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PHI

76 hedge funds and large institutions have $940M invested in PLDT in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

2% more capital invested

Capital invested by funds: $923M → $940M (+$17.2M)

0.06% more ownership

Funds ownership: 9.99% → 10.05% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less funds holding

Funds holding: 83 → 76 (-7)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
28
Reduced
23
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.16M
2
PP
Prudential plc
United Kingdom
+$5.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$3.29M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.6M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$11.1M
2
First Trust Advisors
First Trust Advisors
Illinois
-$4.91M
3
SCCM
Schafer Cullen Capital Management
New York
-$1.25M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.21M
5
EGA
Eagle Global Advisors
Texas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
76
LS Investment Advisors
Michigan
$1K – – –
First Trust Advisors
77
First Trust Advisors
Illinois
– -$4.91M -114,739 Closed
SCCM
78
Schafer Cullen Capital Management
New York
– -$1.25M -29,115 Closed
Two Sigma Investments
79
Two Sigma Investments
New York
– -$1.21M -28,331 Closed
EGA
80
Eagle Global Advisors
Texas
– -$1.01M -23,600 Closed
ARTA
81
A.R.T. Advisors
New York
– -$360K -8,433 Closed
AL
82
Airain Ltd
Guernsey
– -$302K -7,068 Closed
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
– -$271K -6,348 Closed
Two Sigma Advisers
84
Two Sigma Advisers
New York
– -$221K -5,165 Closed
SC
85
Saturna Capital
Washington
– -$133K -3,100 Closed
TRCT
86
Tower Research Capital (TRC)
New York
– -$53K -1,251 Closed
SEI Investments
87
SEI Investments
Pennsylvania
– -$11K -256 Closed
MFBTD
88
MB Financial Bank - Trust Department
Illinois
– -$3K -73 Closed
AF
89
Arrow Financial
New York
– -$1K -21 Closed
CAW
90
Cornerstone Advisors (Washington)
Washington
– -$1K -17 Closed
LTFS
91
Ladenburg Thalmann Financial Services
Florida
– -$1K -12 Closed
1 2 3
4

PHI Hedge Fund Activity: Q1 2016 in Review

76 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2016, worth a combined $940M — up 1.9% from $923M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PHI and 9 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 28 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $5.16M. The largest seller was Lazard Asset Management, cutting an estimated $11.1M.

  • 76 institutional investors held PLDT (PHI) as of Q1 2016, down from 83 in Q4 2015.
  • Funds reported $940M of PLDT stock for Q1 2016, up 1.9% quarter-over-quarter.
  • 9 funds opened new PLDT positions in Q1 2016 and 16 closed out, a net change of -7 holders.
  • The largest PLDT buyer in Q1 2016 was Schroder Investment Management Group, an estimated $5.16M added.
  • The largest PLDT seller in Q1 2016 was Lazard Asset Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2016.