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PHI

74 hedge funds and large institutions have $214M invested in PLDT in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

6% more funds holding

Funds holding: 70 → 74 (+4)

2% more capital invested

Capital invested by funds: $209M → $214M (+$5.1M)

0.21% less ownership

Funds ownership: 2.97% → 2.76% (-0.21%)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$740K
2
GC
Guggenheim Capital
Illinois
+$431K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$419K
4
PPA
Parametric Portfolio Associates
Washington
+$350K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$304K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.42M
2
First Trust Advisors
First Trust Advisors
Illinois
-$2.33M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$2.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.15M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$59K -$1.59M -47,158 -97%
JWM
52
Janiczek Wealth Management
Colorado
$55K +$17K +504 +49%
LC
53
Lindbrook Capital
California
$39K +$2.66K +79 +8%
TRCT
54
Tower Research Capital (TRC)
New York
$38K +$36.2K +1,075 New
GWS
55
Glassman Wealth Services
Virginia
$22K +$5.69K +169 +39%
GWM
56
Geneos Wealth Management
Colorado
$21K – – –
FAG
57
Fortitude Advisory Group
Washington
$13K +$12.7K +377 New
EWA
58
EverSource Wealth Advisors
Alabama
$11K +$9.9K +294 New
First Manhattan
59
First Manhattan
New York
$7K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$7K +$6.74K +200 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$606 +18 +14%
Citigroup
62
Citigroup
New York
$4K – – –
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
ACM
64
Aquatic Capital Management
Illinois
$4K +$3.37K +100 New
Barclays
65
Barclays
United Kingdom
$4K +$3.37K +100 New
UB
66
UMB Bank
Missouri
$4K +$3.57K +106 New
LWP
67
Laurel Wealth Planning
Minnesota
$3K – – –
HIA
68
Harbor Investment Advisory
Maryland
$2K -$2.36K -70 -56%
PWMG
69
Prestige Wealth Management Group
New Jersey
$2K – – –
PCG
70
Private Capital Group
Connecticut
$2K – – –
JWA
71
JFS Wealth Advisors
Pennsylvania
$2K +$1.45K +43 New
IA
72
IFP Advisors
Florida
$1K – – –
DHGWA
73
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$1.25K +37 New
EVM
74
Eaton Vance Management
Massachusetts
$1K +$1.28K +38 New
I
75
INVST
Indiana
– -$405K -12,434 Closed
1 2
3
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PHI Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2021, worth a combined $214M — up 2.4% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PHI positions and 9 closed out — a net gain of 6 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $740K. The largest seller was Renaissance Technologies, cutting an estimated $2.42M.

  • 74 institutional investors held PLDT (PHI) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $214M of PLDT stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 15 funds opened new PLDT positions in Q4 2021 and 9 closed out, a net change of +6 holders.
  • The largest PLDT buyer in Q4 2021 was HSBC Holdings, an estimated $740K added.
  • The largest PLDT seller in Q4 2021 was Renaissance Technologies, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2021.