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PLDT
PHI

78 hedge funds and large institutions have $451M invested in PLDT in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

112% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 17

20% more capital invested

Capital invested by funds: $376M → $451M (+$74.9M)

18% more funds holding

Funds holding: 66 → 78 (+12)

0.38% more ownership

Funds ownership: 8.03% → 8.41% (+0.38%)

Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
36
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$4.06M
2
AL
AJO LP
Pennsylvania
+$4.05M
3
PPA
Parametric Portfolio Associates
Washington
+$3.03M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.96M
5
Northern Trust
Northern Trust
Illinois
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.8M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.56M
3
Invesco
Invesco
Georgia
-$1.53M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.17M
5
Two Sigma Investments
Two Sigma Investments
New York
-$975K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$258M +$869K +36,577 +0.4%
Renaissance Technologies
2
Renaissance Technologies
New York
$75.7M +$2.96M +124,600 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14M +$904K +38,017 +7%
AG
4
Aperio Group
California
$12.8M +$4.06M +170,992 +49%
PPA
5
Parametric Portfolio Associates
Washington
$11.6M +$3.03M +127,676 +37%
VLKIM
6
Van Lanschot Kempen Investment Management
Netherlands
$11.4M -$289K -12,160 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.06M +$290K +12,180 +3%
Northern Trust
8
Northern Trust
Illinois
$8.98M +$2.52M +105,874 +41%
BlackRock
9
BlackRock
New York
$4.46M +$1.61M +67,720 +60%
Wells Fargo
10
Wells Fargo
California
$4.29M +$442K +18,576 +12%
AL
11
AJO LP
Pennsylvania
$4.23M +$4.05M +170,262 New
OAM
12
Oxford Asset Management
United Kingdom
$3.78M +$961K +40,440 +36%
USAA
13
United Services Automobile Association
Texas
$3.49M +$190K +7,990 +6%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$3.09M +$269K +11,310 +10%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$2.71M +$1.35M +56,629 +108%
Bank of America
16
Bank of America
North Carolina
$1.82M +$14K +588 +0.8%
GF
17
Gabelli Funds
New York
$1.71M – – –
Allianz Asset Management
18
Allianz Asset Management
Germany
$1.64M – – –
GC
19
Guggenheim Capital
Illinois
$1.46M -$78.5K -3,301 -5%
MWNA
20
Marshall Wace North America
New York
$1.43M -$171K -7,193 -11%
Goldman Sachs
21
Goldman Sachs
New York
$1.38M +$1.33M +55,751 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.38M +$1.32M +55,519 New
PAM
23
Panagora Asset Management
Massachusetts
$1.09M +$449K +18,910 +76%
State Street
24
State Street
Massachusetts
$1.03M +$110K +4,614 +13%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$779K -$102K -4,300 -12%
1
2 3 4

PHI Hedge Fund Activity: Q2 2019 in Review

78 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2019, worth a combined $451M — up 20% from $376M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PHI positions and 9 closed out — a net gain of 12 holders — while 36 added to existing stakes and 17 trimmed.

The largest buyer was Aperio Group, adding an estimated $4.06M. The largest seller was JP Morgan Chase, cutting an estimated $2.8M.

  • 78 institutional investors held PLDT (PHI) as of Q2 2019, up from 66 in Q1 2019.
  • Funds reported $451M of PLDT stock for Q2 2019, up 20% quarter-over-quarter.
  • 21 funds opened new PLDT positions in Q2 2019 and 9 closed out, a net change of +12 holders.
  • The largest PLDT buyer in Q2 2019 was Aperio Group, an estimated $4.06M added.
  • The largest PLDT seller in Q2 2019 was JP Morgan Chase, an estimated $2.8M sold.

Based on aggregated 13F filings for Q2 2019.