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PHI

85 hedge funds and large institutions have $186M invested in PLDT in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

6% more funds holding

Funds holding: 80 → 85 (+5)

0.01% more ownership

Funds ownership: 2.82% → 2.82% (+0.01%)

13% less capital invested

Capital invested by funds: $214M → $186M (-$28.4M)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
32
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.3M
2
Lazard Asset Management
Lazard Asset Management
New York
+$6.08M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.69M
4
NIA
NIA Impact Advisors
California
+$1.58M
5
BlackRock
BlackRock
New York
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$6.24M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$3.03M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.39M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.01M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
76
Laurel Wealth Planning
Minnesota
$3K – – –
UB
77
UMB Bank
Missouri
$3K – – –
HIA
78
Harbor Investment Advisory
Maryland
$2K – – –
PWMG
79
Prestige Wealth Management Group
New Jersey
$2K – – –
PCG
80
Private Capital Group
Connecticut
$2K – – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$2K +$1.35K +38 +86%
SC
82
Schubert & Co
Texas
$2K +$2.31K +65 New
Barclays
83
Barclays
United Kingdom
$1K -$2.81K -79 -79%
PMFA
84
Plante Moran Financial Advisors
Michigan
$1K +$1.14K +32 New
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$1K +$1.42K +40 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
– -$2.39M -65,861 Closed
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
– -$662K -18,848 Closed
AWA
88
Aaron Wealth Advisors
Illinois
– -$296K -10,401 Closed
SAM
89
Sabadell Asset Management
Spain
– -$362K -10,231 Closed
FCH
90
Freestone Capital Holdings
Washington
– -$312K -8,869 Closed
DCM
91
DGS Capital Management
New Jersey
– -$253K -7,205 Closed
FAG
92
Fortitude Advisory Group
Washington
– -$13K -377 Closed
First Manhattan
93
First Manhattan
New York
– -$7K -200 Closed
GRP
94
Global Retirement Partners
California
– -$5K -144 Closed
1 2 3
4

PHI Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2022, worth a combined $186M — down 13% from $214M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PHI positions and 10 closed out — a net gain of 7 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.3M. The largest seller was First Trust Advisors, cutting an estimated $6.24M.

  • 85 institutional investors held PLDT (PHI) as of Q2 2022, up from 80 in Q1 2022.
  • Funds reported $186M of PLDT stock for Q2 2022, down 13% quarter-over-quarter.
  • 17 funds opened new PLDT positions in Q2 2022 and 10 closed out, a net change of +7 holders.
  • The largest PLDT buyer in Q2 2022 was Morgan Stanley, an estimated $18.3M added.
  • The largest PLDT seller in Q2 2022 was First Trust Advisors, an estimated $6.24M sold.

Based on aggregated 13F filings for Q2 2022.