic Holdings
Arizona
$72K -$5.69K -210 -9%
1
2
3 4

PHI Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2021, worth a combined $209M — up 7.4% from $194M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHI and 7 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 21 added.

The largest buyer was StoneX Group, opening a new position worth an estimated $1.17M. The largest seller was Crossmark Global Holdings, cutting an estimated $8.91M.

  • 70 institutional investors held PLDT (PHI) as of Q3 2021, down from 76 in Q2 2021.
  • Funds reported $209M of PLDT stock for Q3 2021, up 7.4% quarter-over-quarter.
  • 7 funds opened new PLDT positions in Q3 2021 and 13 closed out, a net change of -6 holders.
  • The largest PLDT buyer in Q3 2021 was StoneX Group, an estimated $1.17M added.
  • The largest PLDT seller in Q3 2021 was Crossmark Global Holdings, an estimated $8.91M sold.

Based on aggregated 13F filings for Q3 2021.