PLDT
76 hedge funds and large institutions have $125M invested in PLDT in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
9% more funds holding
Funds holding: 70 → 76 (+6)
0.05% more ownership
Funds ownership: 2.59% → 2.63% (+0.05%)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
12% less capital invested
Capital invested by funds: $142M → $125M (-$16.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$6.18M |
| 2 |
Morgan Stanley
New York
|
+$1.51M |
| 3 |
Jane Street
New York
|
+$1.48M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.23M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$900K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$3.7M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$1.87M |
| 3 |
BlackRock
New York
|
-$1.5M |
| 4 |
VEA
Virtus ETF Advisers
New York
|
-$818K |
| 5 |
LPL Financial
San Diego,
California
|
-$549K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Marshall Wace
London,
United Kingdom
| – | -$1.87M | -73,755 | Closed |
|
|
77
LPL Financial
San Diego,
California
| – | -$549K | -21,694 | Closed |
|
|
OSAM
78
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$386K | -15,269 | Closed |
|
|
BL
79
Balentine LLC
Atlanta,
Georgia
| – | -$322K | -12,746 | Closed |
|
|
GWSG
80
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$48K | -1,896 | Closed |
|
81
JP Morgan Chase
New York
| – | -$28K | -1,100 | Closed |
|
|
AA
82
Ancora Advisors
Cleveland,
Ohio
| – | -$7K | -276 | Closed |
|
|
GRP
83
Global Retirement Partners
San Rafael,
California
| – | -$1K | -19 | Closed |
|
PHI Hedge Fund Activity: Q4 2022 in Review
76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2022, worth a combined $125M — down 12% from $142M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PHI positions and 8 closed out — a net gain of 8 holders — while 26 added to existing stakes and 28 trimmed.
The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $6.18M. The largest seller was Renaissance Technologies, cutting an estimated $3.7M.
- 76 institutional investors held PLDT (PHI) as of Q4 2022, up from 70 in Q3 2022.
- Funds reported $125M of PLDT stock for Q4 2022, down 12% quarter-over-quarter.
- 16 funds opened new PLDT positions in Q4 2022 and 8 closed out, a net change of +8 holders.
- The largest PLDT buyer in Q4 2022 was Robeco Institutional Asset Management, an estimated $6.18M added.
- The largest PLDT seller in Q4 2022 was Renaissance Technologies, an estimated $3.7M sold.
Based on aggregated 13F filings for Q4 2022.