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PLDT
PHI

Overview Fund Activity

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
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.09%
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

1
Invesco
1
Invesco
Georgia
$38.7M
2
BlackRock
2
BlackRock
New York
$18.9M
3
Jane Street
3
Jane Street
New York
$751K
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$934K
5
SAG
5
SageView Advisory Group
California
$661K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$63.7M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$471K
4
FTDI
4
First Trust Direct Indexing
Massachusetts
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$366K +$29.5K +1,195 +9%
BP
27
Ballentine Partners
Massachusetts
$360K +$67.9K +2,753 +23%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$357K +$16.1K +654 +5%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$348K +$348K +13,917 New
US Bancorp
30
US Bancorp
Minnesota
$339K -$15.7K -635 -4%
S
31
SignatureFD
Georgia
$338K +$3.11K +126 +0.9%
VPIM
32
Vanguard Personalized Indexing Management
California
$331K +$80.7K +3,272 +32%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$317K – – –
BCM
34
Barometer Capital Management
Ontario, Canada
$312K +$193K +8,124 +162%
RWM
35
Ritholtz Wealth Management
New York
$300K +$300K +12,173 New
KCM
36
Kathmere Capital Management
Pennsylvania
$258K +$258K +10,479 New
Northern Trust
37
Northern Trust
Illinois
$254K -$21.4K -866 -8%
M&T Bank
38
M&T Bank
New York
$249K -$123 -5 -0%
Cerity Partners
39
Cerity Partners
New York
$248K +$25.6K +1,039 +12%
Goldman Sachs
40
Goldman Sachs
New York
$243K +$243K +9,840 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$229K -$19.2K -777 -8%
WFI
42
West Family Investments
California
$224K -$7.52K -305 -3%
SFA
43
Sequoia Financial Advisors
Ohio
$215K +$1.78K +72 +0.8%
UBS Group
44
UBS Group
Switzerland
$187K +$1.01K +41 +0.5%
Legal & General Group
45
Legal & General Group
United Kingdom
$169K – – –
CFGS
46
Concourse Financial Group Securities
Alabama
$134K +$134K +5,274 New
PA
47
Parallel Advisors
California
$121K +$23.7K +960 +24%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$71K +$5.93K +240 +9%
LC
49
Lindbrook Capital
California
$57.8K +$12K +485 +26%
EWA
50
EverSource Wealth Advisors
Alabama
$33.2K +$19.5K +819 +142%
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