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PLDT
PHI

55 hedge funds and large institutions have $89.5M invested in PLDT in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% less ownership

Funds ownership: 2.27% → 2.01% (-0.26%)

13% less funds holding

Funds holding: 63 → 55 (-8)

22% less capital invested

Capital invested by funds: $115M → $89.5M (-$25.7M)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
55
Holders Change
-8
Holders Change %
-12.7%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$1.17M
2
FTUS
Flow Traders U.S.
New York
+$892K
3
SAM
Silvercrest Asset Management
New York
+$519K
4
EI
Ethic Inc
New York
+$174K
5
Jane Street
Jane Street
New York
+$169K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.5M
2
Millennium Management
Millennium Management
New York
-$2.37M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.17M
4
Morgan Stanley
Morgan Stanley
New York
-$1.85M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$965K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
Gradient Investments
Minnesota
$661 – – –
UB
52
UMB Bank
Missouri
$661 – – –
AF
53
Allworth Financial
California
$600 -$2.48K -113 -80%
TWD
54
True Wealth Design
Ohio
$186 – – –
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$165 +$175 +8 New
Millennium Management
56
Millennium Management
New York
– -$2.37M -101,617 Closed
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
– -$2.17M -90,528 Closed
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
– -$628K -26,854 Closed
VIA
59
Vident Investment Advisory
Georgia
– -$392K -16,772 Closed
HSBC Holdings
60
HSBC Holdings
United Kingdom
– -$965K -15,152 Closed
WFI
61
West Family Investments
California
– -$231K -9,905 Closed
VPIM
62
Vanguard Personalized Indexing Management
California
– -$215K -9,214 Closed
PFO
63
Pathstone Family Office
New Jersey
– -$201K -8,600 Closed
HI
64
Harbour Investments
Wisconsin
– -$304 -13 Closed
IA
65
IFP Advisors
Florida
– -$47 -2 Closed
1 2
3

PHI Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2023, worth a combined $89.5M — down 22% from $115M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PHI and 4 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $1.17M. The largest seller was BlackRock, cutting an estimated $3.5M.

  • 55 institutional investors held PLDT (PHI) as of Q3 2023, down from 63 in Q2 2023.
  • Funds reported $89.5M of PLDT stock for Q3 2023, down 22% quarter-over-quarter.
  • 4 funds opened new PLDT positions in Q3 2023 and 11 closed out, a net change of -7 holders.
  • The largest PLDT buyer in Q3 2023 was Marshall Wace, an estimated $1.17M added.
  • The largest PLDT seller in Q3 2023 was BlackRock, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2023.