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PLDT
PHI

74 hedge funds and large institutions have $188M invested in PLDT in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

10% more funds holding

Funds holding: 67 → 74 (+7)

0.6% less ownership

Funds ownership: 3.84% → 3.24% (-0.6%)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

7% less capital invested

Capital invested by funds: $202M → $188M (-$14.1M)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.98M
2
Goldman Sachs
Goldman Sachs
New York
+$2.04M
3
Northern Trust
Northern Trust
Illinois
+$1.6M
4
Morgan Stanley
Morgan Stanley
New York
+$650K
5
AG
Aperio Group
California
+$604K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$25.6M
2
Bank of America
Bank of America
North Carolina
-$3.65M
3
UBS Group
UBS Group
Switzerland
-$3.34M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$3.14M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCMC
51
Quantum Capital Management (California)
California
$59K -$4.87K -175 -7%
PA
52
Parallel Advisors
California
$52K +$4.12K +148 +8%
TPCW
53
TD Private Client Wealth
New York
$36.5K -$149K -5,356 -80%
LC
54
Lindbrook Capital
California
$32K +$529 +19 +2%
Osaic Holdings
55
Osaic Holdings
Arizona
$27K -$9.07K -326 -24%
GT
56
Glenmede Trust
Pennsylvania
$27K -$28 -1 -0.1%
Citigroup
57
Citigroup
New York
$20K -$36.2K -1,300 -64%
EFSCE
58
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$752 +27 +6%
BCA
59
Berman Capital Advisors
Georgia
$10K -$1.06K -38 -9%
GWS
60
Glassman Wealth Services
Virginia
$6K +$2K +72 +45%
ASN
61
Advisory Services Network
Georgia
$5K +$5.01K +180 New
LWM
62
Liberty Wealth Management
California
$4K -$4.12K -148 -50%
JWM
63
Janiczek Wealth Management
Colorado
$3K +$2.92K +105 New
PWMG
64
Prestige Wealth Management Group
New Jersey
$2K – – –
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.7K +61 New
FHC
66
First Horizon Corporation
Tennessee
$2K +$3.06K +110 New
ABC
67
Associated Banc-Corp
Wisconsin
$1K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1K – – –
PCG
69
Private Capital Group
Connecticut
$1K – – –
Millennium Management
70
Millennium Management
New York
$778 +$242K +8,695 +43%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
– -$3.14M -128,761 Closed
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$806K -33,021 Closed
LPL Financial
73
LPL Financial
California
– -$389K -15,954 Closed
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
– -$356K -14,577 Closed
BlackRock
75
BlackRock
New York
– -$278K -11,402 Closed
1 2
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PHI Hedge Fund Activity: Q3 2020 in Review

74 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2020, worth a combined $188M — down 7% from $202M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PHI positions and 9 closed out — a net gain of 7 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Jane Street, adding an estimated $2.98M. The largest seller was First Trust Advisors, cutting an estimated $25.6M.

  • 74 institutional investors held PLDT (PHI) as of Q3 2020, up from 67 in Q2 2020.
  • Funds reported $188M of PLDT stock for Q3 2020, down 7% quarter-over-quarter.
  • 16 funds opened new PLDT positions in Q3 2020 and 9 closed out, a net change of +7 holders.
  • The largest PLDT buyer in Q3 2020 was Jane Street, an estimated $2.98M added.
  • The largest PLDT seller in Q3 2020 was First Trust Advisors, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2020.