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PLDT
PHI

76 hedge funds and large institutions have $125M invested in PLDT in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

9% more funds holding

Funds holding: 70 → 76 (+6)

0.05% more ownership

Funds ownership: 2.59% → 2.63% (+0.05%)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

12% less capital invested

Capital invested by funds: $142M → $125M (-$16.8M)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$6.18M
2
Morgan Stanley
Morgan Stanley
New York
+$1.51M
3
Jane Street
Jane Street
New York
+$1.48M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.23M
5
UBS Group
UBS Group
Switzerland
+$900K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.7M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.87M
3
BlackRock
BlackRock
New York
-$1.5M
4
VEA
Virtus ETF Advisers
New York
-$818K
5
LPL Financial
LPL Financial
California
-$549K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
51
Janiczek Wealth Management
Colorado
$33.1K +$1K +38 +3%
LC
52
Lindbrook Capital
California
$32.4K -$6.9K -261 -16%
Wells Fargo
53
Wells Fargo
California
$32.3K +$9.71K +367 +35%
CS
54
Credit Suisse
Switzerland
$20.7K +$8.09K +306 +51%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$20K +$4.05K +153 +21%
TRCT
56
Tower Research Capital (TRC)
New York
$18K +$20.4K +773 New
Osaic Holdings
57
Osaic Holdings
Arizona
$17K -$1.82K -69 -9%
GWS
58
Glassman Wealth Services
Virginia
$16.1K +$1.43K +54 +8%
EWA
59
EverSource Wealth Advisors
Alabama
$10.5K -$43.8K -1,655 -78%
ACM
60
Aquatic Capital Management
Illinois
$7K -$92.6K -3,500 -92%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$5.59K +$3.65K +138 +129%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$5.05K -$472K -17,866 -7%
BIA
63
Bell Investment Advisors
California
$3.97K -$106 -4 -2%
PPC
64
Park Place Capital
Alabama
$3K +$3.89K +147 New
JWA
65
JFS Wealth Advisors
Pennsylvania
$2.8K +$3.25K +123 New
AF
66
Allworth Financial
California
$1.73K -$2.17K -82 -52%
PWMG
67
Prestige Wealth Management Group
New Jersey
$1.56K – – –
Barclays
68
Barclays
United Kingdom
$1.44K +$582 +22 +54%
HIA
69
Harbor Investment Advisory
Maryland
$1.25K – – –
SC
70
Schubert & Co
Texas
$1.05K +$1.22K +46 New
IA
71
IFP Advisors
Florida
$1K -$4.07K -154 -99%
UB
72
UMB Bank
Missouri
$1K – – –
MPCL
73
My Personal CFO LLC
Washington
$616 +$714 +27 New
NA
74
NewEdge Advisors
Louisiana
$365 +$423 +16 New
TWD
75
True Wealth Design
Ohio
$205 +$238 +9 New
1 2
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PHI Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2022, worth a combined $125M — down 12% from $142M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PHI positions and 8 closed out — a net gain of 8 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $6.18M. The largest seller was Renaissance Technologies, cutting an estimated $3.7M.

  • 76 institutional investors held PLDT (PHI) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $125M of PLDT stock for Q4 2022, down 12% quarter-over-quarter.
  • 16 funds opened new PLDT positions in Q4 2022 and 8 closed out, a net change of +8 holders.
  • The largest PLDT buyer in Q4 2022 was Robeco Institutional Asset Management, an estimated $6.18M added.
  • The largest PLDT seller in Q4 2022 was Renaissance Technologies, an estimated $3.7M sold.

Based on aggregated 13F filings for Q4 2022.