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PLDT
PHI

70 hedge funds and large institutions have $142M invested in PLDT in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0.23% less ownership

Funds ownership: 2.82% → 2.59% (-0.23%)

18% less funds holding

Funds holding: 85 → 70 (-15)

24% less capital invested

Capital invested by funds: $186M → $142M (-$44.1M)

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
70
Holders Change
-15
Holders Change %
-17.65%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
25
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.61M
2
BlackRock
BlackRock
New York
+$1.61M
3
NIA
NIA Impact Advisors
California
+$1.37M
4
OP
Oldfield Partners
United Kingdom
+$974K
5
First Trust Advisors
First Trust Advisors
Illinois
+$563K

Top Sellers

Rank Fund Capital Flow
1
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$6.8M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.45M
4
Millennium Management
Millennium Management
New York
-$917K
5
Goldman Sachs
Goldman Sachs
New York
-$839K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$71.3M -$5.32M -180,900 -6%
BlackRock
2
BlackRock
New York
$20.4M +$1.61M +54,583 +7%
Morgan Stanley
3
Morgan Stanley
New York
$14.5M +$1.61M +54,698 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.05M -$167K -5,687 -2%
Lazard Asset Management
5
Lazard Asset Management
New York
$3.9M -$493K -16,748 -10%
NIA
6
NIA Impact Advisors
California
$2.3M +$1.37M +46,638 +105%
GC
7
Guggenheim Capital
Illinois
$2.05M -$350K -11,890 -13%
Marshall Wace
8
Marshall Wace
United Kingdom
$1.87M +$352K +11,975 +19%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.42M +$563K +19,147 +52%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$1.29M +$38.3K +1,301 +4%
GF
11
Gabelli Funds
New York
$1.19M – – –
VEA
12
Virtus ETF Advisers
New York
$1.17M -$181K -6,140 -12%
PAM
13
Panagora Asset Management
Massachusetts
$880K -$736K -25,023 -42%
OP
14
Oldfield Partners
United Kingdom
$837K +$974K +33,100 New
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$769K -$315K -10,696 -26%
American Century Companies
16
American Century Companies
Missouri
$631K +$183K +6,215 +33%
EI
17
Ethic Inc
New York
$617K +$188K +6,384 +35%
LNWWM
18
Laird Norton Wetherby Wealth Management
California
$567K +$112K +3,794 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$564K -$291K -9,902 -31%
LPL Financial
20
LPL Financial
California
$549K +$18K +611 +3%
State Street
21
State Street
Massachusetts
$542K -$19.6K -665 -3%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$541K -$619K -21,051 -50%
Citadel Advisors
23
Citadel Advisors
Florida
$502K -$191K -6,484 -25%
VPIM
24
Vanguard Personalized Indexing Management
California
$484K +$59.9K +2,037 +12%
Northern Trust
25
Northern Trust
Illinois
$470K -$46.2K -1,569 -8%
1
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PHI Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q3 2022, worth a combined $142M — down 24% from $186M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PHI and 7 opened new positions — a net loss of 14 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was Van Lanschot Kempen Investment Management, exiting entirely with an estimated $6.8M sold.

  • 70 institutional investors held PLDT (PHI) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $142M of PLDT stock for Q3 2022, down 24% quarter-over-quarter.
  • 7 funds opened new PLDT positions in Q3 2022 and 21 closed out, a net change of -14 holders.
  • The largest PLDT buyer in Q3 2022 was Morgan Stanley, an estimated $1.61M added.
  • The largest PLDT seller in Q3 2022 was Van Lanschot Kempen Investment Management, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2022.