We are live on ! Find out more
PHI icon

PLDT
PHI

75 hedge funds and large institutions have $175M invested in PLDT in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 72 → 75 (+3)

3.8% less ownership

Funds ownership: 7.85% → 4.05% (-3.8%)

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

53% less capital invested

Capital invested by funds: $373M → $175M (-$198M)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$14.5M
2
Marshall Wace
Marshall Wace
United Kingdom
+$4.15M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.51M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.21M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$195M
2
Northern Trust
Northern Trust
Illinois
-$3.08M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.81M
4
Wells Fargo
Wells Fargo
California
-$2M
5
BlackRock
BlackRock
New York
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$65.5M +$2.21M +105,762 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$14.1M +$14.5M +694,257 +6,663%
VLKIM
3
Van Lanschot Kempen Investment Management
Netherlands
$12.3M +$1.83M +87,580 +17%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.6M +$133K +6,369 +1%
AG
5
Aperio Group
California
$11.4M +$443K +21,140 +4%
PPA
6
Parametric Portfolio Associates
Washington
$8.01M -$492K -23,512 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.18M -$153K -7,293 -2%
Marshall Wace
8
Marshall Wace
United Kingdom
$4.05M +$4.15M +198,186 +4,401%
AL
9
AJO LP
Pennsylvania
$3.25M -$54.3K -2,595 -2%
Northern Trust
10
Northern Trust
Illinois
$3.12M -$3.08M -146,893 -48%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.4M +$2.51M +120,093 New
BlackRock
12
BlackRock
New York
$2.34M -$1.5M -71,456 -38%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$2.02M +$2.12M +101,045 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.94M +$1.44M +68,753 +242%
OAM
15
Oxford Asset Management
United Kingdom
$1.89M -$799K -38,151 -29%
Morgan Stanley
16
Morgan Stanley
New York
$1.56M +$516K +24,658 +46%
PAM
17
Panagora Asset Management
Massachusetts
$1.45M +$431K +20,582 +40%
AL
18
Arnhold LLC
New York
$1.4M +$419K +20,000 +40%
GF
19
Gabelli Funds
New York
$1.32M – – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.3M +$1.36M +65,145 New
GC
21
Guggenheim Capital
Illinois
$1.24M -$320K -15,306 -20%
Allianz Asset Management
22
Allianz Asset Management
Germany
$1.21M -$118K -5,644 -9%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.16M +$424K +20,240 +53%
Deutsche Bank
24
Deutsche Bank
Germany
$908K +$585K +27,918 +159%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$862K +$264K +12,600 +41%
1
2 3 4

PHI Hedge Fund Activity: Q4 2019 in Review

75 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2019, worth a combined $175M — down 53% from $373M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PHI positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $14.5M. The largest seller was Lazard Asset Management, cutting an estimated $195M.

  • 75 institutional investors held PLDT (PHI) as of Q4 2019, up from 72 in Q3 2019.
  • Funds reported $175M of PLDT stock for Q4 2019, down 53% quarter-over-quarter.
  • 11 funds opened new PLDT positions in Q4 2019 and 7 closed out, a net change of +4 holders.
  • The largest PLDT buyer in Q4 2019 was JP Morgan Chase, an estimated $14.5M added.
  • The largest PLDT seller in Q4 2019 was Lazard Asset Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2019.