PLDT
70 hedge funds and large institutions have $126M invested in PLDT in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 16 closing their positions.
1% more capital invested
Capital invested by funds: $125M → $126M (+$806K)
0.36% less ownership
Funds ownership: 2.63% → 2.28% (-0.36%)
8% less funds holding
Funds holding: 76 → 70 (-6)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
67% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.21M |
| 2 |
Goldman Sachs
New York
|
+$1.11M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$302K |
| 4 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$263K |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$4.76M |
| 2 |
Lazard Asset Management
New York
|
-$3.88M |
| 3 |
Morgan Stanley
New York
|
-$3M |
| 4 |
BlackRock
New York
|
-$2.4M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCIA
76
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$246K | -10,775 | Closed |
|
77
Envestnet Asset Management
Chicago,
Illinois
| – | -$227K | -9,970 | Closed |
|
|
WFI
78
West Family Investments
Carlsbad,
California
| – | -$225K | -9,876 | Closed |
|
79
Citadel Advisors
Miami,
Florida
| – | -$207K | -9,084 | Closed |
|
|
CS
80
Credit Suisse
Zurich,
Switzerland
| – | -$20.7K | -909 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5.59K | -245 | Closed |
|
|
PPC
82
Park Place Capital
Homewood,
Alabama
| – | -$3K | -147 | Closed |
|
|
MPCL
83
My Personal CFO LLC
Vancouver,
Washington
| – | -$616 | -27 | Closed |
|
|
NA
84
NewEdge Advisors
New Orleans,
Louisiana
| – | -$365 | -16 | Closed |
|
85
JP Morgan Chase
New York
| – | +$348 | +14 | New |
|
PHI Hedge Fund Activity: Q1 2023 in Review
70 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2023, worth a combined $126M — up 0.64% from $125M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PHI and 11 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 12 added.
The largest buyer was Millennium Management, opening a new position worth an estimated $2.21M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $4.76M.
- 70 institutional investors held PLDT (PHI) as of Q1 2023, down from 76 in Q4 2022.
- Funds reported $126M of PLDT stock for Q1 2023, up 0.64% quarter-over-quarter.
- 11 funds opened new PLDT positions in Q1 2023 and 16 closed out, a net change of -5 holders.
- The largest PLDT buyer in Q1 2023 was Millennium Management, an estimated $2.21M added.
- The largest PLDT seller in Q1 2023 was Robeco Institutional Asset Management, an estimated $4.76M sold.
Based on aggregated 13F filings for Q1 2023.