PLDT
75 hedge funds and large institutions have $161M invested in PLDT in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 8 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
0% more funds holding
Funds holding: 75 → 75 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.05% less ownership
Funds ownership: 3.08% → 3.03% (-0.05%)
2% less capital invested
Capital invested by funds: $165M → $161M (-$4.11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.6M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$652K |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$414K |
| 4 |
HF
HRT Financial
New York
|
+$292K |
| 5 |
Goldman Sachs
New York
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$5.26M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$661K |
| 3 |
Jane Street
New York
|
-$435K |
| 4 |
Renaissance Technologies
New York
|
-$408K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$348K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$348K | -13,917 | Closed |
|
77
Cerity Partners
New York
| – | -$248K | -10,046 | Closed |
|
|
CFGS
78
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$127K | -5,274 | Closed |
|
|
SAG
79
SageView Advisory Group
Newport Beach,
California
| – | -$661K | -2,517 | Closed |
|
|
OPTFSNA
80
Old Point Trust & Financial Services N A
Newport News,
Virginia
| – | -$3.7K | -150 | Closed |
|
|
EC
81
EntryPoint Capital
New York
| – | -$2.54K | -103 | Closed |
|
82
BNP Paribas Financial Markets
Paris,
France
| – | -$2.24K | -91 | Closed |
|
|
UB
83
UMB Bank
Kansas City,
Missouri
| – | -$789 | -32 | Closed |
|
PHI Hedge Fund Activity: Q2 2024 in Review
75 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2024, worth a combined $161M — down 2.5% from $165M a quarter earlier.
Fund positioning in PHI was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 29 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.6M. The largest seller was Invesco, cutting an estimated $5.26M.
- 75 institutional investors held PLDT (PHI) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $161M of PLDT stock for Q2 2024, down 2.5% quarter-over-quarter.
- 8 funds opened new PLDT positions in Q2 2024 and 8 closed out, a net change of 0 holders.
- The largest PLDT buyer in Q2 2024 was Morgan Stanley, an estimated $1.6M added.
- The largest PLDT seller in Q2 2024 was Invesco, an estimated $5.26M sold.
Based on aggregated 13F filings for Q2 2024.