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PLDT
PHI

65 hedge funds and large institutions have $752M invested in PLDT in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 64 → 65 (+1)

3% more capital invested

Capital invested by funds: $726M → $752M (+$25.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.6% less ownership

Funds ownership: 10.45% → 9.85% (-0.6%)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
22
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$2.34M
2
Lazard Asset Management
Lazard Asset Management
New York
+$1.07M
3
Northern Trust
Northern Trust
Illinois
+$721K
4
AG
Aperio Group
California
+$555K
5
M&T Bank
M&T Bank
New York
+$368K

Top Sellers

Rank Fund Capital Flow
1
MIP
Mondrian Investment Partners
United Kingdom
-$38.2M
2
Barclays
Barclays
United Kingdom
-$3.1M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$2.62M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
5
BlackRock
BlackRock
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
51
Quadrant Capital Group
Ohio
$16K +$11.1K +315 +169%
GT
52
Glenmede Trust
Pennsylvania
$10K – – –
AIM
53
Acrospire Investment Management
Illinois
$8K +$7.63K +216 New
PA
54
Parallel Advisors
California
$7K +$7.84K +222 New
PFBT
55
Parkside Financial Bank & Trust
Missouri
$6K – – –
IA
56
IFP Advisors
Florida
$5K – – –
CFA
57
Carroll Financial Associates
North Carolina
$4K -$1.13K -32 -20%
YWP
58
YorkBridge Wealth Partners
New York
$4K +$530 +15 +16%
Creative Planning
59
Creative Planning
Kansas
$3K – – –
AssetMark Inc
60
AssetMark Inc
California
$3K +$918 +26 +37%
FHA
61
First Horizon Advisors
Tennessee
$2K – – –
LIA
62
LS Investment Advisors
Michigan
$1K – – –
CS
63
Credential Securities
$875 – – –
IWM
64
IHT Wealth Management
Illinois
$14 – – –
Barclays
65
Barclays
United Kingdom
– -$3.1M -96,400 Closed
BlackRock
66
BlackRock
New York
– -$1.24M -38,433 Closed
Jane Street
67
Jane Street
New York
– -$288K -8,946 Closed
SCM
68
Stevens Capital Management
Pennsylvania
– -$260K -8,080 Closed
FMA
69
FNY Managed Accounts
New York
– -$1K -36 Closed
1 2
3

PHI Hedge Fund Activity: Q2 2017 in Review

65 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2017, worth a combined $752M — up 3.5% from $726M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PHI positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $2.34M. The largest seller was Mondrian Investment Partners, cutting an estimated $38.2M.

  • 65 institutional investors held PLDT (PHI) as of Q2 2017, up from 64 in Q1 2017.
  • Funds reported $752M of PLDT stock for Q2 2017, up 3.5% quarter-over-quarter.
  • 6 funds opened new PLDT positions in Q2 2017 and 5 closed out, a net change of +1 holder.
  • The largest PLDT buyer in Q2 2017 was Canada Pension Plan Investment Board, an estimated $2.34M added.
  • The largest PLDT seller in Q2 2017 was Mondrian Investment Partners, an estimated $38.2M sold.

Based on aggregated 13F filings for Q2 2017.