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PLDT
PHI

80 hedge funds and large institutions have $176M invested in PLDT in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $161M → $176M (+$14.9M)

7% more funds holding

Funds holding: 75 → 80 (+5)

0.03% more ownership

Funds ownership: 3.03% → 3.07% (+0.03%)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
35
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.92M
2
BlackRock
BlackRock
New York
+$1.07M
3
UM
UniSuper Management
Australia
+$387K
4
Cerity Partners
Cerity Partners
New York
+$378K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$370K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.87M
2
Renaissance Technologies
Renaissance Technologies
New York
-$649K
3
MCM
MAI Capital Management
Ohio
-$421K
4
Marshall Wace
Marshall Wace
United Kingdom
-$337K
5
RWM
Ritholtz Wealth Management
New York
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$78K -$6.63K -249 -8%
LC
52
Lindbrook Capital
California
$59K -$2.79K -105 -5%
EWA
53
EverSource Wealth Advisors
Alabama
$46.7K +$8.25K +310 +22%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$38.5K +$1.92M +71,959 +840%
GI
55
GAMMA Investing
California
$32.2K +$10.4K +390 +48%
Allspring Global Investments
56
Allspring Global Investments
North Carolina
$27.9K +$27.7K +1,039 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$26K -$1.41K -53 -5%
JP Morgan Chase
58
JP Morgan Chase
New York
$22.7K +$7.96K +299 +55%
BCV
59
Banque Cantonale Vaudoise
Switzerland
$20K – – –
SAM
60
Smartleaf Asset Management
Massachusetts
$18K +$12.3K +461 +238%
AF
61
Allworth Financial
California
$11.1K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$8.06K -$5.32K -200 -40%
Deutsche Bank
63
Deutsche Bank
Germany
$8.06K +$7.98K +300 New
AWM
64
Avior Wealth Management
Nebraska
$7.26K – – –
W
65
WealthCollab
Washington
$6.75K – – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$5.43K – – –
Osaic Holdings
67
Osaic Holdings
Arizona
$4.65K +$692 +26 +18%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$4.48K +$53 +2 +1%
JWA
69
JFS Wealth Advisors
Pennsylvania
$2.98K – – –
PWMG
70
Prestige Wealth Management Group
New Jersey
$1.84K – – –
Wells Fargo
71
Wells Fargo
California
$1.66K +$27 +1 +2%
HIA
72
Harbor Investment Advisory
Maryland
$1.48K – – –
Barclays
73
Barclays
United Kingdom
$1.45K – – –
IA
74
IFP Advisors
Florida
$1.24K +$426 +16 +53%
AWM
75
Abound Wealth Management
Tennessee
$1.13K – – –
1 2
3
4

PHI Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2024, worth a combined $176M — up 9.3% from $161M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PHI positions and 5 closed out — a net gain of 6 holders — while 35 added to existing stakes and 17 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $1.92M. The largest seller was Invesco, cutting an estimated $1.87M.

  • 80 institutional investors held PLDT (PHI) as of Q3 2024, up from 75 in Q2 2024.
  • Funds reported $176M of PLDT stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 11 funds opened new PLDT positions in Q3 2024 and 5 closed out, a net change of +6 holders.
  • The largest PLDT buyer in Q3 2024 was Arrowstreet Capital, an estimated $1.92M added.
  • The largest PLDT seller in Q3 2024 was Invesco, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2024.