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80 hedge funds and large institutions have $214M invested in PLDT in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

8% more funds holding

Funds holding: 7480 (+6)

0% more capital invested

Capital invested by funds: $214M → $214M (+$413K)

0.05% more ownership

Funds ownership: 2.76%2.82% (+0.05%)

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$105M -$1.9M -53,300 -2%
BlackRock
2
BlackRock
New York
$25.2M +$1.14M +32,027 +5%
PPA
3
Parametric Portfolio Associates
Washington
$17.8M +$1.24M +34,834 +7%
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$10.8M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.87M -$622K -17,478 -6%
First Trust Advisors
6
First Trust Advisors
Illinois
$7.46M +$1.02M +28,564 +16%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.37M -$392K -11,015 -5%
GC
8
Guggenheim Capital
Illinois
$3.41M -$370K -10,388 -10%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.39M -$14K -393 -0.6%
PAM
10
Panagora Asset Management
Massachusetts
$1.66M -$244K -6,856 -13%
GF
11
Gabelli Funds
New York
$1.65M
HSBC Holdings
12
HSBC Holdings
United Kingdom
$1.58M +$189K +5,312 +24%
VEA
13
Virtus ETF Advisers
New York
$1.52M +$1.54M +43,314 New
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.28M +$973K +27,348 +303%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.17M +$409K +11,497 +53%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1M +$213K +5,979 +27%
LPL Financial
17
LPL Financial
California
$864K -$14.2K -400 -2%
Millennium Management
18
Millennium Management
New York
$852K +$863K +24,260 New
State Street
19
State Street
Massachusetts
$798K +$83.1K +2,335 +12%
FTDI
20
First Trust Direct Indexing
Massachusetts
$716K +$3.63K +102 +0.5%
Bank of America
21
Bank of America
North Carolina
$689K -$107K -2,996 -13%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$662K -$60K -1,687 -8%
GT
23
Greenleaf Trust
Michigan
$604K -$1.35K -38 -0.2%
LNWWM
24
Laird Norton Wetherby Wealth Management
California
$586K +$20.7K +581 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$565K

PHI Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q1 2022, worth a combined $214M — up 0.19% from $214M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PHI positions and 7 closed out — a net gain of 6 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was Virtus ETF Advisers, opening a new position worth an estimated $1.54M. The largest seller was LSV Asset Management, exiting entirely with an estimated $1.99M sold.

  • 80 institutional investors held PLDT (PHI) as of Q1 2022, up from 74 in Q4 2021.
  • Funds reported $214M of PLDT stock for Q1 2022, up 0.19% quarter-over-quarter.
  • 13 funds opened new PLDT positions in Q1 2022 and 7 closed out, a net change of +6 holders.
  • The largest PLDT buyer in Q1 2022 was Virtus ETF Advisers, an estimated $1.54M added.
  • The largest PLDT seller in Q1 2022 was LSV Asset Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2022.