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PLDT
PHI

76 hedge funds and large institutions have $125M invested in PLDT in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

9% more funds holding

Funds holding: 70 → 76 (+6)

0.05% more ownership

Funds ownership: 2.59% → 2.63% (+0.05%)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

12% less capital invested

Capital invested by funds: $142M → $125M (-$16.8M)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$6.18M
2
Morgan Stanley
Morgan Stanley
New York
+$1.51M
3
Jane Street
Jane Street
New York
+$1.48M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.23M
5
UBS Group
UBS Group
Switzerland
+$900K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.7M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.87M
3
BlackRock
BlackRock
New York
-$1.5M
4
VEA
Virtus ETF Advisers
New York
-$818K
5
LPL Financial
LPL Financial
California
-$549K
Name Holding Trade Value Shares
Change 		Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$389K -$353K -13,338 -44%
Legal & General Group
27
Legal & General Group
United Kingdom
$358K -$11K -416 -3%
VEA
28
Virtus ETF Advisers
New York
$351K -$818K -30,921 -67%
US Bancorp
29
US Bancorp
Minnesota
$351K -$82.8K -3,132 -17%
FTDI
30
First Trust Direct Indexing
Massachusetts
$316K +$64.5K +2,440 +21%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$293K -$92.6K -3,500 -21%
Creative Planning
32
Creative Planning
Kansas
$291K +$337K +12,747 New
PCM
33
Prelude Capital Management
New York
$288K +$93.1K +3,521 +39%
QCM
34
Quantinno Capital Management
New York
$287K +$333K +12,586 New
CCIA
35
Campbell & Co Investment Adviser
Maryland
$246K +$285K +10,775 New
S
36
SignatureFD
Georgia
$237K +$24.9K +943 +10%
VPIM
37
Vanguard Personalized Indexing Management
California
$231K -$237K -8,976 -47%
M&T Bank
38
M&T Bank
New York
$231K – – –
QCG
39
Quadrant Capital Group
Ohio
$229K -$68.8K -2,600 -21%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$227K -$326K -12,332 -55%
WFI
41
West Family Investments
California
$225K -$75.9K -2,870 -23%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$218K +$9.2K +348 +4%
Citadel Advisors
43
Citadel Advisors
Florida
$207K -$284K -10,739 -54%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$105K +$110K +4,141 +885%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$95.9K +$21.1K +798 +23%
ASN
46
Advisory Services Network
Georgia
$72.8K +$84.4K +3,192 New
PA
47
Parallel Advisors
California
$65.6K -$38.7K -1,465 -34%
BTI
48
Blue Trust Inc
Georgia
$52K +$10K +380 +22%
BAM
49
Belpointe Asset Management
Nevada
$45.6K +$52.9K +2,000 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$37K -$8.04K -304 -16%
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PHI Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2022, worth a combined $125M — down 12% from $142M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PHI positions and 8 closed out — a net gain of 8 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $6.18M. The largest seller was Renaissance Technologies, cutting an estimated $3.7M.

  • 76 institutional investors held PLDT (PHI) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $125M of PLDT stock for Q4 2022, down 12% quarter-over-quarter.
  • 16 funds opened new PLDT positions in Q4 2022 and 8 closed out, a net change of +8 holders.
  • The largest PLDT buyer in Q4 2022 was Robeco Institutional Asset Management, an estimated $6.18M added.
  • The largest PLDT seller in Q4 2022 was Renaissance Technologies, an estimated $3.7M sold.

Based on aggregated 13F filings for Q4 2022.