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72 hedge funds and large institutions have $373M invested in PLDT in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 8.41%7.85% (-0.55%)

8% less funds holding

Funds holding: 7872 (-6)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

17% less capital invested

Capital invested by funds: $451M → $373M (-$77.6M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$31K +$31.2K +1,395 New
LC
52
Lindbrook Capital
California
$29K -$1.39K -62 -5%
UBS Group
53
UBS Group
Switzerland
$26K -$49.7K -2,223 -66%
BL
54
Balentine LLC
Georgia
$26K -$2.37K -106 -8%
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$21K +$3.51K +157 +20%
AG
56
Advisor Group
Arizona
$19K -$2.57K -115 -12%
BCA
57
Berman Capital Advisors
Georgia
$13K +$5.46K +244 +63%
EWA
58
Evolution Wealth Advisors
Florida
$9K +$8.79K +393 New
TRCT
59
Tower Research Capital (TRC)
New York
$6K -$24.2K -1,084 -80%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$6K +$67 +3 +1%
EFSCE
61
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$7.29K -326 -60%
PFBT
62
Parkside Financial Bank & Trust
Missouri
$4K -$1.7K -76 -27%
CFA
63
Carroll Financial Associates
North Carolina
$2K -$1.07K -48 -27%
PWMG
64
Prestige Wealth Management Group
New Jersey
$2K
LWM
65
Liberty Wealth Management
California
$2K +$738 +33 +77%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$1.67K -$201 -9 -11%
FHA
67
First Horizon Advisors
Tennessee
$1K -$335 -15 -23%
GRP
68
Global Retirement Partners
California
$1K
GT
69
Glenmede Trust
Pennsylvania
$40
USAA
70
United Services Automobile Association
Texas
-$3.49M -140,670 Closed
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
-$2.71M -108,981 Closed
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
-$1.38M -55,519 Closed
Two Sigma Investments
73
Two Sigma Investments
New York
-$420K -16,919 Closed
UCFA
74
United Capital Financial Advisors
Texas
-$231K -9,307 Closed
Barclays
75
Barclays
United Kingdom
-$43K -1,746 Closed

PHI Hedge Fund Activity: Q3 2019 in Review

72 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2019, worth a combined $373M — down 17% from $451M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHI and 7 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 26 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.75M. The largest seller was Lazard Asset Management, cutting an estimated $24.6M.

  • 72 institutional investors held PLDT (PHI) as of Q3 2019, down from 78 in Q2 2019.
  • Funds reported $373M of PLDT stock for Q3 2019, down 17% quarter-over-quarter.
  • 7 funds opened new PLDT positions in Q3 2019 and 13 closed out, a net change of -6 holders.
  • The largest PLDT buyer in Q3 2019 was Renaissance Technologies, an estimated $2.75M added.
  • The largest PLDT seller in Q3 2019 was Lazard Asset Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.