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69 hedge funds and large institutions have $183M invested in PLDT in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 3.24%3.04% (-0.2%)

3% less capital invested

Capital invested by funds: $188M → $183M (-$5.26M)

7% less funds holding

Funds holding: 7469 (-5)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

45% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 29

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$93.7M -$795K -28,593 -0.8%
AG
2
Aperio Group
California
$17.8M +$1.26M +45,198 +8%
PPA
3
Parametric Portfolio Associates
Washington
$10.7M -$432K -15,521 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.5M -$1.41M -50,617 -12%
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$9.51M +$1.11M +39,876 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.16M +$461K +16,570 +7%
Northern Trust
7
Northern Trust
Illinois
$6.48M -$807K -29,015 -11%
First Trust Advisors
8
First Trust Advisors
Illinois
$3.66M +$743K +26,723 +26%
Morgan Stanley
9
Morgan Stanley
New York
$3.46M -$1.48M -53,246 -30%
PAM
10
Panagora Asset Management
Massachusetts
$2.81M +$497K +17,884 +22%
Goldman Sachs
11
Goldman Sachs
New York
$1.77M -$515K -18,524 -23%
Bank of America
12
Bank of America
North Carolina
$1.75M -$3.25M -116,763 -65%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.38M +$1.35M +48,460 +4,664%
GF
14
Gabelli Funds
New York
$1.31M
GC
15
Guggenheim Capital
Illinois
$1.2M -$284K -10,226 -19%
BDS
16
Banco de Sabadell
Florida
$930K
Invesco
17
Invesco
Georgia
$684K +$682K +24,511 New
State Street
18
State Street
Massachusetts
$655K -$125K -4,491 -16%
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$499K -$3.84K -138 -0.8%
Legal & General Group
20
Legal & General Group
United Kingdom
$493K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$492K +$72.5K +2,607 +17%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$479K +$477K +17,150 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$474K +$473K +16,993 New
HF
24
HRT Financial
New York
$374K -$673K -24,192 -64%
Comerica Bank
25
Comerica Bank
Texas
$342K +$15.3K +551 +5%

PHI Hedge Fund Activity: Q4 2020 in Review

69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2020, worth a combined $183M — down 2.8% from $188M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PHI and 11 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 16 added.

The largest buyer was Osaic Holdings, adding an estimated $1.35M. The largest seller was Jane Street, exiting entirely with an estimated $3.39M sold.

  • 69 institutional investors held PLDT (PHI) as of Q4 2020, down from 74 in Q3 2020.
  • Funds reported $183M of PLDT stock for Q4 2020, down 2.8% quarter-over-quarter.
  • 11 funds opened new PLDT positions in Q4 2020 and 15 closed out, a net change of -4 holders.
  • The largest PLDT buyer in Q4 2020 was Osaic Holdings, an estimated $1.35M added.
  • The largest PLDT seller in Q4 2020 was Jane Street, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2020.