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PLDT
PHI

75 hedge funds and large institutions have $161M invested in PLDT in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding

Funds holding: 75 → 75 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.05% less ownership

Funds ownership: 3.08% → 3.03% (-0.05%)

2% less capital invested

Capital invested by funds: $165M → $161M (-$4.11M)

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.6M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$652K
3
MCM
MAI Capital Management
Ohio
+$414K
4
HF
HRT Financial
New York
+$292K
5
Goldman Sachs
Goldman Sachs
New York
+$283K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$5.26M
2
SAG
SageView Advisory Group
California
-$661K
3
Jane Street
Jane Street
New York
-$435K
4
Renaissance Technologies
Renaissance Technologies
New York
-$408K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
51
Lindbrook Capital
California
$56.5K -$1.09K -45 -2%
EWA
52
EverSource Wealth Advisors
Alabama
$37.9K +$797 +33 +2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$25K -$1.21K -50 -5%
GI
54
GAMMA Investing
California
$19.8K +$2.03K +84 +12%
JWM
55
Janiczek Wealth Management
Colorado
$19.2K -$1.4K -58 -7%
BCV
56
Banque Cantonale Vaudoise
Switzerland
$18K -$6.5K -269 -27%
JP Morgan Chase
57
JP Morgan Chase
New York
$13.4K +$7.53K +312 +134%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$12.3K +$11.3K +466 +1,371%
AF
59
Allworth Financial
California
$10.6K – – –
AWM
60
Avior Wealth Management
Nebraska
$6.63K – – –
W
61
WealthCollab
Washington
$6.17K – – –
GWSG
62
GPS Wealth Strategies Group
Colorado
$4.96K – – –
SAM
63
Smartleaf Asset Management
Massachusetts
$4.7K +$4.68K +194 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$4.19K -$3.86K -160 -49%
Osaic Holdings
65
Osaic Holdings
Arizona
$3.61K +$3.33K +138 +1,533%
JWA
66
JFS Wealth Advisors
Pennsylvania
$2.73K -$241 -10 -8%
TRCT
67
Tower Research Capital (TRC)
New York
$2.7K +$2.66K +110 New
PWMG
68
Prestige Wealth Management Group
New Jersey
$1.68K – – –
Wells Fargo
69
Wells Fargo
California
$1.5K -$1.71K -71 -54%
HIA
70
Harbor Investment Advisory
Maryland
$1.35K – – –
Barclays
71
Barclays
United Kingdom
$1.33K – – –
AWM
72
Abound Wealth Management
Tennessee
$1.03K -$169 -7 -14%
IA
73
IFP Advisors
Florida
$737 – – –
TWD
74
True Wealth Design
Ohio
$443 +$97 +4 +29%
PS
75
Principal Securities
Iowa
$319 +$314 +13 New
1 2
3
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PHI Hedge Fund Activity: Q2 2024 in Review

75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2024, worth a combined $161M — down 2.5% from $165M a quarter earlier.

Fund positioning in PHI was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 29 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.6M. The largest seller was Invesco, cutting an estimated $5.26M.

  • 75 institutional investors held PLDT (PHI) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $161M of PLDT stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 8 funds opened new PLDT positions in Q2 2024 and 8 closed out, a net change of 0 holders.
  • The largest PLDT buyer in Q2 2024 was Morgan Stanley, an estimated $1.6M added.
  • The largest PLDT seller in Q2 2024 was Invesco, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2024.