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PHI

69 hedge funds and large institutions have $128M invested in PLDT in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

43% more capital invested

Capital invested by funds: $89.5M → $128M (+$38.1M)

25% more funds holding

Funds holding: 55 → 69 (+14)

0.51% more ownership

Funds ownership: 2.01% → 2.52% (+0.51%)

Holders
69
Holders Change
+14
Holders Change %
+25.45%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.9M
2
BlackRock
BlackRock
New York
+$5.53M
3
Creative Planning
Creative Planning
Kansas
+$494K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$352K
5
American Century Companies
American Century Companies
Missouri
+$322K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$841K
2
SAM
Silvercrest Asset Management
New York
-$490K
3
Jane Street
Jane Street
New York
-$356K
4
GF
Gabelli Funds
New York
-$78.3K
5
GC
Guggenheim Capital
Illinois
-$21.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$13.5K +$10.2K +454 +369%
ASN
52
Advisory Services Network
Georgia
$13K +$12.4K +555 New
GI
53
GAMMA Investing
California
$10.6K +$10.6K +474 New
AF
54
Allworth Financial
California
$9.19K +$8.12K +363 +1,252%
W
55
WealthCollab
Washington
$5.88K +$5.62K +251 New
GWSG
56
GPS Wealth Strategies Group
Colorado
$4.73K – – –
JWA
57
JFS Wealth Advisors
Pennsylvania
$2.74K +$850 +38 +48%
JP Morgan Chase
58
JP Morgan Chase
New York
$2.02K -$1.28K -57 -40%
PWMG
59
Prestige Wealth Management Group
New Jersey
$1.6K – – –
FFA
60
Farther Finance Advisors
California
$1.45K +$1.39K +62 New
HIA
61
Harbor Investment Advisory
Maryland
$1.29K – – –
Barclays
62
Barclays
United Kingdom
$1.26K – – –
AWM
63
Abound Wealth Management
Tennessee
$1.22K -$179 -8 -13%
Osaic Holdings
64
Osaic Holdings
Arizona
$984 -$2.48K -111 -73%
GI
65
Gradient Investments
Minnesota
$750 – – –
UB
66
UMB Bank
Missouri
$750 – – –
TWD
67
True Wealth Design
Ohio
$211 – – –
TRCT
68
Tower Research Capital (TRC)
New York
$141 +$134 +6 New
Wells Fargo
69
Wells Fargo
California
$22 -$2.93K -131 -99%
FTUS
70
Flow Traders U.S.
New York
– -$841K -40,706 Closed
SAM
71
Silvercrest Asset Management
New York
– -$490K -23,695 Closed
Jane Street
72
Jane Street
New York
– -$356K -17,235 Closed
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
– -$165 -8 Closed
1 2
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PHI Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2023, worth a combined $128M — up 43% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PHI positions and 4 closed out — a net gain of 14 holders — while 28 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.9M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $841K sold.

  • 69 institutional investors held PLDT (PHI) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $128M of PLDT stock for Q4 2023, up 43% quarter-over-quarter.
  • 18 funds opened new PLDT positions in Q4 2023 and 4 closed out, a net change of +14 holders.
  • The largest PLDT buyer in Q4 2023 was Morgan Stanley, an estimated $15.9M added.
  • The largest PLDT seller in Q4 2023 was Flow Traders U.S., an estimated $841K sold.

Based on aggregated 13F filings for Q4 2023.