We are live on ! Find out more

67 hedge funds and large institutions have $202M invested in PLDT in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $151M → $202M (+$51.7M)

0.45% more ownership

Funds ownership: 3.39%3.84% (+0.45%)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 6867 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
24
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LC
51
Lindbrook Capital
California
$28K +$10.4K +436 +60%
GT
52
Glenmede Trust
Pennsylvania
$24K -$19K -801 -44%
BL
53
Balentine LLC
Georgia
$24K +$23.1K +971 New
EFSCE
54
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$2.87K +121 +35%
BCA
55
Berman Capital Advisors
Georgia
$9K +$641 +27 +7%
LWM
56
Liberty Wealth Management
California
$7K +$1.26K +53 +22%
JP Morgan Chase
57
JP Morgan Chase
New York
$6K -$335K -14,101 -98%
FHA
58
Flagship Harbor Advisors
Massachusetts
$5K +$5.39K +227 New
GWS
59
Glassman Wealth Services
Virginia
$4K +$3.78K +159 New
GRP
60
Global Retirement Partners
California
$2K -$1.71K -72 -47%
PWMG
61
Prestige Wealth Management Group
New Jersey
$2K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1K -$10.3K -433 -90%
PCG
63
Private Capital Group
Connecticut
$1K
FHA
64
First Horizon Advisors
Tennessee
$1K +$333 +14 +40%
ABC
65
Associated Banc-Corp
Wisconsin
$1K +$998 +42 New
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
-$1.73M -84,250 Closed
AL
67
AJO LP
Pennsylvania
-$1.06M -51,794 Closed
MWA
68
Marshall Wace Asia
Hong Kong
-$462K -22,471 Closed
MYIA
69
Mount Yale Investment Advisors
Colorado
-$279K -13,589 Closed
LI
70
Leap Investments
Illinois
-$265K -12,900 Closed
Citadel Advisors
71
Citadel Advisors
Florida
-$251K -12,195 Closed
Arrowstreet Capital
72
Arrowstreet Capital
Massachusetts
-$216K -10,511 Closed
WT
73
Whittier Trust
California
-$29K -1,395 Closed
TRCT
74
Tower Research Capital (TRC)
New York
-$28K -1,385 Closed
FC
75
FORA Capital
Florida
-$16K -771 Closed

PHI Hedge Fund Activity: Q2 2020 in Review

67 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2020, worth a combined $202M — up 34% from $151M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PHI and 11 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 24 added.

The largest buyer was First Trust Advisors, adding an estimated $22.5M. The largest seller was Royal Bank of Canada, cutting an estimated $4.71M.

  • 67 institutional investors held PLDT (PHI) as of Q2 2020, down from 68 in Q1 2020.
  • Funds reported $202M of PLDT stock for Q2 2020, up 34% quarter-over-quarter.
  • 11 funds opened new PLDT positions in Q2 2020 and 12 closed out, a net change of -1 holder.
  • The largest PLDT buyer in Q2 2020 was First Trust Advisors, an estimated $22.5M added.
  • The largest PLDT seller in Q2 2020 was Royal Bank of Canada, an estimated $4.71M sold.

Based on aggregated 13F filings for Q2 2020.