PLDT
76 hedge funds and large institutions have $194M invested in PLDT in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
8% more capital invested
Capital invested by funds: $181M → $194M (+$13.7M)
6% more funds holding
Funds holding: 72 → 76 (+4)
0.23% more ownership
Funds ownership: 3.2% → 3.42% (+0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$9.05M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.48M |
| 3 |
Goldman Sachs
New York
|
+$1.43M |
| 4 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$1.38M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$943K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.37M |
| 2 |
BDS
Banco de Sabadell
Miami,
Florida
|
-$976K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$945K |
| 4 |
II
Inspire Investing
Meridian,
Idaho
|
-$819K |
| 5 |
Renaissance Technologies
New York
|
-$516K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wellington Management Group
Boston,
Massachusetts
| – | -$265K | -10,127 | Closed |
|
|
VPIM
77
Vanguard Personalized Indexing Management
Oakland,
California
| – | -$226K | -8,634 | Closed |
|
|
MWP
78
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$5K | -176 | Closed |
|
|
HI
79
Harbour Investments
Madison,
Wisconsin
| – | -$3K | -100 | Closed |
|
80
Jones Financial Companies
Des Peres,
Missouri
| – | -$2K | -95 | Closed |
|
|
LWM
81
Liberty Wealth Management
Oakland,
California
| – | -$1K | -55 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$80 | -3 | -75% |
|
PHI Hedge Fund Activity: Q2 2021 in Review
76 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2021, worth a combined $194M — up 7.6% from $181M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PHI positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Crossmark Global Holdings, opening a new position worth an estimated $9.05M. The largest seller was First Trust Advisors, cutting an estimated $5.37M.
- 76 institutional investors held PLDT (PHI) as of Q2 2021, up from 72 in Q1 2021.
- Funds reported $194M of PLDT stock for Q2 2021, up 7.6% quarter-over-quarter.
- 12 funds opened new PLDT positions in Q2 2021 and 8 closed out, a net change of +4 holders.
- The largest PLDT buyer in Q2 2021 was Crossmark Global Holdings, an estimated $9.05M added.
- The largest PLDT seller in Q2 2021 was First Trust Advisors, an estimated $5.37M sold.
Based on aggregated 13F filings for Q2 2021.