PLDT
75 hedge funds and large institutions have $165M invested in PLDT in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 9 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
29% more capital invested
Capital invested by funds: $128M → $165M (+$37.4M)
9% more funds holding
Funds holding: 69 → 75 (+6)
0.56% more ownership
Funds ownership: 2.52% → 3.08% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$36.7M |
| 2 |
BlackRock
New York
|
+$739K |
| 3 |
Jane Street
New York
|
+$712K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$683K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.1M |
| 2 |
Renaissance Technologies
New York
|
-$1.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$866K |
| 4 |
FTDI
First Trust Direct Indexing
Boston,
Massachusetts
|
-$651K |
| 5 |
D.E. Shaw & Co
New York
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTDI
76
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$651K | -27,806 | Closed |
|
|
77
D.E. Shaw & Co
New York
| – | -$215K | -9,186 | Closed |
|
|
ACM
78
Aquatic Capital Management
Chicago,
Illinois
| – | -$80K | -3,400 | Closed |
|
79
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$25.8K | -1,099 | Closed |
|
|
GWS
80
Glassman Wealth Services
Vienna,
Virginia
| – | -$18K | -769 | Closed |
|
|
ASN
81
Advisory Services Network
Atlanta,
Georgia
| – | -$13K | -555 | Closed |
|
|
FFA
82
Farther Finance Advisors
San Francisco,
California
| – | -$1.45K | -62 | Closed |
|
|
GI
83
Gradient Investments
Arden Hills,
Minnesota
| – | -$750 | -32 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | -$141 | -6 | Closed |
|
PHI Hedge Fund Activity: Q1 2024 in Review
75 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2024, worth a combined $165M — up 29% from $128M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PHI positions and 9 closed out — a net gain of 6 holders — while 32 added to existing stakes and 19 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $36.7M. The largest seller was Morgan Stanley, cutting an estimated $12.1M.
- 75 institutional investors held PLDT (PHI) as of Q1 2024, up from 69 in Q4 2023.
- Funds reported $165M of PLDT stock for Q1 2024, up 29% quarter-over-quarter.
- 15 funds opened new PLDT positions in Q1 2024 and 9 closed out, a net change of +6 holders.
- The largest PLDT buyer in Q1 2024 was Invesco, an estimated $36.7M added.
- The largest PLDT seller in Q1 2024 was Morgan Stanley, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2024.