PLDT
75 hedge funds and large institutions have $175M invested in PLDT in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
4% more funds holding
Funds holding: 72 → 75 (+3)
3.8% less ownership
Funds ownership: 7.85% → 4.05% (-3.8%)
41% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 34
53% less capital invested
Capital invested by funds: $373M → $175M (-$198M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$14.5M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$4.15M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.51M |
| 4 |
Renaissance Technologies
New York
|
+$2.21M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$195M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$3.08M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$2.81M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2M |
| 5 |
BlackRock
New York
|
-$1.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFBT
76
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$4K | -203 | Closed |
|
|
CFA
77
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$2K | -127 | Closed |
|
|
FHA
78
First Horizon Advisors
Memphis,
Tennessee
| – | -$796 | -38 | -78% |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | +$21 | +1 | New |
|
PHI Hedge Fund Activity: Q4 2019 in Review
75 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2019, worth a combined $175M — down 53% from $373M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PHI positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 34 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $14.5M. The largest seller was Lazard Asset Management, cutting an estimated $195M.
- 75 institutional investors held PLDT (PHI) as of Q4 2019, up from 72 in Q3 2019.
- Funds reported $175M of PLDT stock for Q4 2019, down 53% quarter-over-quarter.
- 11 funds opened new PLDT positions in Q4 2019 and 7 closed out, a net change of +4 holders.
- The largest PLDT buyer in Q4 2019 was JP Morgan Chase, an estimated $14.5M added.
- The largest PLDT seller in Q4 2019 was Lazard Asset Management, an estimated $195M sold.
Based on aggregated 13F filings for Q4 2019.