PLDT
72 hedge funds and large institutions have $373M invested in PLDT in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 13 closing their positions.
0.55% less ownership
Funds ownership: 8.41% → 7.85% (-0.55%)
8% less funds holding
Funds holding: 78 → 72 (-6)
16% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 31
17% less capital invested
Capital invested by funds: $451M → $373M (-$77.6M)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$2.75M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$1.51M |
| 3 |
Morgan Stanley
New York
|
+$1.17M |
| 4 |
AL
Arnhold LLC
New York
|
+$782K |
| 5 |
AG
Aperio Group
Sausalito,
California
|
+$733K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$24.6M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$3.49M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.71M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.38M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
76
Quantamental Technologies
White Plains,
New York
| – | -$15K | -600 | Closed |
|
|
HNB
77
Huntington National Bank
Columbus,
Ohio
| – | -$8K | -329 | Closed |
|
|
YWP
78
YorkBridge Wealth Partners
New York
| – | -$6K | -232 | Closed |
|
79
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -161 | Closed |
|
|
PCP
80
Proficio Capital Partners
Newton,
Massachusetts
| – | -$3K | -126 | Closed |
|
81
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1K | -48 | Closed |
|
|
W
82
WealthStone
Columbus,
Ohio
| – | -$744 | -30 | Closed |
|
|
OSAM
83
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$268 | -12 | -67% |
|
|
IA
84
IFP Advisors
Tampa,
Florida
| – | +$45 | +2 | New |
|
PHI Hedge Fund Activity: Q3 2019 in Review
72 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2019, worth a combined $373M — down 17% from $451M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PHI and 7 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 26 added.
The largest buyer was Renaissance Technologies, adding an estimated $2.75M. The largest seller was Lazard Asset Management, cutting an estimated $24.6M.
- 72 institutional investors held PLDT (PHI) as of Q3 2019, down from 78 in Q2 2019.
- Funds reported $373M of PLDT stock for Q3 2019, down 17% quarter-over-quarter.
- 7 funds opened new PLDT positions in Q3 2019 and 13 closed out, a net change of -6 holders.
- The largest PLDT buyer in Q3 2019 was Renaissance Technologies, an estimated $2.75M added.
- The largest PLDT seller in Q3 2019 was Lazard Asset Management, an estimated $24.6M sold.
Based on aggregated 13F filings for Q3 2019.