We are live on ! Find out more
PHI icon

PLDT
PHI

75 hedge funds and large institutions have $161M invested in PLDT in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding

Funds holding: 75 → 75 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.05% less ownership

Funds ownership: 3.08% → 3.03% (-0.05%)

2% less capital invested

Capital invested by funds: $165M → $161M (-$4.11M)

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.6M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$652K
3
MCM
MAI Capital Management
Ohio
+$414K
4
HF
HRT Financial
New York
+$292K
5
Goldman Sachs
Goldman Sachs
New York
+$283K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.26M
2
SAG
SageView Advisory Group
California
-$661K
3
Jane Street
Jane Street
New York
-$435K
4
Renaissance Technologies
Renaissance Technologies
New York
-$408K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$372K +$33.1K +1,369 +10%
Corient Private Wealth
27
Corient Private Wealth
Florida
$367K +$2.2K +91 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$362K -$261K -10,800 -42%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$359K +$2.97K +123 +0.8%
S
30
SignatureFD
Georgia
$344K +$7.44K +308 +2%
Marshall Wace
31
Marshall Wace
United Kingdom
$337K -$130K -5,380 -28%
Jane Street
32
Jane Street
New York
$306K -$435K -18,030 -59%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$304K -$11.2K -465 -4%
RWM
34
Ritholtz Wealth Management
New York
$299K – – –
HF
35
HRT Financial
New York
$297K +$292K +12,102 New
BP
36
Ballentine Partners
Massachusetts
$295K -$62K -2,570 -18%
Northern Trust
37
Northern Trust
Illinois
$259K +$5.31K +220 +2%
SFA
38
Sequoia Financial Advisors
Ohio
$256K +$41.5K +1,719 +20%
M&T Bank
39
M&T Bank
New York
$248K – – –
QCM
40
Quantinno Capital Management
New York
$242K +$237K +9,836 New
FTDI
41
First Trust Direct Indexing
Massachusetts
$226K +$222K +9,187 New
WFI
42
West Family Investments
California
$223K -$266 -11 -0.1%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$210K +$207K +8,566 New
UBS Group
44
UBS Group
Switzerland
$187K +$1.21K +50 +0.7%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$162K -$65.3K -2,703 -29%
BCM
46
Barometer Capital Management
Ontario, Canada
$128K -$191K -7,900 -60%
PA
47
Parallel Advisors
California
$117K -$3.04K -126 -3%
BTI
48
Blue Trust Inc
Georgia
$116K +$90.6K +3,753 +393%
Legal & General Group
49
Legal & General Group
United Kingdom
$104K -$64.2K -2,657 -39%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$77K +$6.45K +267 +9%
1
2
3 4

PHI Hedge Fund Activity: Q2 2024 in Review

75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2024, worth a combined $161M — down 2.5% from $165M a quarter earlier.

Fund positioning in PHI was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 29 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.6M. The largest seller was Invesco, cutting an estimated $5.26M.

  • 75 institutional investors held PLDT (PHI) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $161M of PLDT stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 8 funds opened new PLDT positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest PLDT buyer in Q2 2024 was Morgan Stanley, an estimated $1.6M added.
  • The largest PLDT seller in Q2 2024 was Invesco, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2024.