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PLDT
PHI

66 hedge funds and large institutions have $376M invested in PLDT in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 9

19% more capital invested

Capital invested by funds: $315M → $376M (+$61.2M)

1.23% more ownership

Funds ownership: 6.8% → 8.03% (+1.2%)

6% less funds holding

Funds holding: 70 → 66 (-4)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
39
Reduced
9
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$38M
2
AG
Aperio Group
California
+$2.67M
3
BlackRock
BlackRock
New York
+$2.52M
4
Northern Trust
Northern Trust
Illinois
+$2.44M
5
OAM
Oxford Asset Management
United Kingdom
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$2.99M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$1.2M
3
BSPF
British Steel Pension Fund
United Kingdom
-$1.16M
4
SEI Investments
SEI Investments
Pennsylvania
-$752K
5
Jane Street
Jane Street
New York
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$225M +$38M +1,689,657 +19%
Renaissance Technologies
2
Renaissance Technologies
New York
$63.4M +$1.71M +76,200 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.4M +$1.66M +73,960 +16%
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$10.2M -$1.2M -53,252 -10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.65M +$660K +29,370 +9%
AG
6
Aperio Group
California
$7.49M +$2.67M +118,729 +52%
PPA
7
Parametric Portfolio Associates
Washington
$7.38M +$1.73M +77,091 +29%
Northern Trust
8
Northern Trust
Illinois
$5.55M +$2.44M +108,293 +73%
Wells Fargo
9
Wells Fargo
California
$3.34M +$1.52M +67,521 +78%
USAA
10
United Services Automobile Association
Texas
$2.88M +$1.21M +53,800 +68%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.71M +$2.2M +97,914 +360%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$2.45M +$537K +23,900 +27%
BlackRock
13
BlackRock
New York
$2.43M +$2.52M +111,996 New
OAM
14
Oxford Asset Management
United Kingdom
$2.42M +$2.25M +100,035 +852%
Marshall Wace
15
Marshall Wace
United Kingdom
$1.84M +$1.14M +50,664 +148%
Bank of America
16
Bank of America
North Carolina
$1.57M +$605K +26,900 +59%
Invesco
17
Invesco
Georgia
$1.53M +$1.59M +70,627 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.52M +$417K +18,547 +36%
GF
19
Gabelli Funds
New York
$1.5M -$89.9K -4,000 -5%
Allianz Asset Management
20
Allianz Asset Management
Germany
$1.43M +$459K +20,400 +45%
MWNA
21
Marshall Wace North America
New York
$1.4M +$1.39M +61,647 +1,989%
GC
22
Guggenheim Capital
Illinois
$1.34M -$463K -20,579 -25%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.25M +$1.3M +57,926 New
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.13M +$482K +21,449 +69%
Millennium Management
25
Millennium Management
New York
$811K +$842K +37,440 New
1
2 3 4

PHI Hedge Fund Activity: Q1 2019 in Review

66 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2019, worth a combined $376M — up 19% from $315M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PHI and 12 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 39 added.

The largest buyer was Lazard Asset Management, adding an estimated $38M. The largest seller was Charles Schwab, exiting entirely with an estimated $2.99M sold.

  • 66 institutional investors held PLDT (PHI) as of Q1 2019, down from 70 in Q4 2018.
  • Funds reported $376M of PLDT stock for Q1 2019, up 19% quarter-over-quarter.
  • 12 funds opened new PLDT positions in Q1 2019 and 16 closed out, a net change of -4 holders.
  • The largest PLDT buyer in Q1 2019 was Lazard Asset Management, an estimated $38M added.
  • The largest PLDT seller in Q1 2019 was Charles Schwab, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2019.