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95 hedge funds and large institutions have $1.41B invested in PLDT in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.95% less ownership

Funds ownership: 11.42%10.47% (-0.95%)

8% less funds holding

Funds holding: 10395 (-8)

9% less capital invested

Capital invested by funds: $1.54B → $1.41B (-$135M)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
95
Holders Change
-8
Holders Change %
-7.77%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
37
Closed
18
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
$668M +$5.95M +93,220 +0.9%
MIP
2
Mondrian Investment Partners
United Kingdom
$343M -$5.72M -89,500 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$143M -$1.06M -16,585 -0.7%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$30.8M +$4.69M +73,431 +17%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$23.8M
PP
6
Prudential plc
United Kingdom
$20.8M +$1.2M +18,800 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.6M +$3.36M +52,660 +25%
AG
8
Aperio Group
California
$9.26M +$734K +11,488 +8%
BSPF
9
British Steel Pension Fund
United Kingdom
$8.91M
State Street
10
State Street
Massachusetts
$8.79M +$587K +9,196 +7%
SCCM
11
Schafer Cullen Capital Management
New York
$8.58M +$1.85M +28,925 +27%
VAM
12
Vontobel Asset Management
New York
$8.32M
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$7.88M
GF
14
Gabelli Funds
New York
$7.64M -$128K -2,000 -2%
USAA
15
United Services Automobile Association
Texas
$7.08M -$3.19M -49,888 -30%
Allianz Asset Management
16
Allianz Asset Management
Germany
$6.76M +$1.11M +17,306 +19%
Ameriprise
17
Ameriprise
Minnesota
$6.76M -$166K -2,597 -2%
Norges Bank
18
Norges Bank
Norway
$6.62M
MAA
19
Managed Account Advisors
New Jersey
$5.41M -$2.79M -43,691 -33%
GC
20
Guggenheim Capital
Illinois
$5.36M -$155K -2,430 -3%
Macquarie Group
21
Macquarie Group
Australia
$5.18M -$76.7K -1,200 -1%
Legal & General Group
22
Legal & General Group
United Kingdom
$4.69M
Wells Fargo
23
Wells Fargo
California
$4.17M -$125K -1,956 -3%
Northern Trust
24
Northern Trust
Illinois
$3.74M -$512K -8,022 -12%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.58M -$268K -4,200 -7%

PHI Hedge Fund Activity: Q2 2015 in Review

95 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2015, worth a combined $1.41B — down 8.7% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PHI and 10 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 27 added.

The largest buyer was Lazard Asset Management, adding an estimated $5.95M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $52.1M sold.

  • 95 institutional investors held PLDT (PHI) as of Q2 2015, down from 103 in Q1 2015.
  • Funds reported $1.41B of PLDT stock for Q2 2015, down 8.7% quarter-over-quarter.
  • 10 funds opened new PLDT positions in Q2 2015 and 18 closed out, a net change of -8 holders.
  • The largest PLDT buyer in Q2 2015 was Lazard Asset Management, an estimated $5.95M added.
  • The largest PLDT seller in Q2 2015 was Epoch Investment Partners, an estimated $52.1M sold.

Based on aggregated 13F filings for Q2 2015.