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72 hedge funds and large institutions have $373M invested in PLDT in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 8.41%7.85% (-0.55%)

8% less funds holding

Funds holding: 7872 (-6)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

17% less capital invested

Capital invested by funds: $451M → $373M (-$77.6M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
31
Closed
13
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
$205M -$24.6M -1,098,490 -11%
Renaissance Technologies
2
Renaissance Technologies
New York
$69.8M +$2.75M +122,800 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.6M +$153K +6,837 +1%
AG
4
Aperio Group
California
$12.1M +$733K +32,787 +6%
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$11.6M +$1.51M +67,500 +15%
PPA
6
Parametric Portfolio Associates
Washington
$9.33M -$984K -44,001 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.06M +$34K +1,519 +0.4%
Northern Trust
8
Northern Trust
Illinois
$6.67M -$1.31M -58,608 -16%
BlackRock
9
BlackRock
New York
$4.15M +$202K +9,013 +5%
AL
10
AJO LP
Pennsylvania
$3.63M -$116K -5,199 -3%
Wells Fargo
11
Wells Fargo
California
$3.03M -$783K -35,017 -20%
OAM
12
Oxford Asset Management
United Kingdom
$2.92M -$438K -19,604 -13%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$2.81M +$71.5K +3,200 +3%
GC
14
Guggenheim Capital
Illinois
$1.7M +$419K +18,738 +32%
Allianz Asset Management
15
Allianz Asset Management
Germany
$1.45M
GF
16
Gabelli Funds
New York
$1.45M -$67.1K -3,000 -4%
Bank of America
17
Bank of America
North Carolina
$1.32M -$292K -13,043 -18%
Morgan Stanley
18
Morgan Stanley
New York
$1.17M +$1.17M +52,527 +7,736%
PAM
19
Panagora Asset Management
Massachusetts
$1.14M +$180K +8,071 +18%
AL
20
Arnhold LLC
New York
$1.1M +$782K +35,000 +233%
Goldman Sachs
21
Goldman Sachs
New York
$1.03M -$197K -8,793 -16%
State Street
22
State Street
Massachusetts
$952K +$40.8K +1,827 +4%
First Trust Advisors
23
First Trust Advisors
Illinois
$836K +$217K +9,728 +34%
MWNA
24
Marshall Wace North America
New York
$755K -$519K -23,235 -40%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$673K +$220K +9,832 +47%

PHI Hedge Fund Activity: Q3 2019 in Review

72 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2019, worth a combined $373M — down 17% from $451M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PHI and 7 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 26 added.

The largest buyer was Renaissance Technologies, adding an estimated $2.75M. The largest seller was Lazard Asset Management, cutting an estimated $24.6M.

  • 72 institutional investors held PLDT (PHI) as of Q3 2019, down from 78 in Q2 2019.
  • Funds reported $373M of PLDT stock for Q3 2019, down 17% quarter-over-quarter.
  • 7 funds opened new PLDT positions in Q3 2019 and 13 closed out, a net change of -6 holders.
  • The largest PLDT buyer in Q3 2019 was Renaissance Technologies, an estimated $2.75M added.
  • The largest PLDT seller in Q3 2019 was Lazard Asset Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.