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PLDT
PHI

70 hedge funds and large institutions have $142M invested in PLDT in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0.23% less ownership

Funds ownership: 2.82% → 2.59% (-0.23%)

18% less funds holding

Funds holding: 85 → 70 (-15)

24% less capital invested

Capital invested by funds: $186M → $142M (-$44.1M)

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
70
Holders Change
-15
Holders Change %
-17.65%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
25
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.61M
2
BlackRock
BlackRock
New York
+$1.61M
3
NIA
NIA Impact Advisors
California
+$1.37M
4
OP
Oldfield Partners
United Kingdom
+$974K
5
First Trust Advisors
First Trust Advisors
Illinois
+$563K

Top Sellers

Rank Fund Capital Flow
1
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$6.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.45M
4
Millennium Management
Millennium Management
New York
-$917K
5
Goldman Sachs
Goldman Sachs
New York
-$839K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$469K +$112K +3,812 +26%
Bank of America
27
Bank of America
North Carolina
$447K -$75.7K -2,572 -13%
GT
28
Greenleaf Trust
Michigan
$447K -$5.88K -200 -1%
UBS Group
29
UBS Group
Switzerland
$438K +$426K +14,492 +517%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$413K +$383K +13,000 +390%
Legal & General Group
31
Legal & General Group
United Kingdom
$407K – – –
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$386K +$449K +15,269 New
WFI
33
West Family Investments
California
$322K -$8.53K -290 -2%
BL
34
Balentine LLC
Georgia
$322K +$95.7K +3,251 +34%
QCG
35
Quadrant Capital Group
Ohio
$320K +$176K +5,971 +90%
FTDI
36
First Trust Direct Indexing
Massachusetts
$289K -$59.4K -2,020 -15%
M&T Bank
37
M&T Bank
New York
$256K – – –
Citigroup
38
Citigroup
New York
$242K +$114K +3,864 +68%
S
39
SignatureFD
Georgia
$239K +$37.9K +1,288 +16%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$232K +$60.3K +2,051 +29%
PCM
41
Prelude Capital Management
New York
$231K +$268K +9,114 New
CCP
42
Corient Capital Partners
California
$217K – – –
PA
43
Parallel Advisors
California
$110K +$13.7K +464 +12%
ACM
44
Aquatic Capital Management
Illinois
$96K +$100K +3,400 +850%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$86K +$18.3K +621 +22%
WFA
46
Wipfli Financial Advisors
Wisconsin
$72K +$84.3K +2,865 New
EWA
47
EverSource Wealth Advisors
Alabama
$54K -$2.94K -100 -5%
BTI
48
Blue Trust Inc
Georgia
$52K +$43.4K +1,476 +659%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$48K -$4.45M -151,233 -99%
GWSG
50
GPS Wealth Strategies Group
Colorado
$48K – – –
1
2
3 4

PHI Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2022, worth a combined $142M — down 24% from $186M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PHI and 7 opened new positions — a net loss of 14 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was Van Lanschot Kempen Investment Management, exiting entirely with an estimated $6.8M sold.

  • 70 institutional investors held PLDT (PHI) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $142M of PLDT stock for Q3 2022, down 24% quarter-over-quarter.
  • 7 funds opened new PLDT positions in Q3 2022 and 21 closed out, a net change of -14 holders.
  • The largest PLDT buyer in Q3 2022 was Morgan Stanley, an estimated $1.61M added.
  • The largest PLDT seller in Q3 2022 was Van Lanschot Kempen Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2022.