PLDT
62 hedge funds and large institutions have $384M invested in PLDT in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 11 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
8% more capital invested
Capital invested by funds: $357M → $384M (+$27M)
0.16% less ownership
Funds ownership: 7.07% → 6.91% (-0.16%)
5% less funds holding
Funds holding: 65 → 62 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.74M |
| 2 |
Renaissance Technologies
New York
|
+$3.5M |
| 3 |
AG
Aperio Group
Sausalito,
California
|
+$1.14M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$879K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$3.94M |
| 2 |
Lazard Asset Management
New York
|
-$2.63M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.31M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.14M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$1.53M |
PHI Hedge Fund Activity: Q3 2018 in Review
62 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2018, worth a combined $384M — up 7.5% from $357M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PHI and 9 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 22 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $3.74M. The largest seller was Mondrian Investment Partners, exiting entirely with an estimated $3.94M sold.
- 62 institutional investors held PLDT (PHI) as of Q3 2018, down from 65 in Q2 2018.
- Funds reported $384M of PLDT stock for Q3 2018, up 7.5% quarter-over-quarter.
- 9 funds opened new PLDT positions in Q3 2018 and 11 closed out, a net change of -2 holders.
- The largest PLDT buyer in Q3 2018 was Parametric Portfolio Associates, an estimated $3.74M added.
- The largest PLDT seller in Q3 2018 was Mondrian Investment Partners, an estimated $3.94M sold.
Based on aggregated 13F filings for Q3 2018.