PLDT
66 hedge funds and large institutions have $376M invested in PLDT in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 16 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 9
19% more capital invested
Capital invested by funds: $315M → $376M (+$61.2M)
1.23% more ownership
Funds ownership: 6.8% → 8.03% (+1.2%)
6% less funds holding
Funds holding: 70 → 66 (-4)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$38M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
+$2.67M |
| 3 |
BlackRock
New York
|
+$2.52M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$2.44M |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$2.99M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$1.2M |
| 3 |
BSPF
British Steel Pension Fund
London,
United Kingdom
|
-$1.16M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$752K |
| 5 |
Jane Street
New York
|
-$586K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -90 | Closed |
|
77
Barclays
London,
United Kingdom
| – | -$1K | -61 | Closed |
|
PHI Hedge Fund Activity: Q1 2019 in Review
66 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2019, worth a combined $376M — up 19% from $315M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PHI and 12 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 39 added.
The largest buyer was Lazard Asset Management, adding an estimated $38M. The largest seller was Charles Schwab, exiting entirely with an estimated $2.99M sold.
- 66 institutional investors held PLDT (PHI) as of Q1 2019, down from 70 in Q4 2018.
- Funds reported $376M of PLDT stock for Q1 2019, up 19% quarter-over-quarter.
- 12 funds opened new PLDT positions in Q1 2019 and 16 closed out, a net change of -4 holders.
- The largest PLDT buyer in Q1 2019 was Lazard Asset Management, an estimated $38M added.
- The largest PLDT seller in Q1 2019 was Charles Schwab, an estimated $2.99M sold.
Based on aggregated 13F filings for Q1 2019.