PLDT
76 hedge funds and large institutions have $940M invested in PLDT in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 16 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
2% more capital invested
Capital invested by funds: $923M → $940M (+$17.2M)
0.06% more ownership
Funds ownership: 9.99% → 10.05% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 83 → 76 (-7)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$5.16M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$5.1M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$3.29M |
| 4 |
Renaissance Technologies
New York
|
+$2.6M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$11.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.91M |
| 3 |
SCCM
Schafer Cullen Capital Management
New York
|
-$1.25M |
| 4 |
Two Sigma Investments
New York
|
-$1.21M |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$1.01M |
PHI Hedge Fund Activity: Q1 2016 in Review
76 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2016, worth a combined $940M — up 1.9% from $923M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PHI and 9 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 28 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $5.16M. The largest seller was Lazard Asset Management, cutting an estimated $11.1M.
- 76 institutional investors held PLDT (PHI) as of Q1 2016, down from 83 in Q4 2015.
- Funds reported $940M of PLDT stock for Q1 2016, up 1.9% quarter-over-quarter.
- 9 funds opened new PLDT positions in Q1 2016 and 16 closed out, a net change of -7 holders.
- The largest PLDT buyer in Q1 2016 was Schroder Investment Management Group, an estimated $5.16M added.
- The largest PLDT seller in Q1 2016 was Lazard Asset Management, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2016.