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84 hedge funds and large institutions have $1B invested in PLDT in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.4% less ownership

Funds ownership: 10.47%10.07% (-0.4%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

12% less funds holding

Funds holding: 9584 (-11)

29% less capital invested

Capital invested by funds: $1.41B → $1B (-$405M)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
84
Holders Change
-11
Holders Change %
-11.58%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
24
Reduced
26
Closed
24
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
$471M -$29.5M -519,560 -5%
MIP
2
Mondrian Investment Partners
United Kingdom
$255M +$846K +14,900 +0.3%
Renaissance Technologies
3
Renaissance Technologies
New York
$106M -$205K -3,615 -0.2%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$22.6M -$625K -11,001 -2%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$15.1M -$3.13M -55,100 -14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$14.8M +$3.05M +53,682 +20%
PP
7
Prudential plc
United Kingdom
$10.1M -$6.46M -113,700 -34%
AG
8
Aperio Group
California
$6.83M -$33.3K -586 -0.4%
State Street
9
State Street
Massachusetts
$6.28M -$283K -4,993 -4%
VAM
10
Vontobel Asset Management
New York
$6.17M
SCCM
11
Schafer Cullen Capital Management
New York
$6.03M -$399K -7,031 -5%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$5.83M
GF
13
Gabelli Funds
New York
$5.66M
Allianz Asset Management
14
Allianz Asset Management
Germany
$5.34M +$403K +7,100 +7%
Ameriprise
15
Ameriprise
Minnesota
$5.14M +$163K +2,874 +3%
Bank of America
16
Bank of America
North Carolina
$4.97M +$5.73M +100,977 +1,488%
USAA
17
United Services Automobile Association
Texas
$4.69M -$681K -12,000 -11%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.54M +$2.88M +50,744 +106%
GC
19
Guggenheim Capital
Illinois
$4M +$28.7K +506 +0.6%
Northern Trust
20
Northern Trust
Illinois
$3.76M +$1.21M +21,279 +35%
Legal & General Group
21
Legal & General Group
United Kingdom
$3.35M -$159K -2,800 -4%
Macquarie Group
22
Macquarie Group
Australia
$3.15M -$852K -15,000 -18%
Wells Fargo
23
Wells Fargo
California
$3.09M +$5.34K +94 +0.1%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.65M -$11.4K -200 -0.3%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$2.36M -$265K -4,671 -8%

PHI Hedge Fund Activity: Q3 2015 in Review

84 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2015, worth a combined $1B — down 29% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PHI and 15 opened new positions — a net loss of 9 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Bank of America, adding an estimated $5.73M. The largest seller was Lazard Asset Management, cutting an estimated $29.5M.

  • 84 institutional investors held PLDT (PHI) as of Q3 2015, down from 95 in Q2 2015.
  • Funds reported $1B of PLDT stock for Q3 2015, down 29% quarter-over-quarter.
  • 15 funds opened new PLDT positions in Q3 2015 and 24 closed out, a net change of -9 holders.
  • The largest PLDT buyer in Q3 2015 was Bank of America, an estimated $5.73M added.
  • The largest PLDT seller in Q3 2015 was Lazard Asset Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q3 2015.