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PLDT
PHI

67 hedge funds and large institutions have $556M invested in PLDT in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.2% less ownership

Funds ownership: 9.33% → 9.13% (-0.2%)

8% less capital invested

Capital invested by funds: $606M → $556M (-$50.6M)

13% less funds holding

Funds holding: 77 → 67 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
67
Holders Change
-10
Holders Change %
-12.99%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
15
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$3.18M
2
AG
Aperio Group
California
+$1.64M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.17M
4
Bank of America
Bank of America
North Carolina
+$916K
5
BDS
Banco de Sabadell
Florida
+$768K

Top Sellers

Rank Fund Capital Flow
1
MIP
Mondrian Investment Partners
United Kingdom
-$11.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.75M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$1.35M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$1.32M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$274M +$3.18M +108,999 +1%
MIP
2
Mondrian Investment Partners
United Kingdom
$122M -$11.7M -399,462 -8%
Renaissance Technologies
3
Renaissance Technologies
New York
$70.7M -$374K -12,800 -0.5%
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$12.8M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$10.8M +$414K +14,160 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.03M +$1.17M +40,078 +19%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$5.57M -$1.35M -46,100 -19%
PPA
8
Parametric Portfolio Associates
Washington
$5.3M +$684K +23,418 +14%
Northern Trust
9
Northern Trust
Illinois
$4.76M +$490K +16,788 +11%
AG
10
Aperio Group
California
$4.76M +$1.64M +56,047 +50%
BSPF
11
British Steel Pension Fund
United Kingdom
$4.3M – – –
Bank of America
12
Bank of America
North Carolina
$3.77M +$916K +31,353 +31%
GF
13
Gabelli Funds
New York
$3.06M – – –
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$2.73M – – –
Wells Fargo
15
Wells Fargo
California
$2.53M +$390K +13,354 +18%
USAA
16
United Services Automobile Association
Texas
$2.22M +$356K +12,200 +18%
GC
17
Guggenheim Capital
Illinois
$2.19M +$519K +17,753 +30%
Ameriprise
18
Ameriprise
Minnesota
$1.96M -$840K -28,760 -29%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$1.72M -$149K -5,100 -8%
State Street
20
State Street
Massachusetts
$1.29M +$31K +1,060 +2%
PAM
21
Panagora Asset Management
Massachusetts
$1.22M -$704K -24,111 -36%
Macquarie Group
22
Macquarie Group
Australia
$1.11M -$262K -8,954 -19%
AA
23
ALPS Advisors
Colorado
$1.08M +$196K +6,715 +22%
SEI Investments
24
SEI Investments
Pennsylvania
$849K +$87.6K +3,000 +11%
UBS Group
25
UBS Group
Switzerland
$840K +$80.9K +2,771 +10%
1
2 3 4

PHI Hedge Fund Activity: Q1 2018 in Review

67 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2018, worth a combined $556M — down 8.3% from $606M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PHI and 9 opened new positions — a net loss of 10 holders — while 15 trimmed existing stakes and 25 added.

The largest buyer was Lazard Asset Management, adding an estimated $3.18M. The largest seller was Mondrian Investment Partners, cutting an estimated $11.7M.

  • 67 institutional investors held PLDT (PHI) as of Q1 2018, down from 77 in Q4 2017.
  • Funds reported $556M of PLDT stock for Q1 2018, down 8.3% quarter-over-quarter.
  • 9 funds opened new PLDT positions in Q1 2018 and 19 closed out, a net change of -10 holders.
  • The largest PLDT buyer in Q1 2018 was Lazard Asset Management, an estimated $3.18M added.
  • The largest PLDT seller in Q1 2018 was Mondrian Investment Partners, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2018.