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PLDT
PHI

69 hedge funds and large institutions have $128M invested in PLDT in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

43% more capital invested

Capital invested by funds: $89.5M → $128M (+$38.1M)

25% more funds holding

Funds holding: 55 → 69 (+14)

0.51% more ownership

Funds ownership: 2.01% → 2.52% (+0.51%)

Holders
69
Holders Change
+14
Holders Change %
+25.45%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.9M
2
BlackRock
BlackRock
New York
+$5.53M
3
Creative Planning
Creative Planning
Kansas
+$494K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$352K
5
American Century Companies
American Century Companies
Missouri
+$322K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$841K
2
SAM
Silvercrest Asset Management
New York
-$490K
3
Jane Street
Jane Street
New York
-$356K
4
GF
Gabelli Funds
New York
-$78.3K
5
GC
Guggenheim Capital
Illinois
-$21.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$301K +$10.4K +465 +4%
BP
27
Ballentine Partners
Massachusetts
$277K +$265K +11,829 New
Northern Trust
28
Northern Trust
Illinois
$262K +$22.2K +994 +10%
VPIM
29
Vanguard Personalized Indexing Management
California
$238K +$228K +10,166 New
M&T Bank
30
M&T Bank
New York
$237K – – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$236K +$182K +8,127 +417%
WFI
32
West Family Investments
California
$220K +$210K +9,388 New
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$215K +$206K +9,186 New
Cerity Partners
34
Cerity Partners
New York
$211K +$202K +9,007 New
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$203K +$194K +8,652 New
SFA
36
Sequoia Financial Advisors
Ohio
$203K +$194K +8,648 New
UBS Group
37
UBS Group
Switzerland
$177K -$11.7K -523 -6%
Legal & General Group
38
Legal & General Group
United Kingdom
$161K – – –
BCM
39
Barometer Capital Management
Ontario, Canada
$117K +$112K +5,000 New
PA
40
Parallel Advisors
California
$92K +$39.5K +1,764 +82%
ACM
41
Aquatic Capital Management
Illinois
$80K +$58.2K +2,600 +325%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$62K +$18.9K +843 +47%
LC
43
Lindbrook Capital
California
$43.6K +$15.5K +691 +59%
EC
44
EntryPoint Capital
New York
$35.5K +$33.9K +1,514 New
BTI
45
Blue Trust Inc
Georgia
$35K +$28.5K +1,274 +292%
BCV
46
Banque Cantonale Vaudoise
Switzerland
$27K – – –
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$25.8K +$24.6K +1,099 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$25K -$627 -28 -3%
JWM
49
Janiczek Wealth Management
Colorado
$23.6K +$14.8K +660 +190%
GWS
50
Glassman Wealth Services
Virginia
$18K +$9.33K +417 +118%
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PHI Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2023, worth a combined $128M — up 43% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PHI positions and 4 closed out — a net gain of 14 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $841K sold.

  • 69 institutional investors held PLDT (PHI) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $128M of PLDT stock for Q4 2023, up 43% quarter-over-quarter.
  • 18 funds opened new PLDT positions in Q4 2023 and 4 closed out, a net change of +14 holders.
  • The largest PLDT buyer in Q4 2023 was Morgan Stanley, an estimated $15.9M added.
  • The largest PLDT seller in Q4 2023 was Flow Traders U.S., an estimated $841K sold.

Based on aggregated 13F filings for Q4 2023.