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PLDT
PHI

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

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

0.18% more ownership

Funds ownership: 3.07% → 3.24% (+0.18%)

8% less funds holding

Funds holding: 80 → 74 (-6)

12% less capital invested

Capital invested by funds: $176M → $155M (-$20.5M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
74
Holders Change
-6
Holders Change %
-7.5%
% of All Funds
0.97%
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

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$6.03M
2
Northern Trust
Northern Trust
Illinois
+$3.04M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$2.17M
4
UBS Group
UBS Group
Switzerland
+$1.71M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$779K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.72M
2
NIA
NIA Impact Advisors
California
-$1.61M
3
BlackRock
BlackRock
New York
-$1.24M
4
EI
Ethic Inc
New York
-$667K
5
UM
UniSuper Management
Australia
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$29.8K -$9.36K -394 -23%
Wells Fargo
52
Wells Fargo
California
$20.5K +$20.5K +862 +1,390%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$20K -$1.33K -56 -6%
JP Morgan Chase
54
JP Morgan Chase
New York
$13.8K -$5.22K -220 -26%
AF
55
Allworth Financial
California
$9.63K +$356 +15 +4%
AWM
56
Avior Wealth Management
Nebraska
$6.56K +$617 +26 +10%
PWA
57
Physician Wealth Advisors
Utah
$4.54K +$4.87K +205 New
GWSG
58
GPS Wealth Strategies Group
Colorado
$4.47K – – –
Osaic Holdings
59
Osaic Holdings
Arizona
$3.05K -$831 -35 -20%
TRCT
60
Tower Research Capital (TRC)
New York
$2.17K +$2.33K +98 New
BIG
61
Brooklyn Investment Group
New York
$1.95K +$2.09K +88 New
JWA
62
JFS Wealth Advisors
Pennsylvania
$1.73K -$784 -33 -30%
PWMG
63
Prestige Wealth Management Group
New Jersey
$1.52K – – –
AWM
64
Abound Wealth Management
Tennessee
$1.4K +$499 +21 +50%
SAM
65
Smartleaf Asset Management
Massachusetts
$1.31K -$14.2K -596 -91%
HIA
66
Harbor Investment Advisory
Maryland
$1.22K – – –
Barclays
67
Barclays
United Kingdom
$1.2K – – –
FFA
68
Farther Finance Advisors
California
$886 +$309 +13 +48%
WSFS
69
Wilmington Savings Fund Society
Delaware
$797 – – –
MCM
70
MAI Capital Management
Ohio
$771 +$831 +35 New
IA
71
IFP Advisors
Florida
$731 -$309 -13 -28%
TWD
72
True Wealth Design
Ohio
$488 +$95 +4 +22%
BIA
73
Bell Investment Advisors
California
$399 – – –
PS
74
Principal Securities
Iowa
$288 -$119 -5 -28%
EI
75
Ethic Inc
New York
– -$667K -26,874 Closed
1 2
3
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PHI Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2024, worth a combined $155M — down 12% from $176M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PHI and 7 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 35 added.

The largest buyer was Invesco, adding an estimated $6.03M. The largest seller was Renaissance Technologies, cutting an estimated $1.72M.

  • 74 institutional investors held PLDT (PHI) as of Q4 2024, down from 80 in Q3 2024.
  • Funds reported $155M of PLDT stock for Q4 2024, down 12% quarter-over-quarter.
  • 7 funds opened new PLDT positions in Q4 2024 and 12 closed out, a net change of -5 holders.
  • The largest PLDT buyer in Q4 2024 was Invesco, an estimated $6.03M added.
  • The largest PLDT seller in Q4 2024 was Renaissance Technologies, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2024.