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72 hedge funds and large institutions have $181M invested in PLDT in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

4% more funds holding

Funds holding: 6972 (+3)

0.16% more ownership

Funds ownership: 3.04%3.2% (+0.16%)

1% less capital invested

Capital invested by funds: $183M → $181M (-$2.31M)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
23
Reduced
16
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
$85.1M -$2.83M -101,100 -3%
BlackRock
2
BlackRock
New York
$17.7M +$18.9M +676,829 New
First Trust Advisors
3
First Trust Advisors
Illinois
$13.1M +$10.3M +369,281 +282%
PPA
4
Parametric Portfolio Associates
Washington
$10.6M +$591K +21,108 +5%
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$9.94M +$1.09M +39,008 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.26M -$630K -22,505 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.68M +$1.04M +37,137 +14%
Northern Trust
8
Northern Trust
Illinois
$4.58M -$1.59M -56,898 -25%
PAM
9
Panagora Asset Management
Massachusetts
$2.62M -$10.8K -387 -0.4%
Goldman Sachs
10
Goldman Sachs
New York
$1.66M
Marshall Wace
11
Marshall Wace
United Kingdom
$1.65M +$1.77M +63,232 New
GC
12
Guggenheim Capital
Illinois
$1.46M +$366K +13,075 +31%
GF
13
Gabelli Funds
New York
$1.23M
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.02M +$613K +21,900 +128%
BDS
15
Banco de Sabadell
Florida
$976K +$112K +3,990 +12%
Morgan Stanley
16
Morgan Stanley
New York
$968K -$2.44M -87,172 -70%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$956K +$547K +19,561 +115%
II
18
Inspire Investing
Idaho
$819K +$876K +31,293 New
State Street
19
State Street
Massachusetts
$667K +$36.2K +1,295 +6%
Allianz Asset Management
20
Allianz Asset Management
Germany
$556K +$387K +13,822 +186%
LPL Financial
21
LPL Financial
California
$555K +$594K +21,221 New
Bank of America
22
Bank of America
North Carolina
$483K -$1.24M -44,336 -71%
Legal & General Group
23
Legal & General Group
United Kingdom
$461K
MWNA
24
Marshall Wace North America
New York
$458K +$490K +17,517 New
LNWWM
25
Laird Norton Wetherby Wealth Management
California
$450K -$19.2K -687 -4%

PHI Hedge Fund Activity: Q1 2021 in Review

72 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2021, worth a combined $181M — down 1.3% from $183M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PHI positions and 15 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $18.9M. The largest seller was Renaissance Technologies, cutting an estimated $2.83M.

  • 72 institutional investors held PLDT (PHI) as of Q1 2021, up from 69 in Q4 2020.
  • Funds reported $181M of PLDT stock for Q1 2021, down 1.3% quarter-over-quarter.
  • 19 funds opened new PLDT positions in Q1 2021 and 15 closed out, a net change of +4 holders.
  • The largest PLDT buyer in Q1 2021 was BlackRock, an estimated $18.9M added.
  • The largest PLDT seller in Q1 2021 was Renaissance Technologies, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2021.