PLDT
67 hedge funds and large institutions have $202M invested in PLDT in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.
34% more capital invested
Capital invested by funds: $151M → $202M (+$51.7M)
0.45% more ownership
Funds ownership: 3.39% → 3.84% (+0.45%)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
1% less funds holding
Funds holding: 68 → 67 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$22.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.82M |
| 3 |
Morgan Stanley
New York
|
+$3.61M |
| 4 |
Renaissance Technologies
New York
|
+$3.42M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.71M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$2.25M |
| 3 |
Millennium Management
New York
|
-$1.94M |
| 4 |
D.E. Shaw & Co
New York
|
-$1.73M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| – | -$15K | -752 | Closed |
|
|
CAN
77
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$2K | -92 | Closed |
|
PHI Hedge Fund Activity: Q2 2020 in Review
67 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2020, worth a combined $202M — up 34% from $151M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PHI and 11 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 24 added.
The largest buyer was First Trust Advisors, adding an estimated $22.5M. The largest seller was Royal Bank of Canada, cutting an estimated $4.71M.
- 67 institutional investors held PLDT (PHI) as of Q2 2020, down from 68 in Q1 2020.
- Funds reported $202M of PLDT stock for Q2 2020, up 34% quarter-over-quarter.
- 11 funds opened new PLDT positions in Q2 2020 and 12 closed out, a net change of -1 holder.
- The largest PLDT buyer in Q2 2020 was First Trust Advisors, an estimated $22.5M added.
- The largest PLDT seller in Q2 2020 was Royal Bank of Canada, an estimated $4.71M sold.
Based on aggregated 13F filings for Q2 2020.