PLDT
63 hedge funds and large institutions have $115M invested in PLDT in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 15 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0.01% less ownership
Funds ownership: 2.28% → 2.27% (-0.01%)
9% less capital invested
Capital invested by funds: $126M → $115M (-$10.7M)
10% less funds holding
Funds holding: 70 → 63 (-7)
47% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$685K |
| 3 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$626K |
| 4 |
D.E. Shaw & Co
New York
|
+$605K |
| 5 |
Millennium Management
New York
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$1.56M |
| 2 |
Goldman Sachs
New York
|
-$1.13M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$829K |
| 4 |
Jane Street
New York
|
-$819K |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$541K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
76
Schubert & Co
Mckinney,
Texas
| – | -$1.14K | -45 | Closed |
|
|
BIA
77
Bell Investment Advisors
Oakland,
California
| – | -$430 | -17 | Closed |
|
78
Lazard Asset Management
New York
| – | +$180 | +8 | +100% |
|
PHI Hedge Fund Activity: Q2 2023 in Review
63 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2023, worth a combined $115M — down 8.5% from $126M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PHI and 8 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $2.04M. The largest seller was Cerity Partners, exiting entirely with an estimated $1.56M sold.
- 63 institutional investors held PLDT (PHI) as of Q2 2023, down from 70 in Q1 2023.
- Funds reported $115M of PLDT stock for Q2 2023, down 8.5% quarter-over-quarter.
- 8 funds opened new PLDT positions in Q2 2023 and 15 closed out, a net change of -7 holders.
- The largest PLDT buyer in Q2 2023 was Bank of Montreal, an estimated $2.04M added.
- The largest PLDT seller in Q2 2023 was Cerity Partners, an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2023.