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74 hedge funds and large institutions have $214M invested in PLDT in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

6% more funds holding

Funds holding: 7074 (+4)

2% more capital invested

Capital invested by funds: $209M → $214M (+$5.1M)

0.21% less ownership

Funds ownership: 2.97%2.76% (-0.21%)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$109M -$2.42M -71,800 -2%
BlackRock
2
BlackRock
New York
$24.5M -$798K -23,690 -3%
PPA
3
Parametric Portfolio Associates
Washington
$16.8M +$350K +10,390 +2%
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$11M -$2.3M -68,184 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.65M -$736K -21,863 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.88M -$2.15M -63,752 -22%
First Trust Advisors
7
First Trust Advisors
Illinois
$6.57M -$2.33M -69,098 -27%
GC
8
Guggenheim Capital
Illinois
$3.84M +$431K +12,790 +14%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.45M -$552K -16,395 -20%
LSV Asset Management
10
LSV Asset Management
Illinois
$1.99M
PAM
11
Panagora Asset Management
Massachusetts
$1.93M -$937K -27,826 -34%
GF
12
Gabelli Funds
New York
$1.68M
HSBC Holdings
13
HSBC Holdings
United Kingdom
$1.51M +$740K +21,981 New
LPL Financial
14
LPL Financial
California
$892K +$7.78K +231 +0.9%
Bank of America
15
Bank of America
North Carolina
$808K +$209K +6,207 +38%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$805K +$419K +12,433 +123%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$778K -$167K -4,946 -18%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$734K +$51.1K +1,516 +8%
FTDI
19
First Trust Direct Indexing
Massachusetts
$724K -$176K -5,227 -21%
State Street
20
State Street
Massachusetts
$710K -$203K -6,027 -23%
GT
21
Greenleaf Trust
Michigan
$615K +$6.4K +190 +1%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$583K
Legal & General Group
23
Legal & General Group
United Kingdom
$576K -$50.8K -1,509 -9%
LNWWM
24
Laird Norton Wetherby Wealth Management
California
$575K +$33.9K +1,006 +7%
Goldman Sachs
25
Goldman Sachs
New York
$520K +$109K +3,250 +29%

PHI Hedge Fund Activity: Q4 2021 in Review

74 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q4 2021, worth a combined $214M — up 2.4% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PHI positions and 9 closed out — a net gain of 6 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $740K. The largest seller was Renaissance Technologies, cutting an estimated $2.42M.

  • 74 institutional investors held PLDT (PHI) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $214M of PLDT stock for Q4 2021, up 2.4% quarter-over-quarter.
  • 15 funds opened new PLDT positions in Q4 2021 and 9 closed out, a net change of +6 holders.
  • The largest PLDT buyer in Q4 2021 was HSBC Holdings, an estimated $740K added.
  • The largest PLDT seller in Q4 2021 was Renaissance Technologies, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2021.