PLDT
68 hedge funds and large institutions have $151M invested in PLDT in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 13 closing their positions.
0.66% less ownership
Funds ownership: 4.05% → 3.39% (-0.66%)
9% less funds holding
Funds holding: 75 → 68 (-7)
14% less capital invested
Capital invested by funds: $175M → $151M (-$24M)
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.34M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.04M |
| 3 |
Millennium Management
New York
|
+$1.76M |
| 4 |
Jane Street
New York
|
+$1.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.7M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.4M |
| 3 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$2.4M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$2.19M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Russell Investments Group
London,
United Kingdom
| – | -$208K | -10,448 | Closed |
|
77
Lazard Asset Management
New York
| – | -$15K | -766 | Closed |
|
|
FHA
78
First Horizon Advisors
Memphis,
Tennessee
| – | +$476 | +24 | +218% |
|
PHI Hedge Fund Activity: Q1 2020 in Review
68 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2020, worth a combined $151M — down 14% from $175M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PHI and 8 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 22 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $2.34M. The largest seller was JP Morgan Chase, cutting an estimated $13.7M.
- 68 institutional investors held PLDT (PHI) as of Q1 2020, down from 75 in Q4 2019.
- Funds reported $151M of PLDT stock for Q1 2020, down 14% quarter-over-quarter.
- 8 funds opened new PLDT positions in Q1 2020 and 13 closed out, a net change of -5 holders.
- The largest PLDT buyer in Q1 2020 was Parametric Portfolio Associates, an estimated $2.34M added.
- The largest PLDT seller in Q1 2020 was JP Morgan Chase, an estimated $13.7M sold.
Based on aggregated 13F filings for Q1 2020.