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PLDT
PHI

64 hedge funds and large institutions have $115M invested in PLDT in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.01% less ownership

Funds ownership: 2.28% → 2.27% (-0.01%)

9% less capital invested

Capital invested by funds: $126M → $115M (-$10.7M)

10% less funds holding

Funds holding: 71 → 64 (-7)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
21
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.04M
2
UBS Group
UBS Group
Switzerland
+$685K
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$626K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$605K
5
Millennium Management
Millennium Management
New York
+$290K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$1.56M
2
Goldman Sachs
Goldman Sachs
New York
-$1.13M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$829K
4
Jane Street
Jane Street
New York
-$819K
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$541K

PHI Hedge Fund Activity: Q2 2023 in Review

64 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in PLDT (PHI) for Q2 2023, worth a combined $115M — down 8.5% from $126M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PHI and 8 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $2.04M. The largest seller was Cerity Partners, exiting entirely with an estimated $1.56M sold.

  • 64 institutional investors held PLDT (PHI) as of Q2 2023, down from 71 in Q1 2023.
  • Funds reported $115M of PLDT stock for Q2 2023, down 8.5% quarter-over-quarter.
  • 8 funds opened new PLDT positions in Q2 2023 and 15 closed out, a net change of -7 holders.
  • The largest PLDT buyer in Q2 2023 was Bank of Montreal, an estimated $2.04M added.
  • The largest PLDT seller in Q2 2023 was Cerity Partners, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2023.