PLDT
72 hedge funds and large institutions have $181M invested in PLDT in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 15 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
4% more funds holding
Funds holding: 69 → 72 (+3)
0.16% more ownership
Funds ownership: 3.04% → 3.2% (+0.16%)
1% less capital invested
Capital invested by funds: $183M → $181M (-$2.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$18.9M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$1.77M |
| 4 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$1.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$2.83M |
| 2 |
Morgan Stanley
New York
|
-$2.44M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$1.59M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.31M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWPS
76
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$75K | -2,674 | Closed |
|
|
FTDI
77
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$65K | -2,329 | Closed |
|
|
FCH
78
Freestone Capital Holdings
Seattle,
Washington
| – | -$63.3K | -2,268 | Closed |
|
|
TPCW
79
TD Private Client Wealth
New York
| – | -$35.3K | -1,266 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$9K | -331 | Closed |
|
|
RPWA
81
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -70 | Closed |
|
|
FHC
82
First Horizon Corporation
Memphis,
Tennessee
| – | -$1K | -43 | Closed |
|
|
ABC
83
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$1K | -42 | Closed |
|
|
GRP
84
Global Retirement Partners
San Rafael,
California
| – | -$1K | -28 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | +$112 | +4 | New |
|
PHI Hedge Fund Activity: Q1 2021 in Review
72 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2021, worth a combined $181M — down 1.3% from $183M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PHI positions and 15 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $18.9M. The largest seller was Renaissance Technologies, cutting an estimated $2.83M.
- 72 institutional investors held PLDT (PHI) as of Q1 2021, up from 69 in Q4 2020.
- Funds reported $181M of PLDT stock for Q1 2021, down 1.3% quarter-over-quarter.
- 19 funds opened new PLDT positions in Q1 2021 and 15 closed out, a net change of +4 holders.
- The largest PLDT buyer in Q1 2021 was BlackRock, an estimated $18.9M added.
- The largest PLDT seller in Q1 2021 was Renaissance Technologies, an estimated $2.83M sold.
Based on aggregated 13F filings for Q1 2021.