We are live on ! Find out more
PHI icon

PLDT
PHI

75 hedge funds and large institutions have $165M invested in PLDT in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

29% more capital invested

Capital invested by funds: $128M → $165M (+$37.4M)

9% more funds holding

Funds holding: 69 → 75 (+6)

0.56% more ownership

Funds ownership: 2.52% → 3.08% (+0.56%)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
32
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$36.7M
2
BlackRock
BlackRock
New York
+$739K
3
Jane Street
Jane Street
New York
+$712K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$683K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$325K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.1M
3
Marshall Wace
Marshall Wace
United Kingdom
-$866K
4
FTDI
First Trust Direct Indexing
Massachusetts
-$651K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$366K +$27.9K +1,195 +9%
BP
27
Ballentine Partners
Massachusetts
$360K +$64.3K +2,753 +23%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$357K +$15.3K +654 +5%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$348K +$325K +13,917 New
US Bancorp
30
US Bancorp
Minnesota
$339K -$14.8K -635 -4%
S
31
SignatureFD
Georgia
$338K +$2.94K +126 +0.9%
VPIM
32
Vanguard Personalized Indexing Management
California
$331K +$76.5K +3,272 +32%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$317K – – –
BCM
34
Barometer Capital Management
Ontario, Canada
$312K +$190K +8,124 +162%
RWM
35
Ritholtz Wealth Management
New York
$300K +$284K +12,173 New
KCM
36
Kathmere Capital Management
Pennsylvania
$258K +$245K +10,479 New
Northern Trust
37
Northern Trust
Illinois
$254K -$20.2K -866 -8%
M&T Bank
38
M&T Bank
New York
$249K -$117 -5 -0%
Cerity Partners
39
Cerity Partners
New York
$248K +$24.3K +1,039 +12%
Goldman Sachs
40
Goldman Sachs
New York
$243K +$230K +9,840 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$229K -$18.2K -777 -8%
WFI
42
West Family Investments
California
$224K -$7.13K -305 -3%
SFA
43
Sequoia Financial Advisors
Ohio
$215K +$1.68K +72 +0.8%
UBS Group
44
UBS Group
Switzerland
$187K +$958 +41 +0.5%
Legal & General Group
45
Legal & General Group
United Kingdom
$169K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$134K +$123K +5,274 New
PA
47
Parallel Advisors
California
$121K +$22.4K +960 +24%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$71K +$5.61K +240 +9%
LC
49
Lindbrook Capital
California
$57.8K +$11.3K +485 +26%
EWA
50
EverSource Wealth Advisors
Alabama
$33.2K +$19.1K +819 +142%
1
2
3 4

PHI Hedge Fund Activity: Q1 2024 in Review

75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2024, worth a combined $165M — up 29% from $128M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PHI positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $36.7M. The largest seller was Morgan Stanley, cutting an estimated $12.1M.

  • 75 institutional investors held PLDT (PHI) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $165M of PLDT stock for Q1 2024, up 29% quarter-over-quarter.
  • 15 funds opened new PLDT positions in Q1 2024 and 9 closed out, a net change of +6 holders.
  • The largest PLDT buyer in Q1 2024 was Invesco, an estimated $36.7M added.
  • The largest PLDT seller in Q1 2024 was Morgan Stanley, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2024.