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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: 119121 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$702M +$8.19M +121,378 +1%
MIP
2
Mondrian Investment Partners
United Kingdom
$294M +$19.5M +289,000 +7%
Renaissance Technologies
3
Renaissance Technologies
New York
$152M +$4.49M +66,500 +3%
EIP
4
Epoch Investment Partners
New York
$63.1M +$4.87M +72,089 +8%
CBOA
5
Commonwealth Bank of Australia
Australia
$63.1M +$3.51K +52 +0%
Capital Research Global Investors
6
Capital Research Global Investors
California
$59.5M
JP Morgan Chase
7
JP Morgan Chase
New York
$42.8M -$9.78M -144,839 -19%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$40.2M -$13.7M -202,825 -26%
PP
9
Prudential plc
United Kingdom
$36.1M -$60.8K -900 -0.2%
BA
10
BlackRock Advisors
Delaware
$34.4M +$264K +3,906 +0.8%
State of New Jersey Common Pension Fund D
11
State of New Jersey Common Pension Fund D
New Jersey
$27.7M
VAM
12
Vontobel Asset Management
New York
$19.9M
BG
13
BlackRock Group
United Kingdom
$19.8M +$566K +8,387 +3%
State Street
14
State Street
Massachusetts
$16.9M -$5.89M -87,231 -26%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.7M -$184K -2,722 -1%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$12.4M -$493K -7,300 -4%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$10.9M
Ameriprise
18
Ameriprise
Minnesota
$10.5M +$1.51M +22,409 +17%
USAA
19
United Services Automobile Association
Texas
$10.5M +$971K +14,391 +10%
BSPF
20
British Steel Pension Fund
United Kingdom
$9.43M
SCCM
21
Schafer Cullen Capital Management
New York
$8.92M +$1.03M +15,220 +13%
Norges Bank
22
Norges Bank
Norway
$8.68M
MAA
23
Managed Account Advisors
New Jersey
$8.27M +$336K +4,982 +4%
GF
24
Gabelli Funds
New York
$7.75M
Macquarie Group
25
Macquarie Group
Australia
$7.39M -$47.3K -700 -0.6%

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.