PLDT
PHI
74 hedge funds and large institutions have $188M invested in PLDT in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
10% more funds holding
Funds holding: 67 → 74 (+7)
0.6% less ownership
Funds ownership: 3.84% → 3.24% (-0.6%)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
7% less capital invested
Capital invested by funds: $202M → $188M (-$14.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.98M |
| 2 |
Goldman Sachs
New York
|
+$2.04M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$1.6M |
| 4 |
Morgan Stanley
New York
|
+$650K |
| 5 |
AG
Aperio Group
Sausalito,
California
|
+$604K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$25.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.65M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.34M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.14M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$2.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BL
76
Balentine LLC
Atlanta,
Georgia
| – | -$24K | -971 | Closed |
|
77
JP Morgan Chase
New York
| – | -$6K | -246 | Closed |
|
|
FHA
78
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$5K | -227 | Closed |
|
|
GRP
79
Global Retirement Partners
San Rafael,
California
| – | -$2K | -81 | Closed |
|
|
FHA
80
First Horizon Advisors
Memphis,
Tennessee
| – | -$807 | -29 | -59% |
|
|
VFA
81
Valeo Financial Advisors
Carmel,
Indiana
| – | +$390 | +14 | New |
|
PHI Hedge Fund Activity: Q3 2020 in Review
74 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2020, worth a combined $188M — down 7% from $202M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PHI positions and 9 closed out — a net gain of 7 holders — while 23 added to existing stakes and 24 trimmed.
The largest buyer was Jane Street, adding an estimated $2.98M. The largest seller was First Trust Advisors, cutting an estimated $25.6M.
- 74 institutional investors held PLDT (PHI) as of Q3 2020, up from 67 in Q2 2020.
- Funds reported $188M of PLDT stock for Q3 2020, down 7% quarter-over-quarter.
- 16 funds opened new PLDT positions in Q3 2020 and 9 closed out, a net change of +7 holders.
- The largest PLDT buyer in Q3 2020 was Jane Street, an estimated $2.98M added.
- The largest PLDT seller in Q3 2020 was First Trust Advisors, an estimated $25.6M sold.
Based on aggregated 13F filings for Q3 2020.