PLDT
64 hedge funds and large institutions have $726M invested in PLDT in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 11 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
17% more capital invested
Capital invested by funds: $622M → $726M (+$104M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less ownership
Funds ownership: 10.46% → 10.45% (-0%)
9% less funds holding
Funds holding: 70 → 64 (-6)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$19.2M |
| 2 |
Barclays
London,
United Kingdom
|
+$2.88M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.62M |
| 4 |
AG
Aperio Group
Sausalito,
California
|
+$1.25M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$960K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$12.4M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$2.88M |
| 3 |
JP Morgan Chase
New York
|
-$2.68M |
| 4 |
Two Sigma Investments
New York
|
-$2.55M |
| 5 |
Renaissance Technologies
New York
|
-$2.08M |
PHI Hedge Fund Activity: Q1 2017 in Review
64 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2017, worth a combined $726M — up 17% from $622M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PHI and 7 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 24 added.
The largest buyer was Lazard Asset Management, adding an estimated $19.2M. The largest seller was Mondrian Investment Partners, cutting an estimated $12.4M.
- 64 institutional investors held PLDT (PHI) as of Q1 2017, down from 70 in Q4 2016.
- Funds reported $726M of PLDT stock for Q1 2017, up 17% quarter-over-quarter.
- 7 funds opened new PLDT positions in Q1 2017 and 11 closed out, a net change of -4 holders.
- The largest PLDT buyer in Q1 2017 was Lazard Asset Management, an estimated $19.2M added.
- The largest PLDT seller in Q1 2017 was Mondrian Investment Partners, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2017.