PLDT
118 hedge funds and large institutions have $1.74B invested in PLDT in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
11% more capital invested
Capital invested by funds: $1.58B → $1.74B (+$168M)
4% more funds holding
Funds holding: 113 → 118 (+5)
0.02% more ownership
Funds ownership: 11.95% → 11.98% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$12.4M |
| 2 |
Lazard Asset Management
New York
|
+$9.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$6.9M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$6.26M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$20.6M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$10.1M |
| 3 |
Renaissance Technologies
New York
|
-$5.28M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$2.36M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
-$2.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Envestnet Asset Management
Chicago,
Illinois
| – | -$3K | -45 | Closed |
|
PHI Hedge Fund Activity: Q2 2014 in Review
118 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2014, worth a combined $1.74B — up 11% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PHI positions and 8 closed out — a net gain of 6 holders — while 48 added to existing stakes and 33 trimmed.
The largest buyer was Capital International Investors, adding an estimated $12.4M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $20.6M.
- 118 institutional investors held PLDT (PHI) as of Q2 2014, up from 113 in Q1 2014.
- Funds reported $1.74B of PLDT stock for Q2 2014, up 11% quarter-over-quarter.
- 14 funds opened new PLDT positions in Q2 2014 and 8 closed out, a net change of +6 holders.
- The largest PLDT buyer in Q2 2014 was Capital International Investors, an estimated $12.4M added.
- The largest PLDT seller in Q2 2014 was Commonwealth Bank of Australia, an estimated $20.6M sold.
Based on aggregated 13F filings for Q2 2014.