PLDT
70 hedge funds and large institutions have $622M invested in PLDT in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
6% more funds holding
Funds holding: 66 → 70 (+4)
0.56% more ownership
Funds ownership: 9.89% → 10.46% (+0.56%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
18% less capital invested
Capital invested by funds: $762M → $622M (-$140M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$19.7M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$12.1M |
| 3 |
Renaissance Technologies
New York
|
+$4.43M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.01M |
| 5 |
JP Morgan Chase
New York
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$8.29M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.09M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$894K |
| 4 |
State Street
Boston,
Massachusetts
|
-$773K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$659K |
PHI Hedge Fund Activity: Q4 2016 in Review
70 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2016, worth a combined $622M — down 18% from $762M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PHI positions and 7 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.
The largest buyer was Mondrian Investment Partners, adding an estimated $19.7M. The largest seller was Lazard Asset Management, cutting an estimated $8.29M.
- 70 institutional investors held PLDT (PHI) as of Q4 2016, up from 66 in Q3 2016.
- Funds reported $622M of PLDT stock for Q4 2016, down 18% quarter-over-quarter.
- 12 funds opened new PLDT positions in Q4 2016 and 7 closed out, a net change of +5 holders.
- The largest PLDT buyer in Q4 2016 was Mondrian Investment Partners, an estimated $19.7M added.
- The largest PLDT seller in Q4 2016 was Lazard Asset Management, an estimated $8.29M sold.
Based on aggregated 13F filings for Q4 2016.