PLDT
78 hedge funds and large institutions have $451M invested in PLDT in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
20% more capital invested
Capital invested by funds: $376M → $451M (+$74.9M)
18% more funds holding
Funds holding: 66 → 78 (+12)
0.38% more ownership
Funds ownership: 8.03% → 8.41% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Aperio Group
Sausalito,
California
|
+$4.06M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$4.05M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.03M |
| 4 |
Renaissance Technologies
New York
|
+$2.96M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.8M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$1.56M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.53M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.17M |
| 5 |
Two Sigma Investments
New York
|
-$975K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
76
Glenmede Trust
Philadelphia,
Pennsylvania
| $46 | -$2.9K | -122 | -6% |
|
|
77
Invesco
Atlanta,
Georgia
| – | -$1.53M | -70,627 | Closed |
|
78
Millennium Management
New York
| – | -$811K | -37,440 | Closed |
|
|
DTL
79
Dynamic Technology Lab
Singapore
| – | -$244K | -11,243 | Closed |
|
|
IWP
80
Icon Wealth Partners
Houston,
Texas
| – | -$41K | -1,907 | Closed |
|
|
AIA
81
Alera Investment Advisors
Deerfield,
Illinois
| – | -$10K | -470 | Closed |
|
|
CAM
82
Cresset Asset Management
Chicago,
Illinois
| – | -$5K | -225 | Closed |
|
|
ASN
83
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -90 | Closed |
|
|
TC
84
Truvestments Capital
Sarasota,
Florida
| – | -$1K | -60 | Closed |
|
|
WCG
85
Weaver Consulting Group
Huntington Beach,
California
| – | +$380 | +16 | New |
|
|
OSAM
86
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$428 | +18 | New |
|
PHI Hedge Fund Activity: Q2 2019 in Review
78 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2019, worth a combined $451M — up 20% from $376M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PHI positions and 9 closed out — a net gain of 12 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was Aperio Group, adding an estimated $4.06M. The largest seller was JP Morgan Chase, cutting an estimated $2.8M.
- 78 institutional investors held PLDT (PHI) as of Q2 2019, up from 66 in Q1 2019.
- Funds reported $451M of PLDT stock for Q2 2019, up 20% quarter-over-quarter.
- 21 funds opened new PLDT positions in Q2 2019 and 9 closed out, a net change of +12 holders.
- The largest PLDT buyer in Q2 2019 was Aperio Group, an estimated $4.06M added.
- The largest PLDT seller in Q2 2019 was JP Morgan Chase, an estimated $2.8M sold.
Based on aggregated 13F filings for Q2 2019.