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PLDT
PHI

68 hedge funds and large institutions have $151M invested in PLDT in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 4.05% → 3.39% (-0.66%)

9% less funds holding

Funds holding: 75 → 68 (-7)

14% less capital invested

Capital invested by funds: $175M → $151M (-$24M)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$2.34M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.04M
3
Millennium Management
Millennium Management
New York
+$1.76M
4
Jane Street
Jane Street
New York
+$1.3M
5
Bank of America
Bank of America
North Carolina
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$13.7M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.4M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$2.4M
4
AL
AJO LP
Pennsylvania
-$2.19M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$28K -$19.3K -974 -41%
Osaic Holdings
52
Osaic Holdings
Arizona
$25K +$22.4K +1,128 New
FC
53
FORA Capital
Florida
$16K +$15.3K +771 New
LC
54
Lindbrook Capital
California
$15K -$1.74K -88 -11%
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$15K +$3.85K +194 +35%
Citigroup
56
Citigroup
New York
$13K -$3.07K -155 -19%
Deutsche Bank
57
Deutsche Bank
Germany
$10K -$891K -44,955 -99%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$10K -$596K -30,072 -98%
BCA
59
Berman Capital Advisors
Georgia
$7K -$3.69K -186 -33%
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$3.07K +155 +80%
LWM
61
Liberty Wealth Management
California
$5K +$2.32K +117 +94%
GRP
62
Global Retirement Partners
California
$3K +$2.48K +125 +446%
CAN
63
Claraphi Advisory Network
United States
$2K +$1.82K +92 New
PWMG
64
Prestige Wealth Management Group
New Jersey
$1K – – –
PCG
65
Private Capital Group
Connecticut
$1K +$1.01K +51 New
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
– -$2.4M -120,093 Closed
OAM
67
Oxford Asset Management
United Kingdom
– -$1.89M -94,460 Closed
AL
68
Arnhold LLC
New York
– -$1.4M -70,000 Closed
Geode Capital Management
69
Geode Capital Management
Massachusetts
– -$1.3M -65,145 Closed
CCIA
70
Campbell & Co Investment Adviser
Maryland
– -$751K -37,555 Closed
Two Sigma Investments
71
Two Sigma Investments
New York
– -$705K -35,286 Closed
OAC
72
OMERS Administration Corp
Ontario, Canada
– -$548K -27,400 Closed
Goldman Sachs
73
Goldman Sachs
New York
– -$399K -19,952 Closed
GT
74
Greenleaf Trust
Michigan
– -$281K -14,041 Closed
AIM
75
Aigen Investment Management
New York
– -$252K -12,607 Closed
1 2
3
4

PHI Hedge Fund Activity: Q1 2020 in Review

68 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2020, worth a combined $151M — down 14% from $175M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHI and 8 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.34M. The largest seller was JP Morgan Chase, cutting an estimated $13.7M.

  • 68 institutional investors held PLDT (PHI) as of Q1 2020, down from 75 in Q4 2019.
  • Funds reported $151M of PLDT stock for Q1 2020, down 14% quarter-over-quarter.
  • 8 funds opened new PLDT positions in Q1 2020 and 13 closed out, a net change of -5 holders.
  • The largest PLDT buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $2.34M added.
  • The largest PLDT seller in Q1 2020 was JP Morgan Chase, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2020.