PLDT
PHI
70 hedge funds and large institutions have $209M invested in PLDT in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 13 closing their positions.
7% more capital invested
Capital invested by funds: $194M → $209M (+$14.5M)
0.46% less ownership
Funds ownership: 3.42% → 2.97% (-0.46%)
8% less funds holding
Funds holding: 76 → 70 (-6)
22% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 27
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
StoneX Group
New York
|
+$1.17M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$882K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$551K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$514K |
| 5 |
BlackRock
New York
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$8.91M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$4.41M |
| 3 |
Renaissance Technologies
New York
|
-$3M |
| 4 |
Goldman Sachs
New York
|
-$2.88M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$1.49M |
PHI Hedge Fund Activity: Q3 2021 in Review
70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2021, worth a combined $209M — up 7.4% from $194M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PHI and 7 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 21 added.
The largest buyer was StoneX Group, opening a new position worth an estimated $1.17M. The largest seller was Crossmark Global Holdings, cutting an estimated $8.91M.
- 70 institutional investors held PLDT (PHI) as of Q3 2021, down from 76 in Q2 2021.
- Funds reported $209M of PLDT stock for Q3 2021, up 7.4% quarter-over-quarter.
- 7 funds opened new PLDT positions in Q3 2021 and 13 closed out, a net change of -6 holders.
- The largest PLDT buyer in Q3 2021 was StoneX Group, an estimated $1.17M added.
- The largest PLDT seller in Q3 2021 was Crossmark Global Holdings, an estimated $8.91M sold.
Based on aggregated 13F filings for Q3 2021.