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65 hedge funds and large institutions have $752M invested in PLDT in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 6465 (+1)

3% more capital invested

Capital invested by funds: $726M → $752M (+$25.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.6% less ownership

Funds ownership: 10.45%9.85% (-0.6%)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
22
Reduced
18
Closed
5
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
$360M +$1.07M +30,397 +0.3%
MIP
2
Mondrian Investment Partners
United Kingdom
$197M -$38.2M -1,080,733 -16%
Renaissance Technologies
3
Renaissance Technologies
New York
$89.8M -$2.51M -71,200 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.3M
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$12.1M -$953K -27,000 -7%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$10M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.81M -$930K -26,346 -14%
PPA
8
Parametric Portfolio Associates
Washington
$5.65M +$41.5K +1,176 +0.7%
Northern Trust
9
Northern Trust
Illinois
$5.38M +$721K +20,426 +15%
BSPF
10
British Steel Pension Fund
United Kingdom
$5.05M
GF
11
Gabelli Funds
New York
$4.48M +$106K +3,000 +2%
AG
12
Aperio Group
California
$4.15M +$555K +15,728 +15%
Bank of America
13
Bank of America
North Carolina
$3.92M +$159K +4,498 +4%
Ameriprise
14
Ameriprise
Minnesota
$3.81M -$522K -14,780 -12%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$3.4M +$2.34M +66,409 +221%
USAA
16
United Services Automobile Association
Texas
$2.95M -$275K -7,800 -9%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$2.75M
Wells Fargo
18
Wells Fargo
California
$2.45M +$214K +6,062 +10%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$2.42M +$847 +24 +0%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.8M -$389K -11,028 -18%
Macquarie Group
21
Macquarie Group
Australia
$1.79M -$586K -16,600 -25%
State Street
22
State Street
Massachusetts
$1.61M -$75.7K -2,144 -4%
GC
23
Guggenheim Capital
Illinois
$1.56M -$244K -6,915 -14%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.54M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.28M +$347K +9,832 +37%

PHI Hedge Fund Activity: Q2 2017 in Review

65 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2017, worth a combined $752M — up 3.5% from $726M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PHI positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $2.34M. The largest seller was Mondrian Investment Partners, cutting an estimated $38.2M.

  • 65 institutional investors held PLDT (PHI) as of Q2 2017, up from 64 in Q1 2017.
  • Funds reported $752M of PLDT stock for Q2 2017, up 3.5% quarter-over-quarter.
  • 6 funds opened new PLDT positions in Q2 2017 and 5 closed out, a net change of +1 holder.
  • The largest PLDT buyer in Q2 2017 was Canada Pension Plan Investment Board, an estimated $2.34M added.
  • The largest PLDT seller in Q2 2017 was Mondrian Investment Partners, an estimated $38.2M sold.

Based on aggregated 13F filings for Q2 2017.