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PLDT
PHI

70 hedge funds and large institutions have $209M invested in PLDT in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $194M → $209M (+$14.5M)

0.46% less ownership

Funds ownership: 3.42% → 2.97% (-0.46%)

8% less funds holding

Funds holding: 76 → 70 (-6)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SG
StoneX Group
New York
+$1.17M
2
PPA
Parametric Portfolio Associates
Washington
+$882K
3
LSV Asset Management
LSV Asset Management
Illinois
+$551K
4
GC
Guggenheim Capital
Illinois
+$514K
5
BlackRock
BlackRock
New York
+$509K

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$8.91M
2
Northern Trust
Northern Trust
Illinois
-$4.41M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.88M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
51
GPS Wealth Strategies Group
Colorado
$62K – – –
LC
52
Lindbrook Capital
California
$33K +$759 +28 +3%
JWM
53
Janiczek Wealth Management
Colorado
$33K +$8.65K +319 +45%
Deutsche Bank
54
Deutsche Bank
Germany
$19K – – –
GWM
55
Geneos Wealth Management
Colorado
$19K – – –
GWS
56
Glassman Wealth Services
Virginia
$14K -$651 -24 -5%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$13K +$10.4K +384 New
DOA
58
D'Orazio & Associates
Virginia
$12K +$10.2K +375 New
BCA
59
Berman Capital Advisors
Georgia
$8K -$1.76K -65 -20%
First Manhattan
60
First Manhattan
New York
$6K – – –
QT
61
Quantbot Technologies
New York
$6K +$5.42K +200 New
Citigroup
62
Citigroup
New York
$4K -$20.3K -747 -87%
HIA
63
Harbor Investment Advisory
Maryland
$4K – – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
LWANC
65
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
LWP
66
Laurel Wealth Planning
Minnesota
$3K +$2.28K +84 New
PWMG
67
Prestige Wealth Management Group
New Jersey
$2K – – –
PCG
68
Private Capital Group
Connecticut
$2K – – –
TCM
69
Tradewinds Capital Management
Washington
$2K – – –
IA
70
IFP Advisors
Florida
$1K – – –
Stifel Financial
71
Stifel Financial
Missouri
– -$759K -28,891 Closed
HF
72
HRT Financial
New York
– -$534K -20,346 Closed
SSA
73
Schonfeld Strategic Advisors
New York
– -$444K -16,900 Closed
SBH
74
Segall Bryant & Hamill
Illinois
– -$402K -15,300 Closed
Comerica Bank
75
Comerica Bank
Texas
– -$294K -12,130 Closed
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PHI Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2021, worth a combined $209M — up 7.4% from $194M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHI and 7 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 21 added.

The largest buyer was StoneX Group, opening a new position worth an estimated $1.17M. The largest seller was Crossmark Global Holdings, cutting an estimated $8.91M.

  • 70 institutional investors held PLDT (PHI) as of Q3 2021, down from 76 in Q2 2021.
  • Funds reported $209M of PLDT stock for Q3 2021, up 7.4% quarter-over-quarter.
  • 7 funds opened new PLDT positions in Q3 2021 and 13 closed out, a net change of -6 holders.
  • The largest PLDT buyer in Q3 2021 was StoneX Group, an estimated $1.17M added.
  • The largest PLDT seller in Q3 2021 was Crossmark Global Holdings, an estimated $8.91M sold.

Based on aggregated 13F filings for Q3 2021.