We are live on ! Find out more
PHI icon

PLDT
PHI

72 hedge funds and large institutions have $181M invested in PLDT in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

4% more funds holding

Funds holding: 69 → 72 (+3)

0.16% more ownership

Funds ownership: 3.04% → 3.2% (+0.16%)

1% less capital invested

Capital invested by funds: $183M → $181M (-$2.31M)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
23
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$18.9M
2
First Trust Advisors
First Trust Advisors
Illinois
+$10.3M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.77M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$1.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.83M
2
Morgan Stanley
Morgan Stanley
New York
-$2.44M
3
Northern Trust
Northern Trust
Illinois
-$1.59M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.31M
5
Bank of America
Bank of America
North Carolina
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
51
Lindbrook Capital
California
$31K +$3.47K +124 +12%
Citigroup
52
Citigroup
New York
$19K +$2.18K +78 +12%
EFSCE
53
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$4.34K +155 +33%
GWM
54
Geneos Wealth Management
Colorado
$15K – – –
GWS
55
Glassman Wealth Services
Virginia
$12K +$2.6K +93 +26%
BCA
56
Berman Capital Advisors
Georgia
$9K -$2.18K -78 -18%
JWM
57
Janiczek Wealth Management
Colorado
$6K -$16.8K -599 -73%
MWP
58
Meridian Wealth Partners
Pennsylvania
$5K +$4.92K +176 New
First Manhattan
59
First Manhattan
New York
$5K +$5.6K +200 New
HI
60
Harbour Investments
Wisconsin
$3K +$2.8K +100 New
LWANC
61
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$2.8K +100 New
HIA
62
Harbor Investment Advisory
Maryland
$3K +$3.5K +125 New
Jones Financial Companies
63
Jones Financial Companies
Missouri
$2K – – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
PWMG
65
Prestige Wealth Management Group
New Jersey
$2K – – –
TCM
66
Tradewinds Capital Management
Washington
$2K +$2.1K +75 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1K – – –
LWM
68
Liberty Wealth Management
California
$1K – – –
PCG
69
Private Capital Group
Connecticut
$1K – – –
Invesco
70
Invesco
Georgia
– -$684K -24,511 Closed
HF
71
HRT Financial
New York
– -$374K -13,433 Closed
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
– -$305K -10,934 Closed
AQR Capital Management
73
AQR Capital Management
Connecticut
– -$293K -10,512 Closed
Acadian Asset Management
74
Acadian Asset Management
Massachusetts
– -$175K -6,263 Closed
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
– -$80.6K -2,880 -100%
1 2
3
4

PHI Hedge Fund Activity: Q1 2021 in Review

72 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2021, worth a combined $181M — down 1.3% from $183M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PHI positions and 15 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $18.9M. The largest seller was Renaissance Technologies, cutting an estimated $2.83M.

  • 72 institutional investors held PLDT (PHI) as of Q1 2021, up from 69 in Q4 2020.
  • Funds reported $181M of PLDT stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 19 funds opened new PLDT positions in Q1 2021 and 15 closed out, a net change of +4 holders.
  • The largest PLDT buyer in Q1 2021 was BlackRock, an estimated $18.9M added.
  • The largest PLDT seller in Q1 2021 was Renaissance Technologies, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2021.