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63 hedge funds and large institutions have $652M invested in PLDT in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 8 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: 9.85%9.45% (-0.4%)

3% less funds holding

Funds holding: 6563 (-2)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

13% less capital invested

Capital invested by funds: $752M → $652M (-$99.8M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
20
Reduced
23
Closed
8
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
$313M -$13.2M -397,463 -4%
MIP
2
Mondrian Investment Partners
United Kingdom
$161M -$17.2M -516,919 -9%
Renaissance Technologies
3
Renaissance Technologies
New York
$80.6M -$606K -18,200 -0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.4M +$234K +7,015 +2%
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$10.5M -$453K -13,600 -4%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$9.04M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.91M +$688K +20,650 +13%
PPA
8
Parametric Portfolio Associates
Washington
$5.87M +$797K +23,932 +15%
Northern Trust
9
Northern Trust
Illinois
$5.3M +$461K +13,842 +9%
BSPF
10
British Steel Pension Fund
United Kingdom
$4.56M
Bank of America
11
Bank of America
North Carolina
$4.42M +$913K +27,429 +25%
AG
12
Aperio Group
California
$3.99M +$247K +7,415 +6%
GF
13
Gabelli Funds
New York
$3.86M -$200K -6,000 -5%
Ameriprise
14
Ameriprise
Minnesota
$3.21M -$236K -7,093 -7%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$3.08M
USAA
16
United Services Automobile Association
Texas
$2.46M -$216K -6,500 -8%
Wells Fargo
17
Wells Fargo
California
$2.37M +$164K +4,923 +7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.14M -$48K -1,443 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.64M +$8.49K +255 +0.5%
UBS Group
20
UBS Group
Switzerland
$1.6M +$777K +23,352 +88%
Macquarie Group
21
Macquarie Group
Australia
$1.54M -$81K -2,432 -5%
PAM
22
Panagora Asset Management
Massachusetts
$1.5M +$793K +23,819 +103%
Jane Street
23
Jane Street
New York
$1.46M +$1.52M +45,643 New
State Street
24
State Street
Massachusetts
$1.4M -$59.5K -1,787 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.39M

PHI Hedge Fund Activity: Q3 2017 in Review

63 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2017, worth a combined $652M — down 13% from $752M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PHI and 6 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 20 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.52M. The largest seller was Mondrian Investment Partners, cutting an estimated $17.2M.

  • 63 institutional investors held PLDT (PHI) as of Q3 2017, down from 65 in Q2 2017.
  • Funds reported $652M of PLDT stock for Q3 2017, down 13% quarter-over-quarter.
  • 6 funds opened new PLDT positions in Q3 2017 and 8 closed out, a net change of -2 holders.
  • The largest PLDT buyer in Q3 2017 was Jane Street, an estimated $1.52M added.
  • The largest PLDT seller in Q3 2017 was Mondrian Investment Partners, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2017.