PLDT
125 hedge funds and large institutions have $1.61B invested in PLDT in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
3% more funds holding
Funds holding: 121 → 125 (+4)
0.09% more ownership
Funds ownership: 12.31% → 12.4% (+0.09%)
5% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 41
11% less capital invested
Capital invested by funds: $1.8B → $1.61B (-$192M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$57.2M |
| 2 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$47.1M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$23.1M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$20.3M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$9.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$45.4M |
| 2 |
Neuberger Berman Group
New York
|
-$40.2M |
| 3 |
JP Morgan Chase
New York
|
-$33.8M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$26.9M |
| 5 |
Lazard Asset Management
New York
|
-$18.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LIA
126
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1K | – | – | – |
|
|
127
Neuberger Berman Group
New York
| – | -$40.2M | -592,114 | Closed |
|
|
BIM
128
BlackRock Investment Management
Wilmington,
Delaware
| – | -$1.65M | -24,384 | Closed |
|
129
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.16M | -17,100 | Closed |
|
|
IG
130
ING Group
Amsterdam,
Netherlands
| – | -$714K | -10,530 | Closed |
|
131
Asset Management One
Tokyo,
Japan
| – | -$404K | -5,959 | Closed |
|
132
BlackRock
New York
| – | -$394K | -5,813 | Closed |
|
133
Wellington Management Group
Boston,
Massachusetts
| – | -$235K | -3,457 | Closed |
|
|
OC
134
Oppenheimer & Co
New York
| – | -$204K | -3,000 | Closed |
|
135
Boston Partners
Boston,
Massachusetts
| – | -$201K | -2,964 | Closed |
|
|
EWM
136
Evercore Wealth Management
New York
| – | -$4K | -59 | Closed |
|
PHI Hedge Fund Activity: Q4 2013 in Review
125 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2013, worth a combined $1.61B — down 11% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PHI positions and 11 closed out — a net gain of 5 holders — while 39 added to existing stakes and 41 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $57.2M. The largest seller was Capital Research Global Investors, cutting an estimated $45.4M.
- 125 institutional investors held PLDT (PHI) as of Q4 2013, up from 121 in Q3 2013.
- Funds reported $1.61B of PLDT stock for Q4 2013, down 11% quarter-over-quarter.
- 16 funds opened new PLDT positions in Q4 2013 and 11 closed out, a net change of +5 holders.
- The largest PLDT buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $57.2M added.
- The largest PLDT seller in Q4 2013 was Capital Research Global Investors, an estimated $45.4M sold.
Based on aggregated 13F filings for Q4 2013.