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PLDT
PHI

Overview Fund Activity

74 hedge funds and large institutions have $155M invested in PLDT in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
35
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$34M
2
Northern Trust
2
Northern Trust
Illinois
$3.08M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$2.33M
4
UBS Group
4
UBS Group
Switzerland
$1.76M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$2.51M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$54.7M
2
NIA
2
NIA Impact Advisors
California
$369K
3
BlackRock
3
BlackRock
New York
$16.7M
4
EI
4
Ethic Inc
New York
$0
5
UM
5
UniSuper Management
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$29.8K -$8.73K -394 -23%
Wells Fargo
52
Wells Fargo
California
$20.5K +$19.1K +862 +1,390%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$20K -$1.24K -56 -6%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$13.8K -$4.87K -220 -26%
AF
55
Allworth Financial
California
$9.64K +$338 +15 +4%
AWM
56
Avior Wealth Management
Nebraska
$6.56K +$576 +26 +10%
PWA
57
Physician Wealth Advisors
Utah
$4.54K +$4.54K +205 New
GWSG
58
GPS Wealth Strategies Group
Colorado
$4.47K – – –
Osaic Holdings
59
Osaic Holdings
Arizona
$3.05K -$775 -35 -20%
TRCT
60
Tower Research Capital (TRC)
New York
$2.17K +$2.17K +98 New
BIG
61
Brooklyn Investment Group
New York
$1.95K +$1.95K +88 New
JWA
62
JFS Wealth Advisors
Pennsylvania
$1.73K -$731 -33 -30%
PWMG
63
Prestige Wealth Management Group
New Jersey
$1.52K – – –
AWM
64
Abound Wealth Management
Tennessee
$1.4K +$465 +21 +50%
SAM
65
Smartleaf Asset Management
Massachusetts
$1.31K -$13.3K -596 -91%
HIA
66
Harbor Investment Advisory
Maryland
$1.22K – – –
Barclays
67
Barclays
United Kingdom
$1K – – –
FFA
68
Farther Finance Advisors
California
$886 +$288 +13 +48%
WSFS
69
Wilmington Savings Fund Society
Delaware
$797 – – –
MCM
70
MAI Capital Management
Ohio
$771 +$771 +35 New
IA
71
IFP Advisors
Florida
$731 -$288 -13 -28%
TWD
72
True Wealth Design
Ohio
$488 +$89 +4 +22%
BIA
73
Bell Investment Advisors
California
$399 – – –
PS
74
Principal Securities
Iowa
$288 -$111 -5 -28%
EI
75
Ethic Inc
New York
– -$667K -26,874 Closed
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