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PLDT
PHI

55 hedge funds and large institutions have $89.5M invested in PLDT in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% less ownership

Funds ownership: 2.27% → 2.01% (-0.26%)

13% less funds holding

Funds holding: 63 → 55 (-8)

22% less capital invested

Capital invested by funds: $115M → $89.5M (-$25.7M)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
55
Holders Change
-8
Holders Change %
-12.7%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$1.17M
2
FTUS
Flow Traders U.S.
New York
+$892K
3
SAM
Silvercrest Asset Management
New York
+$519K
4
EI
Ethic Inc
New York
+$174K
5
Jane Street
Jane Street
New York
+$169K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.5M
2
Millennium Management
Millennium Management
New York
-$2.37M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.17M
4
Morgan Stanley
Morgan Stanley
New York
-$1.85M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$965K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$167K -$533K -24,332 -75%
QCG
27
Quadrant Capital Group
Ohio
$166K -$108K -4,936 -38%
US Bancorp
28
US Bancorp
Minnesota
$146K -$88.5K -4,040 -36%
Legal & General Group
29
Legal & General Group
United Kingdom
$142K -$193K -8,813 -56%
S
30
SignatureFD
Georgia
$136K -$19.9K -907 -12%
PA
31
Parallel Advisors
California
$44.7K -$3.31K -151 -7%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$40.2K -$32K -1,462 -43%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$37K +$5.8K +265 +17%
LC
34
Lindbrook Capital
California
$24.1K -$548 -25 -2%
BCV
35
Banque Cantonale Vaudoise
Switzerland
$24K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$23K -$2.1K -96 -8%
ACM
37
Aquatic Capital Management
Illinois
$17K -$4.38K -200 -20%
BTI
38
Blue Trust Inc
Georgia
$10K +$2.17K +99 +29%
GWS
39
Glassman Wealth Services
Virginia
$7.27K +$964 +44 +14%
JWM
40
Janiczek Wealth Management
Colorado
$7.19K +$3.7K +169 +94%
GWSG
41
GPS Wealth Strategies Group
Colorado
$4.17K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$3.17K +$745 +34 +29%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.96K +$1.25K +57 +66%
Wells Fargo
44
Wells Fargo
California
$2.72K -$36.3K -1,658 -93%
EWA
45
EverSource Wealth Advisors
Alabama
$2.54K +$482 +22 +22%
JWA
46
JFS Wealth Advisors
Pennsylvania
$1.63K -$745 -34 -30%
PWMG
47
Prestige Wealth Management Group
New Jersey
$1.42K – – –
AWM
48
Abound Wealth Management
Tennessee
$1.24K +$88 +4 +7%
HIA
49
Harbor Investment Advisory
Maryland
$1.14K – – –
Barclays
50
Barclays
United Kingdom
$1.12K – – –
1
2
3

PHI Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2023, worth a combined $89.5M — down 22% from $115M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PHI and 4 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $1.17M. The largest seller was BlackRock, cutting an estimated $3.5M.

  • 55 institutional investors held PLDT (PHI) as of Q3 2023, down from 63 in Q2 2023.
  • Funds reported $89.5M of PLDT stock for Q3 2023, down 22% quarter-over-quarter.
  • 4 funds opened new PLDT positions in Q3 2023 and 11 closed out, a net change of -7 holders.
  • The largest PLDT buyer in Q3 2023 was Marshall Wace, an estimated $1.17M added.
  • The largest PLDT seller in Q3 2023 was BlackRock, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2023.