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PHI

121 hedge funds and large institutions have $1.8B invested in PLDT in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 119 → 121 (+2)

1% more capital invested

Capital invested by funds: $1.79B → $1.8B (+$9.99M)

0.07% more ownership

Funds ownership: 12.24% → 12.31% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 40

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
37
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIP
Mondrian Investment Partners
United Kingdom
+$19.5M
2
Lazard Asset Management
Lazard Asset Management
New York
+$8.19M
3
EIP
Epoch Investment Partners
New York
+$4.87M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.51M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$13.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.78M
3
State Street
State Street
Massachusetts
-$5.89M
4
ICP
Indus Capital Partners
New York
-$5.72M
5
GCC
Guardian Capital (Canada)
Ontario, Canada
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
101
Integrated Wealth Counsel
California
$129K -$7.76K -115 -6%
PTA
102
Pear Tree Advisors
Massachusetts
$123K – – –
CIS
103
Capital International Sarl
California
$115K +$115K +1,700 New
KBC Group
104
KBC Group
Belgium
$87K – – –
TWI
105
Thomas White International
Illinois
$81K – – –
ACM
106
Aviance Capital Management
Florida
$44K -$19K -281 -30%
TRCT
107
Tower Research Capital (TRC)
New York
$39K +$16.2K +240 +73%
AIG
108
American International Group
New York
$38K -$9.45K -140 -20%
FMT
109
First Mercantile Trust
Tennessee
$33K -$473 -7 -1%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$31K – – –
BFA
111
BlackRock Fund Advisors
California
$26K +$1.28K +19 +5%
NES
112
New England Securities
New York
$24K +$3.38K +50 +16%
EFSCE
113
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$9.52K -141 -32%
Creative Planning
114
Creative Planning
Kansas
$20K – – –
EWM
115
Elite Wealth Management
Washington
$14K – – –
WA
116
WFG Advisors
Texas
$14K – – –
US Bancorp
117
US Bancorp
Minnesota
$5K – – –
EWM
118
Evercore Wealth Management
New York
$4K +$3.98K +59 New
PAS
119
Partnervest Advisory Services
California
$3K – – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$2K -$1.22K -18 -41%
LIA
121
LS Investment Advisors
Michigan
$1K – – –
ICP
122
Indus Capital Partners
New York
– -$5.72M -84,310 Closed
CA
123
Commerzbank Aktiengesellschaft
Germany
– -$2.17M -32,000 Closed
ARTA
124
A.R.T. Advisors
New York
– -$874K -12,894 Closed
Millennium Management
125
Millennium Management
New York
– -$836K -12,321 Closed
2 3 4
5
6

PHI Hedge Fund Activity: Q3 2013 in Review

121 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2013, worth a combined $1.8B — up 0.56% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PHI positions and 9 closed out — a net gain of 3 holders — while 37 added to existing stakes and 40 trimmed.

The largest buyer was Mondrian Investment Partners, adding an estimated $19.5M. The largest seller was Neuberger Berman Group, cutting an estimated $13.7M.

  • 121 institutional investors held PLDT (PHI) as of Q3 2013, up from 119 in Q2 2013.
  • Funds reported $1.8B of PLDT stock for Q3 2013, up 0.56% quarter-over-quarter.
  • 12 funds opened new PLDT positions in Q3 2013 and 9 closed out, a net change of +3 holders.
  • The largest PLDT buyer in Q3 2013 was Mondrian Investment Partners, an estimated $19.5M added.
  • The largest PLDT seller in Q3 2013 was Neuberger Berman Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2013.