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PHI

70 hedge funds and large institutions have $209M invested in PLDT in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $194M → $209M (+$14.5M)

0.46% less ownership

Funds ownership: 3.42% → 2.97% (-0.46%)

8% less funds holding

Funds holding: 76 → 70 (-6)

22% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 27

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SG
StoneX Group
New York
+$1.17M
2
PPA
Parametric Portfolio Associates
Washington
+$882K
3
LSV Asset Management
LSV Asset Management
Illinois
+$551K
4
GC
Guggenheim Capital
Illinois
+$514K
5
BlackRock
BlackRock
New York
+$509K

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$8.91M
2
Northern Trust
Northern Trust
Illinois
-$4.41M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3M
4
Goldman Sachs
Goldman Sachs
New York
-$2.88M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
76
Whittier Trust
California
– -$290K -11,040 Closed
CAM
77
Cresset Asset Management
Illinois
– -$229K -8,729 Closed
EVM
78
Eaton Vance Management
Massachusetts
– -$212K -8,050 Closed
SFI
79
Susquehanna Fundamental Investments
Pennsylvania
– -$200K -7,617 Closed
AF
80
Advisornet Financial
Minnesota
– -$20K -755 Closed
EFSCE
81
Enterprise Financial Services Corp (EFSC)
Missouri
– -$18K -696 Closed
AWA
82
Arkadios Wealth Advisors
Georgia
– -$16K -623 Closed
1 2 3
4

PHI Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2021, worth a combined $209M — up 7.4% from $194M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHI and 7 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 21 added.

The largest buyer was StoneX Group, opening a new position worth an estimated $1.17M. The largest seller was Crossmark Global Holdings, cutting an estimated $8.91M.

  • 70 institutional investors held PLDT (PHI) as of Q3 2021, down from 76 in Q2 2021.
  • Funds reported $209M of PLDT stock for Q3 2021, up 7.4% quarter-over-quarter.
  • 7 funds opened new PLDT positions in Q3 2021 and 13 closed out, a net change of -6 holders.
  • The largest PLDT buyer in Q3 2021 was StoneX Group, an estimated $1.17M added.
  • The largest PLDT seller in Q3 2021 was Crossmark Global Holdings, an estimated $8.91M sold.

Based on aggregated 13F filings for Q3 2021.