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100 hedge funds and large institutions have $1.58B invested in PLDT in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 11.83%11.54% (-0.29%)

10% less capital invested

Capital invested by funds: $1.76B → $1.58B (-$184M)

16% less funds holding

Funds holding: 119100 (-19)

28% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 39

67% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 27

Holders
100
Holders Change
-19
Holders Change %
-15.97%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
28
Reduced
39
Closed
27
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
$667M +$158K +2,378 +0%
MIP
2
Mondrian Investment Partners
United Kingdom
$352M +$6.28M +94,772 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$148M +$2.83M +42,690 +2%
EIP
4
Epoch Investment Partners
New York
$95.6M +$1.18M +17,791 +1%
Capital International Investors
5
Capital International Investors
California
$25.1M +$3.96M +59,700 +18%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$25.1M
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$22.7M
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$20.7M +$3.89M +58,700 +22%
PP
9
Prudential plc
United Kingdom
$19.9M +$358K +5,400 +2%
State Street
10
State Street
Massachusetts
$13.2M -$6.88M -103,834 -33%
USAA
11
United Services Automobile Association
Texas
$11.3M
MAA
12
Managed Account Advisors
New Jersey
$10.8M -$2.67M -40,243 -19%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$9.73M +$4.29M +64,712 +73%
BSPF
14
British Steel Pension Fund
United Kingdom
$9.05M
VAM
15
Vontobel Asset Management
New York
$8.46M
RJA
16
Raymond James & Associates
Florida
$8.4M +$478K +7,207 +6%
Canada Pension Plan Investment Board
17
Canada Pension Plan Investment Board
Ontario, Canada
$8M
GF
18
Gabelli Funds
New York
$7.88M -$133K -2,000 -2%
AG
19
Aperio Group
California
$7.32M -$421K -6,345 -5%
Ameriprise
20
Ameriprise
Minnesota
$7.04M -$2.24M -33,797 -23%
Norges Bank
21
Norges Bank
Norway
$6.73M
Allianz Asset Management
22
Allianz Asset Management
Germany
$5.84M -$187K -2,822 -3%
Macquarie Group
23
Macquarie Group
Australia
$5.7M -$497K -7,500 -8%
GC
24
Guggenheim Capital
Illinois
$5.37M -$508K -7,658 -8%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$5.34M +$652K +9,840 +13%

PHI Hedge Fund Activity: Q4 2014 in Review

100 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2014, worth a combined $1.58B — down 10% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PHI and 9 opened new positions — a net loss of 18 holders — while 39 trimmed existing stakes and 28 added.

The largest buyer was Mondrian Investment Partners, adding an estimated $6.28M. The largest seller was Janus Henderson Group, cutting an estimated $12.3M.

  • 100 institutional investors held PLDT (PHI) as of Q4 2014, down from 119 in Q3 2014.
  • Funds reported $1.58B of PLDT stock for Q4 2014, down 10% quarter-over-quarter.
  • 9 funds opened new PLDT positions in Q4 2014 and 27 closed out, a net change of -18 holders.
  • The largest PLDT buyer in Q4 2014 was Mondrian Investment Partners, an estimated $6.28M added.
  • The largest PLDT seller in Q4 2014 was Janus Henderson Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2014.