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PHI

121 hedge funds and large institutions have $1.8B invested in PLDT in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 119 → 121 (+2)

1% more capital invested

Capital invested by funds: $1.79B → $1.8B (+$9.99M)

0.07% more ownership

Funds ownership: 12.24% → 12.31% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
37
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIP
Mondrian Investment Partners
United Kingdom
+$19.5M
2
Lazard Asset Management
Lazard Asset Management
New York
+$8.19M
3
EIP
Epoch Investment Partners
New York
+$4.87M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.51M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$13.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.78M
3
State Street
State Street
Massachusetts
-$5.89M
4
ICP
Indus Capital Partners
New York
-$5.72M
5
GCC
Guardian Capital (Canada)
Ontario, Canada
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
76
Rockefeller Financial Services
New York
$674K +$671K +9,938 New
PSCM
77
Prince Street Capital Management
New York
$645K – – –
Daiwa Securities Group
78
Daiwa Securities Group
Japan
$624K – – –
HMC
79
Harvard Management Company
Massachusetts
$611K – – –
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$543K – – –
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$421K -$19.4K -288 -4%
Asset Management One
82
Asset Management One
Japan
$404K +$402K +5,959 New
BlackRock
83
BlackRock
New York
$394K -$675 -10 -0.2%
U
84
UBS
Switzerland
$358K -$13.3K -197 -4%
UBS AM
85
UBS AM
Illinois
$333K – – –
Citadel Advisors
86
Citadel Advisors
Florida
$315K +$313K +4,642 New
TMAM
87
Tokio Marine Asset Management
Japan
$297K +$2.9K +43 +1%
SC
88
Saturna Capital
Washington
$285K – – –
HTHT
89
Hemenway Trust Hemenway Trust
New Hampshire
$283K – – –
BOTW
90
Bank of the West
California
$282K – – –
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$263K -$215K -3,180 -45%
Citigroup
92
Citigroup
New York
$246K -$16.9K -250 -6%
BIT
93
BlackRock Institutional Trust
California
$240K – – –
PA
94
Profund Advisors
Maryland
$240K +$239K +3,536 New
Wellington Management Group
95
Wellington Management Group
Massachusetts
$235K -$68 -1 -0%
SCM
96
Stevens Capital Management
Pennsylvania
$225K -$228K -3,384 -51%
OC
97
Oppenheimer & Co
New York
$204K – – –
Boston Partners
98
Boston Partners
Massachusetts
$201K +$200K +2,964 New
QCMC
99
Quantum Capital Management (California)
California
$162K +$161K +2,388 New
Nordea Investment Management
100
Nordea Investment Management
Sweden
$138K – – –
2 3
4
5 6

PHI Hedge Fund Activity: Q3 2013 in Review

121 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2013, worth a combined $1.8B — up 0.56% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PHI positions and 9 closed out — a net gain of 3 holders — while 37 added to existing stakes and 40 trimmed.

The largest buyer was Mondrian Investment Partners, adding an estimated $19.5M. The largest seller was Neuberger Berman Group, cutting an estimated $13.7M.

  • 121 institutional investors held PLDT (PHI) as of Q3 2013, up from 119 in Q2 2013.
  • Funds reported $1.8B of PLDT stock for Q3 2013, up 0.56% quarter-over-quarter.
  • 12 funds opened new PLDT positions in Q3 2013 and 9 closed out, a net change of +3 holders.
  • The largest PLDT buyer in Q3 2013 was Mondrian Investment Partners, an estimated $19.5M added.
  • The largest PLDT seller in Q3 2013 was Neuberger Berman Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2013.